CSR, Investment Services

Purpose:

While projecting a professional image; knowledgeably interact with new and existing customers; and in coordination with the financial consultant match services that best fit the clients individual needs. Assist in maintaining and servicing an existing client base of business. Respond to inquiries and resolve issues.

Essential Functions:

• Ensure that customers are assisted promptly in person, by telephone, or electronically by meeting or exceeding Bank standards as identified in the SMILE program.
• According to policy, open new accounts, update customer files, or close accounts.
• Meet accuracy and correctness of work standards as required.
• Meet or exceed required cross-sell requirements annually.
• Contribute to branch deposit growth and branch profitability annual goals.
• Resolve customer complaints or ensure that the complaint is referred to the appropriate individual for resolution.
• Record detail documentation of customer interactions and transactions, complaints, and comments, as well as actions taken.
• Verify and ensure that appropriate action was taken in resolving customer problems.
• Other duties, as assigned.

Qualifications:

• High School diploma or equivalent required
• Typically requires 2-3 years of related work experience and the knowledge, skills and ability to perform the essential requirements of the job.

• Long periods of standing or sitting, typing and repetitive motion
• Ability to lift and carry up to 50 lbs on occasion