Customer Service Representative I

GENERAL DESCRIPTION OF POSITION

The Customer Service Representative I (CSR) is responsible for retaining existing relationships and establishing new deposit accounts in accordance with branch goals. The CSR is also responsible for promoting and cross-selling bank products and services.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Open new accounts including checking, savings, CDs, IRAs and other products Offered by the bank.
2. Complies with all applicable regulations, policies and procedures.
3. Assess customer needs and cross sell appropriate products and services.
4. Functions as Teller, Sr. Teller or Teller Supervisor as needed.
5. Supports attainment of branch goals.
6. Refers new business to company subsidiaries, such as insurance, mortgage and brokerage.
7. Resolve customer concerns and ensure effective and long term problem resolution.
8. Develops and builds customer loyalty.
9. Follows up on referrals made ...