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The Customer Service Representative – 3 is part of the bank’s retail/consumer loan department. The primary responsibility is to help deepen customer relationships, attract additional customers and provide excellent customer service.
This position is responsible for originating consumer loans and includes making credit decisions (within authority guidelines), overall credit quality, and fee income.
In addition, this position will be responsible for opening new deposit accounts, including checking, savings and certificates of deposit and IRAs. As needed this position may be called on to support teller activity during peak times.
This position will also be responsible for completing sales activities to help attract new customers. These duties will include originating letters to be sent to customers and prospects, soliciting banking relationships, developing prospect lists, and other tasks as requested by the Retail Coordinator or Retail Manager.
Duties and Responsibilities
High School diploma or equivalent, 2-year degree preferred. Two-three years customer service, teller/CSR experience preferred, or relevant experience. This job requires skills needed in a typical office environment. This includes computer skills as well as utilization of office equipment.
Skills and Abilities:
Attention to Detail:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Valid driver’s license required for travel to Bank offices, training sessions, customer meetings, Bank and community meetings, etc.
The physical demands 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.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, or crouch. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and depth perception.
Must be willing to work in excess of 40 hours per week and Saturdays as scheduled
Posted date: yesterday