United States of America Latest Jobs Published. Identifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and Insurance. Ability to identify and cross-sell next Summit service or product.
Customer Service Representative will need to be able to assist clients in many aspects of their accounts, including account reconciliation, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistance. The employee must be able to assist and open CDARS accounts/transactions, IRA accounts/transactions, and consumer loan products. The employee will also be asked to educate and profile clients using bank systems.
The employee will be asked to organize their work to include but not limited to complete sales tracking, plans, follow up client calls, client onboarding and client retention. Adheres to all policy and procedures of the company. Follows operational procedures to include security. Customer Service Representative will make our promise of “Service Beyond Expectations” Begins with Me real and believable by following our defined principles.
The employee must be comfortable and confident in a sales and service environment. They must be able to be part of a team and work closely with fellow Customer Service Tellers and Customer Service Representatives. They must have and exhibit a professional manner and exhibit good interpersonal skills. Must have computer knowledge, good typing skills, math skills, attention to detail, and be a good listener.