What are the responsibilities and job description for the Customer Service Representative I position at CorTrust Bank?
CORTRUST BANK
The mission of this bank is to profitably deliver high quality customer service that meets the financial needs of our community, its businesses, and its citizens. No line of financial services is beyond our charter.
TITLE: Customer Service Representative, Part-Time (Non-exempt)
JOB SUMMARY:
Provide prompt, efficient, and friendly service to customers in all interactions, including accurate cash handling. Ask deeper questions to understand customers’ needs and make appropriate service and product suggestions. Adhere to all policies and procedures to mitigate risk as defined by the Bank, with additional processes as defined by supervisors.
PRIMARY DUTIES:
- Communicate professionally and courteously with clients and adhere to phone etiquette policies.
- Understand and apply policy to accurately complete teller transactions.
- Develop knowledge of Bank products and services, open new deposit accounts, and help customers choose the correct account to fit their unique needs.
- Recognize the needs of customers to recommend and cross-sell additional Bank services and refer to business partners when possible (CorTrust Mortgage, Wealth Management, CorInsurance, credit cards, loans).
- Demonstrate accurate cash handling and reporting.
- Adhere to all CorTrust policies and handbooks and complete required training to ensure regulatory compliance.
- Adapt well to changes in policy and procedures. Other duties, responsibilities and activities may change or be assigned at any time, with or without notice.
REQUIRED SKILLS, COMPETENCIES AND ABILITIES:
- Possesses combination of education and experience to perform primary duties and responsibilities of position.
- Cash handling and knowledge of banking regulations and operations preferred, but not required.
- Adapts easily to system, process, product, and service changes.
- Ability to demonstrate organizational commitment through advocacy in the community, customer experience and co-worker relationships.
- Ability to reason, problem solve and think critically.
- Adept in use of personal diplomacy, influence, and fostering a culture of mutual respect.
- Ability to understand and abide by the Bank’s policies and handbooks.
We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
