CSR - Customer Service Representative

United Community; Ellijay (GA); On-site; USD 26,000 - 28,000; Full time

Job summary

United Community in Ellijay, GA is seeking a friendly, detail-oriented Customer Service Representative to help customers with all banking needs. You will answer questions, promote products, and ensure accurate account maintenance while upholding strong service standards.

You will open deposit accounts, assist with disclosures and policy questions, and collaborate with team members to deliver a seamless customer experience. A high school diploma and in-house training are required.

Qualifications

• High School diploma or equivalent required.
• Completion of in-house training program.
• Strong interpersonal and communication skills required.
• Experience in sales preferred.
• Ability to operate bank software programs.
• Proficient keyboarding skills.

Responsibilities

• Provide exceptional service to meet customers and prospects’ banking needs.
• Support existing customer relationships and maintain excellent service.
• Provide account guidance and information; update customers on policies.
• Open and maintain deposit accounts (IRAs, CDs) and other banking products.
• Actively sell products and services using a needs-based approach.
• Resolve customer complaints with tact and professionalism.
• Answer customer inquiries and assist other staff as needed.
• Handle disputes on debit cards and related research.

Skills

Customer service

Sales

Communication

Interpersonal skills

Keyboarding

Education

High School diploma or equivalent

In-house training program

Tools

Bank software

Job description

Overview

In compliance with established policies and procedures, the CSR performs a variety of high-quality customer service functions. The position is responsible for providing financial institution products and services to customers to fulfill their financial needs. Some daily functions include answering questions about United’s products and services, actively selling products and services in a courteous and professional manner, and representing the bank in a positive way at all times.

Overview

In compliance with established policies and procedures, the CSR performs a variety of high-quality customer service functions. The position is responsible for providing financial institution products and services to customers to fulfill their financial needs. Some daily functions include answering questions about United’s products and services, actively selling products and services in a courteous and professional manner, and representing the bank in a positive way at all times.

What You’ll Do

• Provide exceptional service to meet customers and prospective customer’s banking needs
• Support existing customer relationships and maintain class-leading customer service relations
• Provide account guidance including suggestions and other necessary information
• Provide customers with account information and updates; answer policy questions accurately
• Ensure all accounts are opened in accordance with established policies and procedures, records are maintained accurately, and accounts are entered on the bank’s computer system
• Maintain a thorough knowledge of all banking products and services
• Actively sell products and services based on United’s needs-based approach
• Utilize tact and professionalism to resolve customer complaints
• Open and maintain deposit accounts such as Individual Retirement Accounts and Certificates of Deposit
• May be responsible for ordering job-related supplies
• Answer customer inquiries
• Assist other staff in serving customers, answering telephones and performing other duties as necessary
• Fill out disputes and perform research on debit cards as well as order and hot card debit cards
• Perform some file maintenance

Requirements For Success

• High School diploma or equivalent
• Successful completion of in-house training program
• Interpersonal skills necessary to relate to and empathize with others
• Good oral and written communication skills, as well as good selling skills
• Experience in sales preferred
• Ability to maintain a friendly, cheerful, and courteous demeanor throughout the workday
• Ability to operate bank software programs
• Operation of standard office equipment
• Proficient keyboarding skills
• Thorough knowledge of financial institution products and services
• This position may require back-up to various retail banking roles
• Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.

Conditions of Employment

Must be able to pass a criminal background & credit check.

SUPERVISORY RESPONSIBILITY

This position has no direct reports.

WORK ENVIRONMENT

Location in United Footprint

POSITION TYPE

This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.

TRAVEL

This position requires up to 10% travel.

Other

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Pay Range

USD $18.55 - USD $20.52 /Hr.