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Customer Service Representative I
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Superior, CO
Posted
30+ Days Ago
Job Summary: Provides superior service to bank customers by performing banking transactions, opening new accounts and expanding customer relationships.
Essential Functions: * Receives, posts, pays out funds, balances and proofs customer accounts. * Opens new accounts for checking, savings, business accounts, IRA, etc. * Identifies customer needs and recommends specific products and/or services by use of CNA process. * Expands customer relationships by making appropriate referrals, such as investments, mortgage and commercial loans and handling consumer loans by taking applications and assisting with processing. * Maintains and balances cash drawer. * Accepts and posts credit card and loan payments and payoffs. * Performs account research and problem solving as needed. * Cross-trains in other areas of the financial center, such as ATM, Vault, Savings Bonds, Safe Deposit, Wire Transfers, other ancillary services and assists with opening and closing financial center. * Contributes to the achievement of financial center sales/service goals by meeting/exceeding individual goals. * Upholds customer satisfaction by supporting external and internal customers and answering...
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