Customer Relationship Representative

Fsbwa; Aberdeen, Northern (WA, KY); Hybrid; USD 42,000 - 45,000; Full time

Benefits offered by this job

Full medical, dental, and vision

Life insurance

Long-term disability insurance

401K matching program

Paid sick and vacation time

Job summary

1st Security Bank seeks a customer service professional to provide a virtual branch experience, handling inquiries about products and services and assisting with digital lending questions. You will help deliver solutions and ensure customer satisfaction.

Ideal candidates have at least a year in a financial institution, understand BSA/AML basics, and are comfortable with Microsoft Office. This role emphasizes accuracy, communication, and teamwork within a supportive, values-driven environment.

Qualifications

• High school diploma or equivalent and at least one year experience within a financial institution preferred.
• Knowledge of the Bank Secrecy Act and AML policies, procedures and related programs.
• Must be bondable.

Responsibilities

• Provide customers with a virtual branch experience and respond to inquiries about products and services.
• Assist with consumer digital products and lending questions; help resolve customer dissatisfaction.
• Cross-sell and refer across bank business lines; identify opportunities to deepen relationships.
• Adhere to policies and procedures and evaluate risk; ensure accuracy and thorough follow-up.
• Communicate professionally, both orally and in writing, with customers and colleagues.

Skills

Customer service

Communication skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

• Pay or shift range: $20 USD to $21.50 USD The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.

Description

A GREAT PLACE TO WORK AND BANK

Join our team! 1st Security Bank team members deliver service that \"WOWs\" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!

If you are the type of individual that would enjoy working at one of thePuget Sound's Best Places to Work for 10 years in a rowand focuses on providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm.

POSITION SUMMARY:

Responsible for providing customers with a virtual branch experience. This role will be part of the initial contact team for customer’s inquiries which includes interest in our products and services, assisting with consumer digital products, lending questions and help to provide solutions for any customer dissatisfaction.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

• Leads by example by demonstrating excellent customer service skills
• Ability to listen to customers to gain a better understanding (identify) of their concerns or needs and offer possible solutions
• Identify opportunities to deepen relationships by enhancing customer engagement
• Ability to cross sell and provide referrals across business lines
• Proficient at understanding policies, procedures and evaluating risk
• Committed to accuracy and professional follow through
• Professional oral and written communication skills and follow-up when corresponding with employees and customers
• Ability to multitask and prioritize job responsibilities as required while maintaining organization
• Ability to identify weaknesses in current bank processes in order to improve operational efficiency and the customer experience
• Adheres to 1st Security Bank’s Core Values, policies and procedures
• Supports management decisions and goals in a positive, professional manner and always represents the bank with a high level of integrity
• Ability to work with minimal supervision
• Performs other duties as assigned

BENEFITS AND PERKS

• Full medical, dental, and vision coverage for individual or family plan.

Life insurance.

Long-term disability insurance.

401K matching program.

Paid sick and vacation time.

OUR CORE VALUES

• Relationship Driven-we strive to \"WOW\" (surprise, excite and delight) each other and our customers.

Ethical-fair, honest and act with integrity.

Lead by Example-maintain a positive attitude, show respect for others, and have some fun!

Accountable- we take our responsibilities seriously and we meet our commitments with urgency.

Team Player- dependable, enthusiastic contributor to team success and to the greater good of the bank.

Embrace Dreams- we encourage each other to reach for our dreams.

Diversity- we celebrate diversity and support equality for all.

Community Oriented- we actively support our communities and the Bank's CRA initiatives.

Open and Honest Communication- always professional, responsive, and timely.

EDUCATION and/or EXPERIENCE

• High school diploma or equivalent and at least one year experience within a financial institution preferred.
• Basic knowledge of all applicable regulations that pertain to this position is required.
• Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures and related programs.
• Must be bondable.

COMPUTER SKILLS

To perform this job successfully, an individual should be proficient in Microsoft Office Products and have the ability to learn other programs.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The employee will operate in a general office environment, using office equipment such as a phone and a computer.
• The noise level in the work environment is usually quiet to moderate as compared to a private office with light foot traffic and office equipment. The employee must be able and willing and able to interact frequently with the general public.

Salary Range: $20.00 to $21.50

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.