Customer Service Representative I

southern bank and trust; Stratford (NC); On-site; USD 41,000 - 46,000; Full time

Job summary

Southern Bank and Trust is seeking a Customer Service Representative I to support Greenville, NC customers by opening new accounts, servicing existing accounts, and promoting bank products and services. You will greet customers, provide information, and resolve basic account questions to meet customer needs in a fast paced retail environment.

This full-time role requires excellent communication, attention to detail, and knowledge of bank policies and regulatory requirements.

Qualifications

• Knowledge of community bank retail services and applicable bank products.
• Understanding of legal and regulatory requirements for banking transactions.
• Ability to identify customer needs and suggest suitable bank services.
• Excellent customer service skills with the ability to handle difficult situations.
• Attention to detail and careful judgment in policy and procedure adherence.
• Strong oral and written communication; professional appearance and demeanor.
• Comfort with using standard office equipment and software.

Responsibilities

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

Skills

Customer service

Sales skills

Communication

Attention to detail

Education

High School diploma or GED

Tools

Microsoft Office

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.