Senior Customer Service Representative (Float) jobs in United States
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Centennial Bank ยท 3 months ago

Senior Customer Service Representative (Float)

Centennial Bank is seeking a Senior Customer Service Representative (Float) who will be responsible for retaining existing relationships and opening new deposit accounts in accordance with branch goals. This role involves promoting and cross-selling bank products and services while floating to different branch locations as needed.

BankingFinanceFinancial Services

Responsibilities

Responsible for opening all consumer and business accounts and services
Complies with all applicable regulations, policies and procedures
Assess customer needs and cross sell appropriate products and services
May function as Teller, Teller Supervisor or Assistant Branch Manager as needed
Supports and contributes to the attainment of branch goals
Refers new business to company subsidiaries, such as insurance, mortgage and brokerage
Resolves customer concerns and ensures effective and long term problem resolution
Develops and builds customer loyalty
Follows up on referrals made by other team members
Assists with loan origination and processing as needed
Answers customer inquiries relating to products, rates and services
Provides ancillary services such as notary services
Responsible for tracking and monitoring of all required documentation
Maintains positive, friendly and professional attitude and appearance
Adheres to work schedules
Provides assistance to other retail staff on complex new account issues
Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed
The ability to work in a constant state of alertness and in a safe manner
Perform any other related duties as required or assigned

Qualification

Sales abilityGeneral banking knowledgeSpreadsheet softwareBasic accountingMathematical skillsCommunication skillsCritical thinking

Required

Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc
Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 2 years related experience and/or training, or equivalent combination of education and experience
Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
Ability to apply concepts such as fractions, ratios, and proportions to practical situations
Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions
Ability to deal with problems involving several known variables in situations of a routine nature
Intermediate: Spreadsheet
Basic: 10-Key, Payroll Systems, Word Processing/Typing
Employee must be available to float between work locations as needed
Sales ability in banking or related field
General banking product knowledge
The ability to work in a constant state of alertness and in a safe manner

Company

Centennial Bank

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Centennial Bank offers businesses, investors, and municipalities a wide range of commercial, retail banking, and related financial services.

Funding

Current Stage
Late Stage

Leadership Team

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Arlene Lovelace
SVP, Chief Human Resources Officer
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Brandon Cass
SVP, Chief Information Security Officer
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Company data provided by crunchbase