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Centennial Bank · 1 day ago

Customer Service Representative I

Lake Mary, FL

Full-time

Onsite

Entry Level

1+ years exp

Centennial Bank is seeking a Customer Service Representative I to retain existing relationships and establish new deposit accounts. The role involves promoting and cross-selling bank products and services while ensuring compliance with regulations and providing excellent customer service.

BankingFinanceFinancial Services

Responsibilities

Open new accounts including checking, savings, CDs, IRAs and other products offered by the bank

Complies with all applicable regulations, policies and procedures

Assess customer needs and cross sell appropriate products and services

Functions as Teller, Sr. Teller or Teller Supervisor as needed

Supports attainment of branch goals

Refers new business to company subsidiaries, such as insurance, mortgage and brokerage

Resolve customer concerns and ensure effective and long term problem resolution

Develops and builds customer loyalty

Follows up on referrals made by other team members

Assists with loan origination and processing as needed

Answers customer inquiries relating to products, rates and services

Provides ancillary services such as notary services

Responsible for tracking and monitoring of all required documentation

Maintains positive, friendly and professional attitude and appearance

Adheres to work schedules

Completes required BSA/AML training and other compliance training as assigned

The ability to work in a constant state of alertness and in a safe manner

Perform any other related duties as required or assigned

Qualification

Customer serviceSales abilityMathematical skillsSpreadsheet softwareClerical skillsCommunication skillsCritical 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

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