Customer Service Representative/New Accounts jobs in United States
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Garrett State Bank · 3 days ago

Customer Service Representative/New Accounts

Garrett State Bank is a financial institution seeking a Customer Service Representative/New Accounts. The role involves providing a complete range of customer services, including opening new accounts, processing teller work, and assisting customers with inquiries and account issues.

BankingFinanceFinancial Services

Responsibilities

Balance vault, teller sheets, and ATM
Maintains knowledge of branch policies and procedures with respect to approving checks and overrides
Participates in activities for generating new business such as sales calls and special events
Answer phones-direct call to the appropriate staff according to customer needs and take message as needed
Processes teller work
Provides a complete range of customer services, including opening new accounts and selling services, explaining available financial institution products and services, and gathering customer information to process accounts including IRA’s, certificates, and business accounts
Prepares paperwork and assists customers in the signing of documents
Answers customer inquiries and assists customers with other account issues
Assists tellers in locating discrepancies
Performs a variety of customer service activities, such as account holds, stop-payment orders, wire transfers, and check confirmation
Scheduling Office ~ tellers
Supervise tellers while managers are out of the office
Assist in maintaining a professional business atmosphere
Assist in other areas of the financial institution as needed

Qualification

Financial institution experienceMicrosoft Office SuiteWritten communicationVerbal communication

Required

2 years' experience in a financial institution
Excellent written and verbal skills
Experienced with Microsoft Office Suite

Company

Garrett State Bank

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Garrett State Bank is a banking & financial firm that mainly provides loans & mortgage services.

Funding

Current Stage
Early Stage

Leadership Team

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Mark Fogt
President and CEO
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Company data provided by crunchbase