Senior Banking Services & Accounts Specialist

Centennial-Bank; Florida; On-site; USD 36,000 - 48,000; Full time

Job summary

Centennial-Bank seeks a Senior Customer Service Representative to retain relationships and open new deposit accounts in line with branch goals. The role promotes and cross-sells bank products and services to meet customer needs.

The Sr CSR will handle consumer and business accounts, support customer inquiries, and may assist with loan origination or processing as needed. Strong knowledge of products and compliance are required.

Qualifications

• Knowledge of a specialized field or equivalent education and experience.
• Ability to effectively communicate information in person and to groups.
• Math skills including discounts, interest, and percentages.

Responsibilities

• Open all consumer and business accounts and services.
• Assess customer needs and cross sell appropriate products and services.
• Assist with loan origination and processing as needed.
• Answer customer inquiries relating to products, rates and services.
• Provide ancillary services such as notary services.
• Refer new business to subsidiaries, such as insurance, mortgage and brokerage.
• Develops and builds customer loyalty.
• Follows up on referrals made by other team members.

Skills

Communication skills

Mathematical skills

Critical thinking

Education

High School or better

Some outside banking courses (preferred)

Tools

Spreadsheet

Job description

Centennial-Bank seeks a Senior Customer Service Representative to retain relationships and open new deposit accounts in line with branch goals. The role promotes and cross-sells bank products and services to meet customer needs.

The Sr CSR will handle consumer and business accounts, support customer inquiries, and may assist with loan origination or processing as needed. Strong knowledge of products and compliance are required.