Banking Customer Success & Cross-Sell Pro

BankFirst Financial Services; Flowood (MS); On-site; USD 32,000 - 40,000; Full time

Job summary

BankFirst Financial Services in Flowood, MS is seeking a Customer Service Rep to be a front-line employee explaining account products and assisting with new account opening. You will support current customers with inquiries, handle documents, and promote online services.

Strong communication and sales orientation are essential. Responsibilities include interviewing customers for new accounts, explaining bank products, processing forms, cross-selling, and meeting service standards.

Qualifications

• Must have good computer skills, specifically Excel, Word, Adobe Sign.
• Previous banking experience a must.
• Should be detail oriented and be able to multi-task and communicate effectively (written and verbal).

Responsibilities

• Interview prospective customers to obtain information for opening new accounts: checking, savings, Christmas Clubs, CD’s, IRA’s, Safe Deposit Boxes.
• Answers customer questions and explain all bank retail products and services.
• Compile information about new accounts, enter account information into computers, and file related forms and other documents.
• Inform customers of procedures for applying for services such as debit cards, direct deposit of checks, certificates of deposit, wires, ordering foreign currency, ordering checks, Clickswitch, instant issue debit cards, official checks, credit card applications.
• Identify customers’ needs and propose the appropriate products and/or services.
• Close the sale of products/services or refer customers to appropriate bank personnel to meet their financial needs.
• Be knowledgeable and proficient in the use of all online services and promote those services to customers.
• Assist current customers with inquiries and problems if necessary.
• Meet or exceed all “BankFirst Telephone, Voicemail/Email, and Service Standards"

Skills

Customer service

Sales orientation

Communication skills

Excel

Word

Adobe Sign

Attention to detail

Multitasking

Tools

Excel

Word

Adobe Sign

Job description

BankFirst Financial Services in Flowood, MS is seeking a Customer Service Rep to be a front-line employee explaining account products and assisting with new account opening. You will support current customers with inquiries, handle documents, and promote online services.

Strong communication and sales orientation are essential. Responsibilities include interviewing customers for new accounts, explaining bank products, processing forms, cross-selling, and meeting service standards.