Customer Service Representative jobs in United States
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Citizens National Bank ยท 2 hours ago

Customer Service Representative

Citizens National Bank is seeking a Customer Service Representative for their Celina market. The role involves developing customer relationships by providing a full range of banking products and services, ensuring customer satisfaction, and maintaining compliance with bank policies and regulations.

BankingCommercialCredit CardsFinancial ServicesSmall and Medium Businesses

Responsibilities

Building customer relationships by assessing their financial needs, explaining the different types of accounts and services available and assisting in the selection of the most appropriate ones for their situation
Requires stellar verbal and written communication skills as an essential duty for success in the position. CSRs must possess excellent presentation skills; must be adept at problem-solving; possess high level of attention to detail. Follows through and follows up with professionalism
Anticipating customer needs and cross-sell the bank's products and services and makes referrals to specialized areas of the bank
Opens all types of new accounts, personal or business, checking, savings, Certificates of Deposits, credit cards, etc. and prepares and processes all related documents
Maintains customer relationships through periodic contact by telephone, letter, and related marketing efforts
Assists customer with service requests, addressing complaints, and researching account problems, including account maintenance, reconciling checkbooks, completing forms for direct deposits, transferring of funds, etc
Receive deposits for, and pay withdrawals from, savings accounts of customers as presented with proper identification and appropriate documents
Receives wire requests and processes wire transfers when necessary
Receives deposits and cash checks for customers, verifying customer balances on any checks larger than the amount specified in the check cashing procedures, to ensure safety for the customers as well as for the bank
Maintains currency and coin supply as prescribed by bank policy, and remains familiar with all security equipment and safety precautions
Balances daily all transactions recorded through the teller station while one duty
Verifies nigh depository bags and envelopes and maintains accurate transaction logs on these items, as assigned
Complies with all bank, state and federal policies, procedures and regulations

Qualification

Customer relationship managementVerbal communicationWritten communicationComputer proficiencyProblem-solvingAttention to detailProfessionalismFollow instructionsTime management

Required

High school diploma or GED
Must have stellar written and verbal communication skills
High level of professionalism
Ability to understand and carry out instructions furnished in written, oral, or diagram form
Must have the ability to deal with problems involving several concrete variables in standardized situations
Proficiency in computer software such as Word, Excel, and Outlook
Must maintain a well-developed working knowledge of the bank's products and services, along with the applicable regulations and operating systems
Must have the ability to manage multiple priorities and meet deadlines

Preferred

Two years experience desired in servicing the public, building relationships, making referrals, and obtaining sales

Benefits

Medical, Dental, and Vision Insurance
Company Paid Life Insurance
Company Paid Short Term & Long Term Disability
Generous Paid Time Off including Vacation, Sick, Personal, and Emergency Time
11 Paid Holidays
Incentive Plan paid on a quarterly basis
Employee Stock Ownership Plan for your retirement
Banking Perks

Company

Citizens National Bank

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Citizens National Bank (CNB) is a commercial bank.

Funding

Current Stage
Growth Stage

Leadership Team

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Andrew Althaus
Chief Financial Officer
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Darrell Buroker
Chief Lending Officer
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Company data provided by crunchbase