Account Services Representative

Process new accounts to expand customer base

· Open new accounts following management approval

· Orient new customers to Bank products and services

· Maintain account records to keep information accurate and current

· Schedule outside calls with existing customers

Recommend and sell appropriate products and services to strengthen customer relationships

· Make recommendations to customers to expand their use of the Bank's products and services

· Executes the appropriate forms necessary to provide new products and services

· Responds to customer questions and concerns

Record all account/customer status changes

· Update customer demographics

· Perform customer profile changes

· Perform signature card changes

· Add signers to accounts

· Add status codes and remarks on accounts

· Scan signatures on new accounts and changes on re-opened/existing accounts

· De-scan closed account

Oversee growth, sales and ongoing development of the debit and credit card programs

· Acquire new credit and debit cardholder accounts

· Serve as liaison between bank and card processing agent

· Remain current on all compliance issue and industry trends

Assist ATM, credit and debit card customers

· Investigate and/or respond to customer questions regarding card issues/problems

· Assist with debit card fraud cases

· Process credit card payments

· Assist customers with card technology and applications

· Perform credit card account maintenance

Responsible for balancing, servicing or repairing ATMs

· Maintain supplies

· Responsible for ATM compliance, balancing and software upgrades

· Responsible for servicing ATMs on weekends or after normal business hours

Manage the merchant portfolio

· Attract new customers to the merchant program

· Maintain all merchant files and oversee accurate completion of merchant setup forms

· Serve as liaison between merchant provider and customer

Provide service to all walk-in and telephone customers

· Provide information to customers face-to-face or via telephone

· Assist, as needed, in routing telephone calls to the appropriate person or department

· Identify new methods of providing superior customer service to walk-in and telephone customers

Respond to customer problems and requests in an efficient, accurate, and courteous manner

· Respond to customer inquiries regarding account related issues or bank policies

· Provide information/assistance or routes caller to appropriate staff member

· Identify opportunities and make recommendations to cross sell bank products and services to customers

· Reconcile statements upon request and perform research projects as needed

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Experience:

• Banking: 2 years (Required)

Ability to Commute:

• Grand Rapids, MN 55744 (Required)

Ability to Relocate:

• Grand Rapids, MN 55744: Relocate before starting work (Required)

Work Location: In person