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Centennial Bank · 10 hours ago

Customer Service Representative (Float)

Fort Myers, FL

Full-time

Onsite

Entry Level

1+ years exp

Centennial Bank is seeking a Customer Service Representative (Float) responsible for maintaining customer relationships and establishing new accounts. The role involves cross-selling bank products and services while ensuring compliance with regulations and contributing to branch goals.

BankingFinanceFinancial Services

Responsibilities

Responsible for opening all consumer and business accounts and services. This duty is performed as needed

Complies with all applicable regulations, policies and procedures. This duty is performed daily

Assess customer needs and cross sell appropriate products and services. This duty is performed daily

Functions as Teller, Sr. Teller or Teller Supervisor. This duty is performed as needed

Supports and contributes to the attainment of branch goals. This duty is performed daily

Refers new business to company subsidiaries, such as insurance, mortgage and brokerage. This duty is performed as needed

Resolves customer concerns and ensures effective and long term problem resolution. This duty is performed daily

Develops and builds customer loyalty. This duty is performed daily

Follows up on referrals made by other team members. This duty is performed as needed

Assists with loan origination and processing as needed. This duty is performed as needed

Answers customer inquiries relating to products, rates and services. This duty is performed daily

Provides ancillary services such as notary services. This duty is performed as needed

Responsible for tracking and monitoring of all required documentation. This duty is performed daily

Maintains positive, friendly and professional attitude and appearance. This duty is performed daily

Adheres to work schedules. This duty is performed daily

May be required to work an alternative location within the region or market. This duty is performed as needed

The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily

Completes required BSA/AML training and other compliance training as assigned. This duty is performed quarterly

Perform any other related duties as required or assigned

Qualification

Sales abilityGeneral banking knowledgeMathematical skillsCommunication skills10-KeyWord ProcessingCritical thinking

Required

High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 12 to 18 months related experience and/or training, or equivalent combination of education and experience

Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations

Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature

Employee must be available to float between work locations as needed

Sales ability in banking or related field

General banking product knowledge