Customer Service Rep (73646)

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.