Customer Service Rep

BASIC FUNCTION:

Customer Service Representatives are often the first to interact with new customers and the ones that help them form an opinion of the bank. By having a conversation and understanding what a customer needs the CSR can recommend and open personalized product and service solutions that address those needs. The most important job as the face of SouthEast Bank is to build a long-lasting relationship that helps us match customers with the solutions, they need to help them reach their financial goals.

ESSENTIAL FUNCTIONS:

• Primary focus is assisting with clients sales opportunities with additional activities related to service needs, based on over needs of the branch.
• Use resources to conduct effective client conversations in person and on the telephone and open retail accounts.
• Provide financial solutions that meet client needs
• Referring to other lines of business partners for additional solutions. Partners include, but are not limited to: Customer Care Representative, Mortgage, ELFI, Treasury Services, and Merchant Services.
• Cross-sell bank products and services based on customer needs, in accordance with the banks program standards.
• Ensure compliance with internal controls, operational procedures, and risk management policies.
• Purse on-going education of SouthEast Bank products, services, other lines of business, and federal regulations.
• Make proactive outbound calls to clients and prospects.
• Carry out other duties as requested or assigned.

SKILLS AND KNOWLEDGE:

• Tact and diplomacy in dealing with both customers and employees
• Strong organizational, communication, and computer skills
• Detail orientated
• Knowledge of bank regulations
• Pleasant telephone manner
• Problem solving skills
• Multitasking

WORKING CONDITIONS:

• Sitting for long periods of time; standing and walking periodically.
• Lift 10-20lbs periodically.

REQUIREMENTS:

• High school diploma or equivalent, required.
• Associates or bachelors degree, preferred.
• Banking customer service experience, preferred.
• Retail banking experience, preferred.
• Maintain up-to-date knowledge of and adhere to all state and federal regulations that pertain to this position including but not limited to Bank Secrecy Act, Consumer Privacy and Fair Lending.
• Working knowledge of state and federal regulations including but not limited to Bank Secrecy Act, Consumer Privacy and Fair Lending along with industry best practices that pertain to this position.