CUST SERV REP at First Bank, Upper Michigan

Escanaba, Michigan, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Dec, 25

Salary

0.0

Posted On

24 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication, Clerical Skills, Keyboarding, Computer Skills, Numerical Aptitude, Multi-tasking, Customer Service, Problem Solving, Integrity, Professionalism, Attention to Detail, Sales Orientation, Regulatory Compliance, Training, Account Management, Relationship Management

Industry

Banking

Description

Description The Customer Service Representative (CSR) serves as a key point of contact for customers, providing knowledgeable support and guidance on the Bank’s products and services. With a focus on delivering exceptional customer experiences, the CSR is responsible for opening new accounts, managing existing relationships, and resolving service-related issues with efficiency and professionalism. This role plays a vital part in upholding the Bank’s customer service standards, maintaining regulatory compliance, and contributing to overall customer satisfaction and retention. ESSENTIAL FUNCTIONS: · Responsible for account opening and effective cross-selling of products and services, as well as ongoing account relationship management. · Perform account and card maintenance and disputes. · Resolve product or service problems, expedite corrections or adjustments and follow up to ensure resolution. · Conduct training on products and services. · Ensure sound deposit practices, implement form revisions, maintain accurate disclosures, convey regulatory changes, update and distribute materials and ensure deposit-side software updates are complete. · Participate in customer service & staff meetings. · Comply with all requirements, policies and procedures of the Bank Secrecy Act (BSA) and attend all mandatory BSA training as needed for this position. Additionally required to complete all required compliance and regulatory training, not limited to BSA. · Assume and accomplish other duties as assigned. REQUIREMENTS: · Must possess excellent communication, clerical, keyboarding and computer skills. Should have a good numerical aptitude. Must be able to multi-task. A thorough understanding of First Bank products and services is necessary and a sales-oriented nature is preferred. · Requires exemplary knowledge of commonly-used concepts, practices and procedures within the customer service field. · Professionalism must be exhibited and confidentiality respected at all times. OTHER WORK: · Assist officer(s) in all capacities including customer service administrative duties, preparation of correspondence and Bank functions, project fulfillment and other management-related administrative and clerical duties. KEY CORE COMPETENCIES: Work Standards • Sets and maintains high performance standards. • Pays close attention to detail, accuracy and completeness. • Shows concern for all aspects of the job and follows up on work outputs. Motivation • Displays energy and enthusiasm in approaching the job. • Commits to putting in additional effort. • Maintains high level of productivity and self-direction. Reliability • Takes personal responsibility for job performance. • Completes work in a timely and consistent manner. • Sticks to commitments. Problem Solving • Analyzes problem by gathering and organizing all relevant information. • Identifies cause and effect relationships. • Comes up with appropriate solutions. Communication • Expresses ideas effectively. • Organizes and delivers information appropriately. • Listens actively. Integrity • Shares complete and accurate information. • Maintains confidentiality and meets own commitments. • Adheres to organizational policies and procedures. REQUIRED/PREFERRED EDUCATION & EXPERIENCE: Previous office or Teller, Level I & II experience preferred. WORK ENVIRONMENT: This job operates in a professional office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. POSITION TYPE AND EXPECTED HOURS OF WORK: This is a full-time position. Days and hours of work are Monday through Friday 8:15 a.m. to 5:15 p.m. Occasional evening and weekend work may be required as job duties demand. PHYSICAL DEMANDS: Position may require individual to perform repetitive motion in operating equipment such as keyboard, calculator or other bank/office-related machinery. While performing duties the employee may have to lift and/or move up to 25 pounds. Position requirements may be, but are not limited to, walking, standing, sitting, bending, talking, hearing and communicating. The physical demands are representative of those that must be met to successfully perform the essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. ADDITIONAL REQUIREMENTS: · Valid driver’s license and ability to be insured required if driving. · Position requires attendance at meetings. · Some travel is expected for this position. However, travel is primarily local and during the business day. · Employees are responsible for the upkeep/organization of their work area and in cooperation with others in shared areas.

Responsibilities

The Customer Service Representative (CSR) provides knowledgeable support and guidance on the Bank’s products and services while focusing on delivering exceptional customer experiences. Responsibilities include opening new accounts, managing existing relationships, and resolving service-related issues efficiently and professionally.