Customer Service Representative

Esquire Bank; Jericho (NY); On-site; USD 50,000 - 55,000; Full time

Job summary

A local banking institution is seeking an entry-level position to provide exceptional client support at their New York Branch. The role includes answering calls, assisting customers with transactions, and ensuring a welcoming environment. Ideal candidates will have a high school diploma and experience in customer service, alongside strong communication skills. This full-time role offers a salary range of $50,000 - $55,000 per year.

Qualifications

• 1-3 years of teller/customer service experience.
• Exceptional verbal, written, and interpersonal communication skills.
• Ability to work independently with little to no supervision.

Responsibilities

• Answer and direct incoming telephone calls and greet customers.
• Assist customers with deposits, withdrawals, or payments.
• Open commercial and consumer accounts and assist with inquiries.

Skills

Verbal communication

Written communication

Customer service

Time management

Cash handling

Salesforce

Microsoft Office

Education

High school diploma or equivalent

Tools

Salesforce

Microsoft Excel

Job description

Base pay range

$50,000.00/yr - $55,000.00/yr

Basic Function

The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners.

Responsibilities

• Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner.
• Assist customers with deposits, withdrawals, or payments and resolve client concerns.
• Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers.
• Open commercial and consumer accounts and assist customers with routine account related inquiries.
• Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction.
• Utilize Salesforce to track client interactions.
• Assist with branch vault opening, closing and balancing procedures.
• Inform customers about bank products and services.
• Always maintain a professional appearance and demeanor.
• Comply with all department Security, company policies, procedures, and regulations.
• Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements.

Background and Experience

• High school diploma or equivalent required, and 1-3 years Teller/customer service experience.
• Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees.
• Excellent organizational and time management skills.
• Ability to work independently with little to no supervision.
• Cash handling experience preferred.
• High level of accountability, efficiency, and accuracy.
• Prior Customer Service experience.
• Microsoft Office and Excel skills. Salesforce experience preferred.

Schedule

Full time – M-F 8:30 am - 5:30 pm

Estimated Salary Range

• $50,000 - $55,000 / year
• Compensation may vary based on education, skills, qualifications and/or expertise.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Administrative and Customer Service

Industries

• Banking