Customer Service Representative

GENERAL DESCRIPTION

The Customer Service Representative I serves as the initial point of contact for the Bank and is responsible for assisting customers with a variety of requests by assessing the customer's needs, answering general account related inquiries, and gathering relevant information to resolve the customer's issue.

ESSENTIAL DUTIES

1. Promptly and professionally answers incoming customer calls, verifies the caller's identity, determines the caller's needs, answers general inquiries, gathers appropriate information for resolution of the issue, and provides assistance to the customer as needed. This duty is performed about 70% of the time.
2. Accurately documents the call, and if applicable, generates appropriate workflow when the issue is not immediately resolved. This duty is performed about 10% of the time.
3. Maintains a strong working knowledge of all applicable operating systems and product lines. This duty is performed about 10% of the time.
4. Is mindful of fraudulent/illicit activities, escalating the call when suspicious activity is identified. This duty is performed about 10% of the time.
5. Maintains regular and reliable attendance, punctuality and personal appearance. Reads, writes, and communicates in a clear and efficient manner via various types of correspondence, such as, in person, phone, email, letters, etc. Adheres to all company policies and procedures, as well as all applicable banking rules, regulations, and laws (including BSA/AML).
6. Performs any other related duties as required or assigned.

EDUCATION AND EXPERIENCE REQUIREMENTS

• High school diploma or GED
• 0-6 months related experience and/or training
• Regular use of desktop/laptop computer, basic operating systems, and specialized software systems.
• Basic experience with alphanumeric data entry, PowerPoint, Excel, and Word Processing
• Ability to add, subtract, multiply and divide

PHYSICAL REQUIREMENTS

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

• Semi-repetitive and low physical activities.
• Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.
• While performing the functions of this job, the employee is frequently required to sit, use hands to handle or feel, talk, and hear; regularly required to reach with hands and arms; and occasionally required to stand, walk, climb or balance, stoop, kneel, crouch, or crawl.
• Occasionally required to lift and/or move up to 25 pounds.