Customer Service Representative

Investar Bank, National Association; Baton Rouge (LA); On-site; USD 32,000 - 42,000; Full time

Job summary

Investar Bank, National Association in Baton Rouge is seeking a Customer Service Representative to support branch operations and financial services. You will handle new accounts, maintenance, and cross-sell services while building strong customer relationships.

The role emphasizes accuracy, teamwork, and initiative, with opportunities to contribute to sales goals and provide professional service. A HS diploma is required, and prior CSR experience is preferred.

Qualifications

• 2+ years of sales experience required.
• Prior CSR experience preferred.
• High School diploma or equivalent required.
• Ability to read and write well enough to communicate in both oral and written form.

Responsibilities

• Performs daily office responsibilities such as account transactions, account maintenance, customer correspondence, balancing consistently, and completing delegated reports and projects as scheduled.
• Handles daily branch tasks in addition to customer activity, balancing and monitoring cash items, crediting holdover accounts, preparing statements of condition, ordering and preparing cash shipments.
• Promotes good customer relations by consistently providing premier customer satisfaction; has developed rapport with the customer base.
• Consistently meets or exceeds sales goals as set by banking center management for a commensurate level of CSR.
• Initiates sales and cross-selling bank products and services to customers, so that personal and bank goals are met and/or exceeded.
• Maintains a well-developed working knowledge of the complete line of products and services offered; keeps up to date and requests assistance for further development needs.
• Handles complex customer problems with professionalism.
• Assists supervisor in establishing objectives and carrying out plans for the branch.
• Ensures that own work is in compliance with all applicable laws, regulations, policies, and guidelines.
• All other duties as assigned.

Skills

Sales experience

Customer service

Teamwork

Professional image

Communication

Education

High School diploma or equivalent

Job description

Performs intermediate duties and support related to branch operational activities and financial services. Processes new account and maintenance transactions, helps customers select accounts and financial services, and cross-sells products and services. Promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.

Job Responsibilities –

• Performs daily office responsibilities such as account transactions, account maintenance, customer correspondence, balancing consistently, and completing delegated reports and projects as scheduled.
• Handles various branch tasks daily, in addition to customer activity, such as balancing and monitoring cash items, crediting holdover accounts, preparing statements of condition, ordering and preparing cash shipments.
• Promotes good customer relations by consistently providing premier customer satisfaction; has developed rapport with the customer base.
• Consistently meets or exceeds sales goals as set by banking center management for a commensurate level of CSR.
• Initiates sales and is capable of effectively cross-selling bank products and services to customers, so that personal and bank goals are consistently met and/or exceeded.
• Maintains a well-developed working knowledge of the complete line of products and services offered; takes responsibility to keep up to date and request assistance for further development needs.
• Handles complex customer problems with professionalism.
• Assists supervisor in establishing objectives and carrying out plans for the branch.
• Ensures that own work is in compliance with all applicable laws, regulations, policies, and guidelines.

All other duties as assigned.

Education and Related Experience –

• 2 + years of sales experience required.
• Prior CSR experience preferred.
• High School diploma or equivalent required.

Skills and Abilities –

• Ability to perform basic math functions.
• Ability to present a professional image.
• Ability to properly read and write well enough to communicate in both oral and written form.
• Ability to perform duties with minimal supervision.
• Must take initiative and utilize sound judgment in decision-making and higher-level problem-solving.
• Must be able to work in a team environment.
• Ability to interact well and in a positive manner with co-workers and management.
• Must have the ability to demonstrate sales initiative.

Working Conditions and/or Physical Requirements –

• Ability to work under stress and meet deadlines.
• Ability to operate a keyboard if required to perform the essential job functions.
• Ability to read and interpret a document.
• Ability to travel if required to perform the essential job functions.
• Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department an “undue hardship,” then the employee must be accommodated; hence, omitting lifting as a physical requirement.

Equal Opportunity Employer/Veterans/Disabled