
JOB TITLE: Customer Service Representative II DEPARTMENT: Retail FLSA JOB STATUS: Non-exempt
REPORTS TO: Office Manager
Under general supervision, but in conformance with established policies and procedures, serves the bank’s customers by processing all types of transactions, inquiries and referring customers for appropriate services in a professional manner while providing prompt, accurate service. Responsible for reconciling the vault, ATM, monitor safe deposit boxes (if applicable), provide guidance to others. Assist with the clerical servicing necessary to maintain these accounts. Cross sells/refers bank products and services.
1. Represents the bank in a courteous and professional manner.
2. Provides prompt, efficient and accurate service in processing transactions and answering questions.
3. Consistently meets or exceeds sales/referral goals.
4. Maintains a balancing record that is in line with the Bank policy; have the ability to find and correct outages and enlist the help as needed for more difficult errors.
5. May handle various branch tasks daily, in addition to customer activity, such as branch balancing, reconcile vault, ATM and monitor safe deposit boxes (if applicable).
6. Maintains a well-developed knowledge of the complete line of products and services offered; taking responsibility to keep up to date and request assistance for further development needs.
7. Initiates sales/referrals and be capable of effectively cross selling bank products and services.
8. Handle customer problems/concerns with professionalism
9. Continues to increase knowledge and skills through self-motivation, formal education, seminars and in house training.
10. Maintain a position of trust and responsibility by keeping all customer business confidential.
11. Maintains security of cash drawer, follows guidelines on cash limits, both teller cash drawer and vault.
12. Maintains knowledge and complies with all Bank policies and procedures.
Education: High school diploma or equivalent experience
Experience: Minimum one year experience in financial services industry.
Skills: Ability to perform basic math functions and operate office machines (calculator, computer) ability to present a professional image, good communication skills, work in a team environment, as well as independently, with co-workers and customers. Be able to follow direction without supervision. Qualified candidate will have proven sales abilities that include cross sells and referrals with expert knowledge of teller terminal, operations, procedures and bank products and services. Candidate must have proven customer service skills that build long term loyalty between customers and co-workers.
All interested applicants must use the online employment application or mail or e-mail a current typed resume to:
Ashlie Baier
Advantage Bank
175 North 11th Street
Cambridge, Ohio 43725
abaier@advantagebank..com
Advantage Bank is an Equal Opportunity Employer.