Customer Service Representative

Citizens-National-Ban; Toledo (OH); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Company Paid Life Insurance

Disability Insurance

Paid Time Off including Vacation, Sick

11 Paid Holidays

Employee Stock Ownership Plan

Job summary

Citizens National Bank in Toledo, Ohio is seeking a Customer Service Representative to develop customer relationships and provide a full range of banking products and services. The role emphasizes excellent communication, accurate service, and cross-selling opportunities.

The position requires strong problem-solving skills, attention to detail, and the ability to manage multiple priorities while following bank policies and procedures.

Qualifications

• High school diploma or GED is required or preferred.
• Two years experience servicing the public, building relationships, making referrals, and obtaining sales.
• Stellar written and verbal communication skills.
• Proficiency with Word, Excel and Outlook.

Responsibilities

• Build customer relationships by assessing financial needs and explaining accounts and services.
• Open and process new accounts, both personal and business.
• Address customer inquiries, resolve issues, and process deposits/transactions.
• Maintain accurate logs and follow bank procedures and security rules.

Skills

Stellar verbal and written comms

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Excel

Microsoft 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.