CSR I- Full-Time - Covington, Georgia

ADP, Inc.; Covington (GA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Competitive benefits package

Flexibility

Job summary

United Bank in Covington, GA seeks a Customer Service Representative I for a full-time role. You will be the first contact for customers, delivering Signature Service, building relationships, identifying needs, and supporting opening and maintaining personal and business accounts.

Using a consultative approach, you will recommend products, open deposits, service accounts, resolve concerns, and ensure compliance with BSA, AML and CIP.

Qualifications

• High school diploma or equivalent required.
• Minimum 1 year of customer service and/or sales experience preferred.
• Ability to build relationships and provide consultative solutions.
• Strong computer proficiency and quick learner for new platforms.
• Excellent verbal and written communication skills.
• Detail-oriented with ability to manage multiple priorities.
• Comfort with digital banking services (online banking, mobile apps, remote deposit capture).

Responsibilities

• Utilize a consultative sales approach to identify customers’ financial goals and recommend appropriate products and services.
• Open, maintain, and service deposit accounts and related financial services.
• Build and expand customer relationships through proactive outreach and follow-up.
• Resolve customer concerns by identifying root causes and implementing solutions.
• Recognize cross-sell and referral opportunities and connect customers with internal partners.
• Document and track customer interactions and adhere to internal controls, policies, and procedures.
• Comply with applicable federal and state banking regulations (BSA, AML, CIP).
• Actively participate in ongoing training and professional development.
• Other duties as assigned.

Skills

Customer service

Sales experience

Relationship building

Computer proficiency

Communication skills

Problem solving

Attention to detail

Tech adaptability

Digital banking tools

Education

High school diploma or equivalent

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

CSR I- Full-Time - Covington, Georgia

Covington Full Time CSR Covington, GA, US

2 days ago Requisition ID: 2039

United Bank

Who We Are:

United Bank offers exciting career opportunities and has a unique company mission and culture. We are an innovative and growing 120-year-old, $2.4 billion Community Bank, that proudly provides Signature Service to our customers, in 19 locations and 11 counties, throughout Middle Georgia.

• Competitive benefit package. Benefits include: paid employee health insurance, dental insurance, vision insurance, short-term disability insurance, paid long-term disability insurance, paid life insurance, 401(k) plan with employer contributions, Employee Stock Ownership Plan (ESOP) with employer contributions, flexible spending account (FSA), wellness program, employee assistance program, vacation time, sick time, paid federal holidays, and other unique perks.
• Flexibility

Customer Service Representative I (CSR I)

Job Summary:

The Customer Service Representative (CSR) serves as the first point of contact for our customers. This role is responsible for delivering exceptional Signature Service, building customer relationships, identifying customer needs, and supporting opening and maintaining individual and business accounts. The CSR uses a consultative approach to understand customer needs, recommend tailored products and services, and ensure a seamless banking experience.

General Description/Duties:

Duties include but are not limited to the following:

• Utilize a consultative sales approach to identify customers’ financial goals and recommend appropriate products and services.
• Open, maintain, and service a variety of deposit accounts and related financial services.
• Build and expand customer relationships through proactive outreach and follow-up.
• Resolve customer concerns by identifying root causes, implementing timely solutions, and ensuring complete resolution.
• Recognize cross-sell and referral opportunities and connect customers with appropriate internal partners.
• Accurately document and track customer interactions to support effective sales and service delivery. Maintain strict adherence to internal controls, policies, and operational procedures.
• Comply with all applicable federal and state banking regulations, including but not limited to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Customer Identification Program (CIP) requirements. Collaborate effectively with team members and business partners to support branch and organizational goals.
• Actively participate in ongoing training and professional development to remain current on products, services, and regulatory changes.
• Other duties as assigned.

Requirements:

• High school diploma or equivalent required.
• Minimum of one (1) year of customer service and/or sales experience preferred (banking experience a plus).
• Demonstrated ability to build relationships and provide consultative solutions.
• Strong computer proficiency and comfort learning new technology platforms.
• Excellent verbal and written communication skills.
• Strong analytical thinking and problem-solving abilities.
• Detail-oriented with the ability to manage multiple priorities in a fast-paced environment.
• Technologically proficient with the ability to quickly learn and adapt to new banking platforms, digital tools, and evolving financial technology.
• Comfortable assisting customers with digital banking services such as online banking, mobile apps, remote deposit capture, and other electronic services.