Customer Service Representative

Wed, Sep 13th, 2017

Gold Coast Bank

Job Description

Job Title:              Customer Service Representative

Reports to:           Assistant Branch Manager

Summary: Serves customers by providing product and service information; resolving product and service problems.

Duties and Responsibilities include, but are not limited to, the following.  Other duties may be assigned.

  1. Opens DDA, Savings, IRA and Certificates of Deposit. Processes debit card requests for clients.
  2. Files client signature cards and updates, as well as following up on closed accounts.
  3. Understands procedures to be followed in case of robbery or other emergency.
  4. Performs regular monthly audits of branch cash, GLs, new account kits and negotiable instruments. Responsible for reporting any significant differences to the Assistant Branch Manager.
  5. Promotes and sells the banks products and services to all customers.
  6. Trains new teller personnel in processing and balancing procedures.
  7. Ensures exceptional customer service.
  8. Performs other duties as assigned.
  9. Employee will complete the required classes assigned to them by the Compliance Department in order to be in compliance.

Skills and Education:

  1. Must have a High School Diploma or GED or equivalent past work experience.
  2. Prior teller and or banking experience is preferred.
  3. Must have excellent oral communication skills, excellent written communication skills and excellent organizational skills.
  4. Must have a math aptitude and excellent reading skills.
  5. Must have excellent professionalism and excellent customer service skills.
  6. Must have excellent time management skills along with diplomacy.
  7. Must have excellent customer relation skills.

Must have excellent computer literacy and excellent keyboard skills.