Southern Bank and Trust Company ยท 12 hours ago
Customer Service Representative I
Raleigh - Glenwood Avenue, Raleigh, NC, US
Full-time
Onsite
Entry Level
1+ years expSouthern Bank and Trust Company is seeking a Customer Service Representative I to perform a variety of customer services. The role includes opening new accounts, selling bank products, reconciling accounts, and resolving customer issues to meet their needs.
Angel InvestmentBankingFinanceFinancial ServicesReal Estate InvestmentVenture CapitalWealth Management
Responsibilities
Perform all duties associated with opening, maintaining and closing Bank retail accounts per Bank policy guidelines
Actively sell and cross-sell Bank products and services in a professional manner. Display enthusiasm for Bank products and services. Maintain up-to-date knowledge of all Bank products and services. Identify customer needs and encourage use of Bank products and services
Assist customers with information requests or problem resolution in a timely, professional manner
Communicate effectively with customers and potential customers as well as with internal Bank contacts
Insure compliance with all legal and regulatory mandates as well as all Bank policies and procedures
As required, may function as a backup Teller and/or backup Loan Officer Assistant
Prepare miscellaneous control reports related to customer service role or branch operations
Perform other duties as assigned
Qualification
Required
Knowledge of community bank retail services and all such Southern Bank services
Knowledge of legal and regulatory requirements for Bank transactions and depository accounts activities
Ability to identify customer needs and sell Bank services
Excellent customer service skills including ability to handle difficult customer situations while remaining calm
Ability to pay attention to detail and concentrate in spite of distractions
Ability to make sound decisions and use good judgment based on Bank policy and procedure guidelines
Effective oral and written communication skills
Maintain a professional appearance and work area
High School diploma or general education degree (GED) or equivalent
Preferred
Previous community Banking experience with new accounts
One to two years of previous experience in customer contact or sales roles
Capable user of standard office equipment/software applications
Cash handling experience
Company
Southern Bank and Trust Company
Southern Bank and Trust Company is a banking firm that offering financial and investment services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
D
David Sauls
EVP / Chief Financial Officer
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