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Customer Service Representative - Owensboro, KY

Customer Service Representative I


*Position is not eligible for remote work.

Job Code
CSR I


Job Family


Supervisory

No


Job Description Title

External


Job Summary


The Customer Service Representative will interact directly with new and existing customers to establish and maintain relationships. This position will greet customers, discuss products and services, build customer profiles, open and disclose accounts, and provide appropriate follow-up. The Customer Service Representative responds to customer inquiries via telephone and face-to-face meetings. This position may be required to work into a Saturday rotation.


Essential Functions, Duties and Responsibilities include, but are not limited to:


  • Greets customers entering the location

  • Opens new accounts for new and existing customers

  • Assists customers with routine account related requests, including fund transfers and stop payments

  • Answers customer inquiries involving bank products and services as well as customer-related policies and procedures

  • Researches and resolves customer issues, serving as liaison between departments

  • Promotes and recommends other products and services based on customer needs

  • Assists customers with requests, such as providing check copies and printed statements

  • Gathers and maintains up to date customer information, including addresses, phone numbers, and e-mail addresses

  • Performs work under general supervision


Education, Experience and Qualifications


Education


Required/Preferred


Education Level


Description


Required


High School or GED


Years of Experience


Minimum


Comments


1


One (1) year of teller and/or customer service representative experience required


License / Certification


Required/Preferred


License / Certification


Description


Required


Independence Bank Teller Certification within 6 months


Additional Qualifications


  • Requires completion of Teller Fundamentals and Teller Level Up training within three (3) months

  • Requires completion of CSR Foundations training within three (3) months


Core Competencies


  • Strong customer service skills

  • Ability to maintain confidential information

  • Oral communication skills

  • Problem solving and situational judgment skills

  • Time management skills

  • Organizational skills

  • Clerical and administrative skills


Working Conditions


Working Conditions


Indoors, environmentally controlled. Usual office working conditions. The noise level in the work environment is typical of most office environments with telephones, personal interruptions, and background noises.


Travel Requirements


Requirement


Frequency


No travel required


Never or Rarely


Mandatory Vacation


Position requires incumbents to be off work for a minimum of five consecutive business days


Physical Requirements


Requirement


Frequency


Sitting (remaining in a seated position)


Frequently


Standing (remaining on one’s feet in an upright position without moving about)


Frequently


Walking (moving about on one’s feet)


Frequently


Lifting (raising or lowering an object from one level to another)


Occasionally


Carrying (transporting an object, usually by holding it in the hands or arms or on the shoulder)


Occasionally


Pushing/Pulling (exerting force upon an object so that the object moves away or toward the force)


Occasionally


Reaching (extending hand(s) and arm(s) in any direction, such as overhead, below waist, forward or lateral)


Occasionally


Keyboarding (entering text or data using computer keyboard or 10-key numeric keyboard)


Constantly


Pinching/Gripping (seizing, holding, grasping, turning or otherwise working with the hand(s) or fingers)


Occasionally


Stooping (bending downward and forward by bending spine at the waist)


Occasionally


Squatting/Crouching (bending body downward and forward by bending legs and spine)


Occasionally


Kneeling (bending legs at knees to come to rest on knee(s))


Never or Rarely


Crawling (moving about on hand and knees or hands and feet)


Never or Rarely


Climbing (ascending or descending ladders, stairs, ramps)


Never or Rarely


Speaking (expressing or exchanging ideas by means of the spoken word to impart oral information to customers and to convey detailed spoken instructions accurately, loudly, or quickly)


Constantly


Hearing (the ability to hear, understand, and distinguish speech, either in person or telephonically)


Constantly


Near Visual Acuity (clarity of vision at approximately 20 inches or less)


Constantly


Far Visual Acuity (clarity of vision at approximately 20 feet or more)


Frequently


Additional Physical Requirements


May require lifting up to 20 pounds

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