Banking Services Specialist: Grow Customer Relationships

City National Bank; Inwood (WV); On-site; USD 37,000 - 46,000; Full time

Job summary

City National Bank in West Virginia is seeking a Customer Service Representative to provide superior customer service, manage lobby traffic, and resolve routine and complex account issues.

The role emphasizes promoting bank products, processing routine transactions, and assisting customers with loan applications while maintaining compliance with policies and regulatory requirements. It offers opportunities to build relationships and contribute to branch goals.

Qualifications

• High school diploma or equivalent.
• Demonstrated sales and service skills.
• Ability to multi-task, organize, and prioritize to ensure excellent customer service.
• Personal computer proficiency.
• 1-2 years of retail banking experience preferred.
• Within 30 days of employment, comply with NMLS registration and corresponding background check requirements.

Responsibilities

• Consistently executes City’s phone, platform and CSR service standards to provide excellent customer service.
• Displays a positive and professional attitude at all times.
• Actively promotes and sells the bank’s products and services by using City’s customer conversation model.
• Accurately processes routine banking transactions and service requests including check cashing, deposits, withdrawals, transfers, loan payments and debit card disputes.
• Maintains and balances a working cash supply.
• Assists customers with routine maintenance and complex service issues; sees through to complete resolution.
• Assists customers with loan applications, recommends appropriate loan structure, gathers documents, submits package to retail loan department and closes retail loans as needed.
• Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; contributes to branch goals.
• Develops and maintains customer relationships; seeks referral resources from existing customers.
• References customers to other departments and business partners appropriately.
• Maintains knowledge of bank products and services; stays informed on the competitive environment.
• Completes all training within predetermined time limits.
• Adheres to all bank regulatory, audit, and compliance policies and procedures.

Skills

Customer service

Sales skills

Oral communication

Listening skills

Multi-tasking

Professional demeanor

Education

High school diploma or equivalent

Job description

City National Bank in West Virginia is seeking a Customer Service Representative to provide superior customer service, manage lobby traffic, and resolve routine and complex account issues.

The role emphasizes promoting bank products, processing routine transactions, and assisting customers with loan applications while maintaining compliance with policies and regulatory requirements. It offers opportunities to build relationships and contribute to branch goals.