Customer Service Representative (Reception Desk)

Sunrise Banks NA; Saint Paul (MN); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement (401k)

Life and AD&D insurance

Short/Long-term disability insurance

Paid Time Off (PTO)

Volunteer Time Off

Paid Parental Leave

Pet Insurance

Job summary

Sunrise Banks is hiring a Customer Service Representative (Reception Desk) to greet clients, answer calls, and route inquiries. The role supports lobby operations, notary services, and account updates while maintaining a welcoming environment.

The position requires high school or GED, familiarity with Microsoft Office, and the ability to use AI tools. On-site, full-time with a comprehensive benefits package is offered.

Qualifications

• High school diploma or GED required.
• Experience in the financial industry beneficial.
• Experience with Microsoft Excel, Word, PowerPoint, and Outlook.
• Demonstrates ability to work effectively with AI tools and maintains an open, curious approach to emerging technologies.

Responsibilities

• Answers phones and greets customers, reflecting Sunrise Banks' service culture.
• Assist customers with account questions and route to the correct department.
• Be knowledgeable of safe deposit policies and procedures to assist customers.
• Maintain lobby area and ensure brochures are stocked.
• Coordinate the location’s mail and courier runs.
• Provide support for promotional events as needed.
• Perform notary services and account updates as needed.
• Issue debit cards to clients and handle related duties.

Skills

Communication

Initiative

Integrity

Judgement

Organizational Skills

Productivity

Professionalism

Quality Service

Teamwork

Technical /PC Skills

Work Quality

Customer Service

Education

High school diploma or GED

Finance industry experience beneficial

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Customer Service Representative (Reception Desk)

Job Category: Relationship Banking

Requisition Number: CUSTO001939

• Full-Time
• On-site

Locations

Showing 1 location

Description

POSITION SUMMARY

Responsibilities include;includeanswering and routing of incoming calls, taking messages and providing information when necessary. Maintains the Bank lobby area, greets and directs all clients, visitors, jobcandidatesand vendors.Places outbound phone calls to clients to gain updated contact information and updates internal records.Performs safe deposit access andassistswith dual control for teller line team alsoassistsstaff as directed.

ESSENTIAL FUNCTIONS

• Answers phones and greets customers portraying the service culture of Sunrise Banks. Provides customerassistanceto meet customers’ needs.
• Assistscustomers with account questions and problems or directs customers to theappropriate department.
• Be knowledgeable of safe deposit policies and procedures toassistcustomers.
• MaintainLobbyarea, ensuring all brochures are stocked.
• Maintain the lobby area of theBankmaking sure it creates a welcoming environment.
• Coordinates the location’s mail.
• Manages thecourier runsfrom and to bank location and the Holding Company, collecting and distributing all the necessary items.
• Provides support for promotional events as needed.
• Performs other responsibilities and specialprojects asassigned by various departments of the Bank.
• Coordinates ordering of bank supplies.
• Assist departments throughout the bank location with special projects and functions.
• Performs notary services and account updates for clients, as needed.
• Responsible for issuing debit cards to clients.
• All other duties as assigned.

COMPENTENCIES

• SunriseCore Values
• Communication
• Initiative
• Integrity
• Judgement
• Organizational Skills
• Productivity
• Professionalism
• Quality Service
• Teamwork
• Technical /PC Skills
• Work Quality

EDUCATION & EXPERIENCE

• High school degree or GED Required
• Experience in the financial industrybeneficial.
• Experience withthe use of Microsoft Excel, Word, PowerPoint, and Outlook.
• Demonstrates the ability to work effectively with AI tools and maintains an open, curious approach to emerging technologies.

COMPENSATION & BENEFITS

The expected starting annualized salary range is between: $41,600 - 55,000 annually depending on experience and qualifications.

In addition, this position is eligible to enroll in a variety of benefits including Medical, Dental and Vision insurance, Retirement (401k) savings, Life and AD&D insurance, Short and Long-term disability insurance, Paid Time Off (PTO), Volunteer Time Off, Paid Parental Leave, Pet Insurance, and more. Details at www.sunrisebanks.com/about/careers/ .

This Position Summary reflects management’s assignment of major responsibilities, which represent the majority of essential functions. It is not to be construed as an exhaustive statement of duties,responsibilitiesor requirements.They may be subject to change at any time due to reasonable accommodation or other reasons.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.