Customer Service Representative
Roberta, GA Roberta
Job Type


Position Summary: Provides excellent customer service by building enduring relationships, selling, communicating, and referring products to meet customer needs while maintaining efficient and accurate transaction processing. Responsible for the performance of, but not limited to, the below listed duties:


Main Duties & Responsibilities:

  • Greet and offer to assist customers and potential new customers as they enter the branch
  • Answer incoming phone calls to the platform and assist customer if possible over the phone
  • Open all types of accounts
  • Set up new customers to the bank and opens new accounts which are offered by the bank, taking advantage of cross-sell opportunities
  • Take applications for installment loans and lines of credit. Process rejection procedure when an applicant is declined.
  • Remain current on all policy, regulatory and procedural changes
  • Work to establish rapport with customer in order to become their primary financial consultant and assist customers in reaching their financial goals
  • Remain knowledgeable of all bank products and services and be able to communicate to customers about features and benefits. Be aware of competition and be prepared to compare bank products and services with competitors
  • Handle customer complaints and objections
  • Work insurance report for loans, force place when required
  • Handle CTRs and SARs for branch
  • Assist management in whatever duties he/she deems necessary for the bank to  perform most efficiently
  • Participate in training and cross training employees
  • Responsible for complying with BSA policies and procedures
  • Assist on teller lines as needed
  • Other duties as assigned


Job Education & Experience:

  • High School diploma or equivalent
  • Minimum of two years Teller experience
  • Custome service experience
  • Relevant computer skills

Job Competencies:

  • Willingness to work flexible hours
  • Strong listening and communication skills
  • Aptitude for figures
  • Accuracy and attention to details
  • Ability to type
  • Stress tolerance
  • Honesty and integrity
  • Neat appearance
  • Pleasant personality