Customer Service Representative (Reception Desk)

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

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k

Job summary

Sunrise Banks in Saint Paul, MN is seeking a friendly and organized front desk/office assistant to support lobby operations and customer service. You will answer and route calls, greet visitors, assist with account questions, and help with notary and debit card issuance as needed.

Requirements include a high school diploma or GED and at least 1 year of customer service experience; familiarity with Microsoft Office and a willingness to work with AI tools is preferred.

Qualifications

• High school degree or GED required.
• 1 year customer service experience required.
• Experience in the financial industry beneficial.
• Proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook).
• Ability to work effectively with AI tools and stay curious about new technologies.

Responsibilities

• Answer and route incoming calls; greet customers and visitors in a friendly manner.
• Provide information and assist with account questions or direct to appropriate department.
• Assist with safe deposit access and notary services as needed.
• Maintain lobby area; ensure brochures and signage are stocked and welcoming.
• Handle mail/courier runs and help with promotional events as required.
• Support various departments with special projects and vendor coordination.

Skills

Customer service

Phone etiquette

Microsoft Office

AI tools proficiency

Education

High School Diploma or GED

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

POSITION SUMMARY

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

Job Details

• Answers phones and greets customers portraying the service culture of Sunrise Banks. Provides customer assistance to meet customers’ needs.
• Assists customers with account questions and problems or directs customers to the appropriate department.
• Be knowledgeable of safe deposit policies and procedures to assist customers.
• Maintain Lobby area, ensuring all brochures are stocked.
• Responsible for coffee bar duties, if applicable (Como and Washington only) makes cookies and various other coffee drinks for our guests, including maintaining adequate supplies.
• Maintain the lobby area of the Bank making sure it creates a welcoming environment.
• Coordinates the location’s mail.
• Manages the courier runs from 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 special projects as assigned by various departments of the Bank.
• Coordinates ordering of bank supplies.
• Assist departments throughout the bank location with special projects and functions.
• Maintain vendor logs.
• Performs notary services and account updates for clients, as needed.
• Responsible for issuing debit cards to clients.
• All other duties as assigned.

• Sunrise Core Values
• Adaptability
• Communication
• Compliance Dependability & Flexibility
• Initiative
• Integrity
• Judgement
• Organizational Skills
• Productivity
• Professionalism
• Quality Service
• Teamwork
• Technical /PC Skills
• Work Quality

• High school degree or GED Required
• One (1) year customer service experience required.
• Experience in the financial industry beneficial.
• Experience with the 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, responsibilities or requirements. They may be subject to change at any time due to reasonable accommodation or other reasons.