Customer Service Representative

Citizens National Bank; Toledo (OH); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Life Insurance

Short Term & Long Term Disability

Paid Time Off (vacation, sick,Personal

11 Paid Holidays

Employee Stock Ownership Plan

Job summary

Citizens National Bank in Toledo, Ohio seeks a Customer Service Representative to build customer relationships by providing a full range of banking products and efficient services.

The role emphasizes stellar verbal and written communication, problem-solving, attention to detail, and the ability to manage multiple priorities while ensuring accuracy and regulatory compliance.

Qualifications

• High school diploma or GED.
• Two years experience in servicing the public, building relationships, making referrals, and obtaining sales.
• Stellar written and verbal communication skills.
• High level of professionalism.
• Ability to follow written or verbal instructions and solve problems.
• Proficiency in Word, Excel, and Outlook.
• Working knowledge of bank products and regulations.

Responsibilities

• Build customer relationships by assessing financial needs and advising on accounts and services.
• Open new accounts and process related documents for personal or business clients.
• Cross-sell bank products and refer to specialists as needed.
• Handle deposits, withdrawals, transfers, and wire requests as required.
• Maintain accurate transaction logs and balance daily transactions at teller station.
• Address customer service requests and resolve account issues promptly.

Skills

Stellar communication

Written communication

Problem solving

Attention to detail

Multitasking

Education

High school diploma or GED

Tools

Word

Excel

Outlook

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

2 days ago Requisition ID: 1169

Job Title: Customer Service Representative

Status: Full Time

FSLA Job Class: Non-Exempt

Department: Deposit Operations

Reports To: Branch Operations Manager

At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation.

Citizens National Bank has an excellent opportunity available in Toledo, Ohio for a Customer Service Representative. In this role you will develop customer relationships by providing existing and potential customers with a full range of banking products and efficient and accurate services.

A typical day may include the following:

• Building customer relationships by assessing their financial needs, explaining the different types of accounts and services available and assisting in the selection of the most appropriate ones for their situation.
• Requires stellar verbal and written communication skills as an essential duty for success in the position. CSRs must possess excellent presentation skills; must be adept at problem-solving; possess high level of attention to detail. Follows through and follows up with professionalism.
• Anticipating customer needs and cross-sell the bank's products and services and makes referrals to specialized areas of the bank.
• Opens all types of new accounts, personal or business, checking, savings, Certificates of Deposits, credit cards, etc. and prepares and processes all related documents.
• Maintains customer relationships through periodic contact by telephone, letter, and related marketing efforts.
• Assists customer with service requests, addressing complaints, and researching account problems, including account maintenance, reconciling checkbooks, completing forms for direct deposits, transferring of funds, etc.
• Receive deposits for, and pay withdrawals from, savings accounts of customers as presented with proper identification and appropriate documents.
• Receives wire requests and processes wire transfers when necessary.
• Receives deposits and cash checks for customers, verifying customer balances on any checks larger than the amount specified in the check cashing procedures, to ensure safety for the customers as well as for the bank.
• Maintains currency and coin supply as prescribed by bank policy, and remains familiar with all security equipment and safety precautions.
• Balances daily all transactions recorded through the teller station while one duty.
• Verifies night depository bags and envelopes and maintains accurate transaction logs on these items, as assigned.
• Complies with all bank, state and federal policies, procedures and regulations.

JOB REQUIREMENTS:

• High school diploma or GED

ADDITIONAL QUALIFICATIONS:

• Two years experience desired in servicing the public, building relationships, making referrals, and obtaining sales.
• Must have stellar written and verbal communication skills.
• High level of professionalism
• Ability to understand and carry out instructions furnished in written, oral, or diagram form. Must have the ability to deal with problems involving several concrete variables in standardized situations.
• Proficiency in computer software such as Word, Excel, and Outlook
• Must maintain a well-developed working knowledge of the bank's products and services, along with the applicable regulations and operating systems.
• Must have the ability to manage multiple priorities and meet deadlines.

WHAT'S GREAT ABOUT WORKING AT CITIZENS NATIONAL BANK?

• Medical, Dental, and Vision Insurance
• Company Paid Life Insurance
• Company Paid Short Term & Long Term Disability
• Generous Paid Time Off including Vacation, Sick, Personal, and Emergency Time
• 11 Paid Holidays
• Incentive Plan paid on a quarterly basis
• Employee Stock Ownership Plan for your retirement

Citizens National Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.