Client Support Representative

The Client Support Representative (CSR) serves as the first point of contact for customers.

The CSR is the first point of contact for all phone calls coming into the bank.

The calls will include customer issue’s, balance inquiries, and questions on products and services.

The Customer Support Representative must assist customers with their needs while being friendly, courteous, efficient and cooperative.

• Provide excellent customer service by handling inbound and limited outbound calls.
• Responds to inquiries and determines the appropriate response or direction for the caller.
• Responsible for researching and resolving customer inquiries and issues.
• Responsible for providing bank services while on customer calls which include credit and deposit services.
• Collect stop payment notices and review documentation for completeness.
• Process documentation and ensure proper documentation before sending to deposit operations for client requests.
• Ability to collaborate within and across teams and other departments.
• Other duties as assigned.

• High School Diploma or equivalent.
• One year of previous banking experience preferred.

• Knowledge of Microsoft Office applications (Excel, Word, Powerpoint).
• Strong verbal and written communication skills.
• Detail oriented and ability to work under pressure of deadlines.
• All candidates will be required to complete a pre-employment background, credit, and drug screening.