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Central Bank · 3 days ago

Customer Service Representative

Camdenton, MO

Full-time

Onsite

Entry Level

1+ years exp

Central Bank is seeking a Customer Service Representative to assist customers with personal and commercial accounts. The role involves greeting customers, answering phone calls, cross-selling products, and ensuring compliance with bank policies and regulations.

FinanceFinancial Services

Responsibilities

Assist customers with all aspects of opening and maintaining personal and commercial accounts

Greet customers as they enter the Bank and direct them to the proper department or individual

Assist with incoming phone calls to the proper department or individual

Listen to the customers needs so as to cross-sell the proper product or service

Make appropriate qualified referrals to other departments thru the iStep system

Provide superior service to customers

Actively model CBOLO's customer service standards

Consistently demonstrate a "Positive, Can Do" attitude and Legendary Customer Service with every customer by practicing and having a thorough understanding of CBOLO's 14 Standards of Service

Assess the needs of the customer, explain the different types of accounts available and assist in the selection of the appropriate product/ service for all personal and business customers

Cross-sell bank products and services meet needs of the customer

Open and update personal and business accounts by following proper bank procedures and CIP Policy

Gather the required information and documents for opening and maintaining personal/ business accounts and related products

Actively participate in STEP program; attend appropriate sales and STEP training; utilize STEP program initiatives; work with manager and other team members to make every effort to reach targeted goals

Make qualified referrals thru iStep to other departments

Actively take advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products and services meet needs of the customer

Participate in sales program to generate new customers and maintain up to date customer assessment records to assist in follow up calls

Maintain a neat and orderly work area and ensure that all cash, negotiable and confidential records are secured and/or disposed of properly

Arrange daily work plans to handle customer flow, proper processing requirements, bank recordkeeping requirements and up to date monthly follow up

Acquire and maintain thorough knowledge and understanding of compliance and regulatory issues relating to customer service areas (i.e. Bank Secrecy Act, Regulations CC, E, DD, P, etc.) evidenced by appropriate application of these regulations in day-to-day operations

Acquire and maintain a thorough understanding of security procedures; practice established procedures and understand role in case of a robbery and know proper post-robbery procedures

Ability to work quickly and accurately, analyze information and make decisions

Attend all required training

Assist others in the department/facility as needed and/or directed

May be assigned teller responsibilities

May be assigned safe deposit box responsibilities

May be assigned work or training at other locations

May be assigned other responsibilities or duties as distributed by supervisor

Willingness To Assume Additional Responsibilities/duties/projects As They Arise

Must work assigned Saturdays and may work at other branches as needed

Qualification

Customer serviceBanking experienceProduct knowledgeAttention to detailTyping skillsOffice equipment operationEffective communicationTeam collaboration

Required

High School diploma or equivalent

Ability to read, write, and speak English

Effective oral and written communication skills

Strong customer relation skills and ability to communicate effectively and work well with supervisor, co-workers and customers in a cooperative, positive manner

"CARE ABOUT PEOPLE" attitude

Typing skills, 50 WPM minimum

Product Knowledge

Letter formatting skills

Computer experience, desirable

Attention to detail

Must possess good judgment skills and punctual attendance

Ability to operate office equipment

One Year Previous Banking Experience Is Required