Customer Service Representative (Reception Desk) jobs in United States
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Sunrise Banks · 11 hours ago

Customer Service Representative (Reception Desk)

Sunrise Banks is a financial institution seeking a Customer Service Representative to support their reception desk operations. The role involves answering calls, greeting clients, and managing lobby activities while ensuring a welcoming environment for all visitors.

BankingFinancial Services
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Culture & Values

Responsibilities

Answers phones and greets customers portraying the service culture of Sunrise Banks. Provides customer assistance to meet customers’ needs
Assists customers with account questions and problems or directs customers to the appropriate department
Be knowledgeable of safe deposit policies and procedures to assist customers
Maintain Lobby area, ensuring all brochures are stocked
Responsible for coffee bar duties, if applicable (Como and Washington only) makes cookies and various other coffee drinks for our guests, including maintaining adequate supplies
Maintain the lobby area of the Bank making sure it creates a welcoming environment
Coordinates the location’s mail
Manages the courier runs from and to bank location and the Holding Company, collecting and distributing all the necessary items
Provides support for promotional events as needed
Performs other responsibilities and special projects as assigned by various departments of the Bank
Coordinates ordering of bank supplies
Assist departments throughout the bank location with special projects and functions
Maintain vendor logs
Performs notary services and account updates for clients, as needed
Responsible for issuing debit cards to clients
All other duties as assigned

Qualification

Customer service experienceMicrosoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft OutlookFinancial industry experienceProfessionalismTechnical /PC SkillsAdaptabilityCommunicationInitiativeIntegrityOrganizational SkillsTeamwork

Required

High school degree or GED Required
One (1) year customer service experience required

Preferred

Experience in the financial industry beneficial
Experience with the use of Microsoft Excel, Word, PowerPoint, and Outlook

Benefits

Medical
Dental and Vision insurance
Retirement (401k) savings
Life and AD&D insurance
Short and Long-term disability insurance
Paid Time Off (PTO)
Volunteer Time Off
Paid Parental Leave
Pet Insurance
And more

Company

Sunrise Banks

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Sunrise Banks is a bank offering banking and small business financing services.

Funding

Current Stage
Growth Stage

Leadership Team

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David Reiling
Chairman & CEO
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Rick Beeson
President/CEO (1993 to 2012) & Corporate Dev't & Gov't Relations (present)
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Company data provided by crunchbase