Customer Service Representative I

Southern Bank and Trust Company; Greenville (NC); On-site; USD 41,000 - 46,000; Full time

Job summary

Southern Bank and Trust Company is seeking a Customer Service Representative I to handle opening and maintaining customer accounts, selling bank products, and resolving service issues. The role emphasizes accurate processing, regulatory compliance, and attentive customer care.

You will need to communicate effectively with customers and internal teams, and may assist as a backup Teller or Loan Officer Assistant when required.

Qualifications

• High School diploma or GED or equivalent.
• 1-2 years of previous experience in customer contact or sales preferred.
• Previous community banking experience with new accounts preferred.

Responsibilities

• Open, maintain and close retail accounts per policy guidelines.
• Actively sell and cross-sell Bank products and services; stay updated on offerings.
• Assist customers with information requests or problem resolution promptly.
• Communicate effectively with customers and internal contacts.
• Ensure compliance with legal/regulatory mandates and bank policies.
• May function as backup Teller or backup Loan Officer Assistant as needed.
• Prepare miscellaneous control reports related to customer service or branch operations.
• Perform other duties as assigned.

Skills

Customer service

Sales & cross-selling

Attention to detail

Regulatory compliance

Communication skills

Professional appearance

Education

High School diploma or GED

Job description

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.