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Jobtailor is seeking a friendly, detail‑oriented customer service representative to deliver a positive branch experience by accurately processing transactions and guiding customers to digital tools and self‑service options.
You will welcome customers, assess needs, resolve routine questions, handle deposits, withdrawals, and check cashing, and collaborate with teammates to ensure consistent service while adhering to policies and controls.
Deliver a positive and reliable branch experience by accurately processing transactions and engaging customers with care.
Process routine service transactions such as deposits, withdrawals, payments, and check cashing.
Welcome customers, understand their needs, and guide them to efficient ways to bank, including digital tools and self‑service options.
Build relationships, actively listen to understand everyday financial needs, and connect customers to relevant information, services, digital tools, or bankers.
Identify potential product or service needs, introduce solutions at a high level, and refer customers to a banker for detailed guidance.
Complete transactional and operational activities accurately, exercising sound judgment and managing risk in line with policies and controls.
Use communication and active listening to clarify needs and provide clear, simple solutions or next steps.
Collaborate with branch teammates, follow leadership direction, and elevate complex situations as needed.
Resolve routine customer questions or concerns and elevate more complex issues for timely resolution.
Demonstrates strong customer service skills by accurately processing transactions and effectively engaging with customers to understand their financial needs. Proficient in cash handling, risk management, and utilizing digital banking tools to enhance customer experience.