Customer Service Representative
Company: Investar Bank National As
Location: Conroe
Posted on: April 25, 2024
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Job Description:
Job Function -
Performs intermediate duties and support related to branch
operational activities and financial services. Processes new
account and maintenance transactions, assists customers in their
selection of various accounts and financial services, and
cross-sells products and services. Promotes business for the Bank
by maintaining good customer relations and referring customers to
appropriate staff for new services.
Job Responsibilities -
Performs daily office responsibilities such as, account
transactions, account maintenance, customer correspondence,
balancing consistently, and completing delegated reports and
projects as scheduled.
Handles various branch tasks daily, in addition to customer
activity, such as, balancing and monitoring cash items, crediting
holdover accounts, preparing statement of condition, ordering and
preparing cash shipments.
Promotes good customer relations by consistently providing premier
customer satisfaction; Has a developed rapport with the customer
base.
Consistently meets or exceeds sales goals as set by banking center
management for a commensurate level of CSR.
Initiates sales and is capable of effectively cross-selling bank
products and services to customers, so that personal and bank goals
are consistently met and/or exceeded.
Maintains a well-developed working knowledge of the complete line
of products and services offered; takes responsibility to keep up
to date and request assistance for further development needs.
Handles complex customer problems with professionalism.
Assists supervisor in establishing objectives and carrying out
plans for the branch.
Ensures that own work is in compliance with all applicable laws,
regulations, policies and guidelines.
All other duties as assigned.
Education and Related Experience -
EOE AA M/F/Veteran/Disabled
Keywords: Investar Bank National As, The Woodlands , Customer Service Representative, Sales , Conroe, Texas
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