Banking Concierge & New Accounts Specialist

River Bank & Trust; Mobile (AL); On-site; USD 32,000 - 42,000; Full time

Job summary

River Bank & Trust in Mobile, AL seeks a Customer Service Representative to assist new and existing customers with processing new account transactions and other services. The CSR delivers unmatched hospitality while identifying customer needs and referring products across bank lines.

The role requires high school diploma or equivalent, 1–2 years of CSR experience preferred, and proficiency in Microsoft Office.

Qualifications

• High School diploma or equivalent.
• 1–2 years customer service experience preferred.
• Proficiency in Word, Excel, and Outlook.

Responsibilities

• Identify customer needs and refer to bank products across lines of business.
• Answer incoming calls, externally or internally.
• Greet customers professionally and promptly at the office.
• Open and close all account types with proper documentation.
• Gather identification to open or modify accounts.
• Maintain existing or closed accounts and handle wire transfers, stop payments, name/address changes.
• Maintain confidentiality of customer records and transactions.
• Represent the bank in community events with integrity.
• Prepare reports and perform clerical duties.

Skills

Customer service

Microsoft Office

Communication skills

Education

High School diploma or equivalent

Job description

River Bank & Trust in Mobile, AL seeks a Customer Service Representative to assist new and existing customers with processing new account transactions and other services. The CSR delivers unmatched hospitality while identifying customer needs and referring products across bank lines.

The role requires high school diploma or equivalent, 1–2 years of CSR experience preferred, and proficiency in Microsoft Office.