Customer Representative

Title: Customer Representative

Department: Retail Banking

Reports to: Financial Center Manager

Summary:

Customer Representatives are expected to demonstrate an understanding of and a commitment to our core

values, the attitude and aptitude to engage in continuous development, the discipline and work ethic to achieve

consistent excellence, and the ability to provide exceptional customer experiences to our customers and the

communities we serve.

Primary Responsibilities and Duties:

(The essential duties and responsibilities listed above are representative of the job requirements but, are not meant to be

all-inclusive or prevent other duties from being assigned as necessary)

• Continually promote company products and services to customers and prospects for expanded business
  and referrals, to assist in the continuing growth of The First.
• Initiate and maintain customer contact through a variety of methods, including but not limited to
  customer interaction in the branch, on the phone, and attending various customer visits and community
  events.
• Actively participate in regular sales and office staff meetings, and other motivational activities.
• Actively participate in the proactive selling process within the bank, utilizing the marketing resources
  and other various tools and reports.
• Establish good relationships with other departments to ensure these goals are met.
• Consistently meet or exceed established referral goals as set by management.
• Meets customer service standards when working with customers on the phone or in person.
• Handles all deposit and loan transactions in accordance with bank policy. Follows security procedures
  according to bank guidelines.
• Balance cash drawer within the limits of the cash difference policy.
• Complies with all federal, state and bank regulations/laws as appropriate for the job function.
• May perform a variety of other branch and clerical duties such as balancing and servicing the Vault.

Position Requirements:

• High School Diploma or GED
• Previous customer service experience preferred
• Cash handling experience preferred
• Ability to work well in a team environment