Customer Service Representative

Investar Bank National As; Lafayette (LA); On-site; USD 21,000 - 28,000; Full time

Job summary

Investar Bank National As in Lafayette, LA is seeking a Customer Service Representative to support branch operations and assist customers with accounts and financial services. You will help customers choose appropriate accounts, cross-sell products, and maintain strong relationships.

Responsibilities include daily office tasks, balancing, and ensuring compliance with applicable laws and bank policies. A proactive team player with basic math skills is ideal for this role.

Qualifications

• 2+ years sales experience required.
• Prior CSR experience preferred.
• High School diploma or equivalent required.
• Ability to perform basic math functions.
• 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 read and write well enough to communicate clearly.

Responsibilities

• Performs intermediate duties and support related to branch operational activities and financial services.
• Processes new account and maintenance transactions; cross-sells products and services.
• Promotes business by maintaining good customer relations and referring customers to appropriate staff.
• Performs daily office responsibilities (account transactions, maintenance, correspondence, balancing, delegated reports).
• Handles branch tasks; balances cash items and prepares statements when required.
• Maintains premier customer satisfaction and develops rapport with the customer base.
• Meets or exceeds sales goals; initiates sales and cross-sells bank products and services.
• Keeps up-to-date knowledge of products and services; seeks assistance for development as needed.
• Complies with laws, regulations, policies; performs other duties as assigned.

Skills

Sales experience

CSR experience

Basic math

Professional image

Reading & writing

Independent work

Initiative & judgment

Team player

Interpersonal skills

Sales initiative

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.

Customer Service Representative

Lafayette, LA, US

Job Function –

Performs intermediate duties and support related to branch operational activities and financial services. Processes new account and maintenance transactions, assists customers in their selection of various 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 statement of condition, ordering and preparing cash shipments.

Promotes good customer relations by consistently providing premier customer satisfaction; Has a 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 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 a sales initiative.

Working Conditions and/or Physical Requirements –

• Ability to work under stress and meet deadlines.
• Ability to operate a keyboard if required performing 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