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Customer Service Representative: White Plains, NY
Job ID: PM212 Department: Retail Banking Title: Senior Customer Service Representative Customer Service Representative Exempt/Non-Exempt: Non-Exempt Report to: Branch Manager/Assistant Branch Manager Supervises: N/A Position Summary: Ensures efficient day to day operations of branch transactions. Ensures bank policies and procedures are followed. Develops business by establishing and maintaining sound relationships with existing and potential customers. Ensures adequate coverage of branch by assisting branch administration in scheduling tellers and other customer service staff. |
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Primary Functions:
Requirements for position:
Experience in banking operations and functions. Good sales skills and ability to develop business. Notary Public, State of New York, excellent verbal and communication skills.
- Opens accounts and services customers
- Assist in training personnel
- Maintains ongoing aggressive, sound, program of business development to meet objectives. Participates in local community affairs and supports local activities.
- Maintains checks on physical property and equipment; ensures observance of established security procedures.
- Prepares various operating reports as directed.
- Performs other tasks requested by supervisor as they relate to the Bank and its functions.
- Evaluates established procedures and recommends changes.
- Ensure correct account opening through Streamline system
- Familiar and knowledgeable with bank BSA policies and procedures
- Completes BSA required training in a timely manner
- Opens and closes branch, familiar with branch security procedures
- Support sales / service activities within the branch by participating in seminars, micro-marketing events, promotional campaigns, product initiatives.
- Resolve escalated customer complaints/issues promptly and effectively.
- Ensure correct account opening documentations and follow CIP/CIF check list. Follow up calls to new account customers to improve the overall customer experience.
Requirements for position:
Experience in banking operations and functions. Good sales skills and ability to develop business. Notary Public, State of New York, excellent verbal and communication skills.