Senior Customer Service Representative

CEN

Fort Lauderdale (FL)

On-site

USD 35,000 - 50,000

Full time

14 days+

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Job summary

A financial institution in Fort Lauderdale is seeking a Senior Customer Service Representative to manage customer relationships and open new deposit accounts. Responsibilities include promoting bank products, resolving customer inquiries, and ensuring compliance with regulations. Candidates should possess strong communication skills and experience in a banking or customer service environment. This role demands dedication to customer satisfaction and teamwork, offering opportunities for career growth within the organization.

Qualifications

Knowledge of a specialized field such as basic accounting.
Ability to communicate effectively in person and in small groups.
Ability to calculate figures such as discounts and percentages.

Responsibilities

Responsible for opening consumer and business accounts.
Complies with all applicable regulations and procedures.
Resolves customer concerns effectively and professionally.

Skills

Sales ability

Customer service

Communication

Mathematical skills

Critical thinking

Education

Equivalent of two years of college

Tools

Intermediate spreadsheet skills

Job description

Fort Lauderdale Downtown
1100 SE 3rd Ave
Fort Lauderdale, FL 33316, USA

The Senior Customer Service Representative is responsible for retaining existing relationships and opening new deposit accounts in accordance with branch goals. This position is responsible for promoting and cross‑selling bank products and services.

Essential Duties and Responsibilities

Responsible for opening all consumer and business accounts and services.
Complies with all applicable regulations, policies and procedures.
Assess customer needs and cross sell appropriate products and services.
May function as Teller, Teller Supervisoror Assistant Branch Manager as needed.
Supports and contributes to the attainment of branch goals.
Refers new business to company subsidiaries, such as insurance, mortgage and brokerage.
Resolves customer concerns and ensures effective and long term problem resolution.
Develops and builds customer loyalty.
Follows up on referrals made by other team members.
Assists with loan origination and processing as needed.
Answers customer inquiries relating to products, rates and services.
Provides ancillary services such as notary services.
Responsible for tracking and monitoring of all required documentation.
Maintains positive, friendly and professional attitude and appearance.
Adheres to work schedules.
Provides assistance to other retail staff on complex new account issues.
May participate in community activities and events.
May be required to work an alternative location within the region or market.
Completes required BSA/AML training and other compliance training as assigned.
The ability to work in a constant state of alertness and in a safe manner.
Perform any other related duties as required or assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and Experience

Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc. Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 2 years related experience and/or training, or equivalent combination of education and experience.

Communication Skills

Ability to effectively communicate information and respond to questions in person‑to‑person and small group situations with customers, clients, general public and other employees of the organization.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

Critical Thinking Skills

Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.

Required Certificates, Licenses, Registrations

None

Preferred Certificates, Licenses, Registrations

Some outside banking related courses

Software Skills Required

Intermediate: Spreadsheet

Working Conditions

Periodically exposed to such elements as noise, intermittent standing, walking, occasionally pushing, carrying, or lifting; but none are present to the extent of being disagreeable.

Environmental Conditions

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Activities

Semi‑repetitive, low physical. Semi‑repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks. While performing the functions of this job, the employee is continuously required to talk or hear; regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; frequently required to stoop, kneel, crouch, or crawl; an. The employee must frequently lift and/or move up to 50 pounds; regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.

Additional Information