Customer Service Rep
Company Name:
First National Bank
_POSITION PURPOSE_
Provides phone and on-line relationship servicing with new and existing customers to maintain goodwill and gain additional business via the Call Center.
_ESSENTIAL DUTIES AND
Responsibilities: (other duties may be assigned)_
Follows the Financial Center culture of multi-product sales by offering financial center products to all customers. (Mission Statement)
Answers incoming switchboard calls, determines the needs of the callers, and connects them to the appropriate area.
Evaluates needs (profiling) of potential customers and offers appropriate financial products and services.
Opens, responds, and distributes e-gain messages to include maintenance of combining accounts and resetting passwords.
Assists customers in answering inquires regarding their accounts and other Financial Center services.
Assists in resolving EFT (Electronic Funds Transfer) disputes and potential fraudulent transaction. Ensures timeliness of responses to limit the Financial Center and customers liability.
Processes commercial account analysis billings, newly issued interest checks and return mail.
Verifies for accuracy any information, added or changed to the FIS system. This includes verifying all sub product codes, addresses, phone numbers, social security numbers, etc.
Completes database maintenance for deposit accounts (example Foundation).
_COMPLIANCE
Responsibilities:_
Applies all compliance procedures within area of expertise.
Maintains general knowledge of all laws / regulations affecting the Financial Center and exercises discretion with any transaction to ensure compliance.
Recognizes and recommends corrective action concerning a weakness within the Financial Centers'' compliance program.
_OTHER RESPONSIBILITIES_
Participate in Financial Center Promotions.
Prepares productivity reports as necessary.
Process Deluxe Check Orders.
Assemble account packets for Personal Bankers.
Assist customers with Safety Deposit Boxes.
Job
Qualifications:
QUALIFICATIONS / REQUIREMENTS _Education / Experience_
One year related experience and /or training preferred._Knowledge / Skills_
Computer literacy in Word, Excel, and Outlook.
Must be organized and detail oriented. Accuracy is required for aspects of the position.
Must be able to adapt to change.
Previous sales background preferred._Language requirements_
Ability to read and interpret documents.
Ability to write simple correspondence.
Must be able to effectively communicate orally. Ability to effectively present basic information to customers and clients.
Bilingual skills preferred._Mathematical requirements_
Ability to calculate figures amounts such as discounts, interest, commission, and percentages._Reasoning Ability_
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Ability to deal with problems involving concrete variables in situations where some standardization exists._Physical demands_
Regularly required to sit, talk, hear, and use hands and fingers._Attendance_
Regular and predictable attendance is an essential requirement.
Job Title: Customer Service Rep
Job Number: 34-8700
Location Kearney- Main Branch
City: Kearney
State: NE
Company: Platte Valley State Bank
Full/Part Time: Part-time
Hours: M-F 8am-2pm Sat AM rotation (2 on, 1 off)Estimated Salary: $20 to $28 per hour based on qualifications.
First National Bank
_POSITION PURPOSE_
Provides phone and on-line relationship servicing with new and existing customers to maintain goodwill and gain additional business via the Call Center.
_ESSENTIAL DUTIES AND
Responsibilities: (other duties may be assigned)_
Follows the Financial Center culture of multi-product sales by offering financial center products to all customers. (Mission Statement)
Answers incoming switchboard calls, determines the needs of the callers, and connects them to the appropriate area.
Evaluates needs (profiling) of potential customers and offers appropriate financial products and services.
Opens, responds, and distributes e-gain messages to include maintenance of combining accounts and resetting passwords.
Assists customers in answering inquires regarding their accounts and other Financial Center services.
Assists in resolving EFT (Electronic Funds Transfer) disputes and potential fraudulent transaction. Ensures timeliness of responses to limit the Financial Center and customers liability.
Processes commercial account analysis billings, newly issued interest checks and return mail.
Verifies for accuracy any information, added or changed to the FIS system. This includes verifying all sub product codes, addresses, phone numbers, social security numbers, etc.
Completes database maintenance for deposit accounts (example Foundation).
_COMPLIANCE
Responsibilities:_
Applies all compliance procedures within area of expertise.
Maintains general knowledge of all laws / regulations affecting the Financial Center and exercises discretion with any transaction to ensure compliance.
Recognizes and recommends corrective action concerning a weakness within the Financial Centers'' compliance program.
_OTHER RESPONSIBILITIES_
Participate in Financial Center Promotions.
Prepares productivity reports as necessary.
Process Deluxe Check Orders.
Assemble account packets for Personal Bankers.
Assist customers with Safety Deposit Boxes.
Job
Qualifications:
QUALIFICATIONS / REQUIREMENTS _Education / Experience_
One year related experience and /or training preferred._Knowledge / Skills_
Computer literacy in Word, Excel, and Outlook.
Must be organized and detail oriented. Accuracy is required for aspects of the position.
Must be able to adapt to change.
Previous sales background preferred._Language requirements_
Ability to read and interpret documents.
Ability to write simple correspondence.
Must be able to effectively communicate orally. Ability to effectively present basic information to customers and clients.
Bilingual skills preferred._Mathematical requirements_
Ability to calculate figures amounts such as discounts, interest, commission, and percentages._Reasoning Ability_
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Ability to deal with problems involving concrete variables in situations where some standardization exists._Physical demands_
Regularly required to sit, talk, hear, and use hands and fingers._Attendance_
Regular and predictable attendance is an essential requirement.
Job Title: Customer Service Rep
Job Number: 34-8700
Location Kearney- Main Branch
City: Kearney
State: NE
Company: Platte Valley State Bank
Full/Part Time: Part-time
Hours: M-F 8am-2pm Sat AM rotation (2 on, 1 off)Estimated Salary: $20 to $28 per hour based on qualifications.
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