Customer Service Representative I

Southern Bank And Trust

Greenville (NC)

On-site

USD 41,000 - 46,000

Full time

7 days ago
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Job summary

Southern Bank And Trust in Greenville, NC seeks a Customer Service Representative I to open and service customer accounts, promote bank products, and resolve account-related questions.

This full-time role requires strong communication, attention to detail, and the ability to work with customers and colleagues in a compliant banking environment.

Qualifications

  • High School diploma or GED or equivalent.
  • Previous community Banking experience with new accounts preferred.
  • One to two years of previous experience in customer contact or sales roles preferred.
  • Capable user of standard office equipment/software applications.

Responsibilities

  • Open, maintain and close bank retail accounts per policy guidelines.
  • Actively sell and cross-sell bank products and services in a professional manner.
  • Assist customers with information requests or problem resolution in a timely, professional manner.
  • Communicate effectively with customers and internal Bank contacts.
  • Insure compliance with all legal and regulatory mandates as well as all Bank policies and procedures.
  • As required, may function as a backup Teller and/or backup Loan Officer Assistant.
  • Prepare miscellaneous control reports related to customer service role or branch operations.
  • Perform other duties as assigned.

Skills

Retail banking knowledge
Regulatory knowledge
Customer needs assessment
Customer service
Attention to detail
Decision making
Communication skills
Professional appearance

Education

High school diploma or GED
Community banking experience
Customer contact or sales experience
Office software proficiency

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 I

Full Time Regular Policy Clerical Greenville - Charles Blvd, Greenville, NC, US

Salary Range: $40,912.00 To $45,590.00 Annually

Base Salary: Generally $40,912 - $45,590

Actual starting base pay will be determined based on several factors including skills, experience, expertise, education and location.

Position: Customer Service Representative I Reports to: Branch Manager Indirectly Reports to: City Executive/Branch Operations Manager Reports to this position: None FLSA Status: Non-Exempt
Role Summary:

Perform a variety of customer services such as: opening new customer accounts, selling retail Bank products and services, reconciling accounts, servicing existing accounts and providing information about Bank services and help resolve account-related problems to meet customer needs.

Specific Job Functions (Duties/Responsibilities):
  • Perform all duties associated with opening, maintaining and closing Bank retail accounts per Bank policy guidelines.
  • Actively sell and cross-sell Bank products and services in a professional manner. Display enthusiasm for Bank products and services. Maintain up-to-date knowledge of all Bank products and services. Identify customer needs and encourage use of Bank products and services.
  • Assist customers with information requests or problem resolution in a timely, professional manner.
  • Communicate effectively with customers and potential customers as well as with internal Bank contacts.
  • Insure compliance with all legal and regulatory mandates as well as all Bank policies and procedures.
  • As required, may function as a backup Teller and/or backup Loan Officer Assistant.
  • Prepare miscellaneous control reports related to customer service role or branch operations.
  • Perform other duties as assigned.
JOB REQUIREMENTS:
Knowledge/Skills/Abilities Required:
  • Knowledge of community bank retail services and all such Southern Bank services.
  • Knowledge of legal and regulatory requirements for Bank transactions and depository accounts activities.
  • Ability to identify customer needs and sell Bank services.
  • Excellent customer service skills including ability to handle difficult customer situations while remaining calm.
  • Ability to pay attention to detail and concentrate in spite of distractions.
  • Ability to make sound decisions and use good judgment based on Bank policy and procedure guidelines.
  • Effective oral and written communication skills.
  • Maintain a professional appearance and work area.
Education/Experience requirements:
  • High School diploma or general education degree (GED) or equivalent.
  • Previous community Banking experience with new accounts preferred.
  • One to two years of previous experience in customer contact or sales roles preferred.
  • Capable user of standard office equipment/software applications.
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