New Accounts/CSR
Summary
| Title: | New Accounts/CSR |
|---|---|
| ID: | 1232 |
| Job Location : | Laurel, MS |
Description
New Accounts /Customer Service Representative
1808 Hwy 84 West
Laurel, MS
1808 Hwy 84 West
Laurel, MS
Operating Hours - Lobby 9 a.m. to 4 p.m. Monday through Thursday, 5:30 p.m. Fridays
See benefits for full-time employees on our website, firststatebnk.com.
Qualifications - THOSE WHO MEET MINIMUM QUALIFICATIONS WILL BE GIVEN CONSIDERATION FOR EMPLOYMENT
* Knowledge of Horizon would be ideal;
* Essential skills include a working knowledge of Word and Excel and, in general, moderate computer skills; math and reasoning abilities;
* Necessary skills include organizational, multi-tasking, prioritization, initiative, communications (verbal, written and interpersonal), the ability to work independently according to Bank policy and procedures, the ability to meet deadlines, to offer assistance to others in a helpful manner and the ability to focus on a task in an open environment with the expectation of interruptions.
*Learned skills will be knowledge of Bank products and services to evaluate customer needs and provide informed assistance.
Primary Objective - To take care of customers' banking needs with concern and knowledge of Bank products and services according to practice and procedure in a team-oriented environment.
A New Accounts Representative/CSR assists customers with their new account (checking, savings, CD, IRAs) needs. The successful person embraces the challenges of the many responsibilities and performs them with confidence.
Primary Responsibilities – To assist customers by phone or in person with loan, new account, IRA and CD needs or by directing customers to the department that can best assist them; daily scan paperwork into the system; order checks, take debit card applications, perform account maintenance, and to speak knowledgeably about Online Banking, Bill Pay and Mobile Banking. New Accounts responsibilities include assisting customers with their new account (checking, savings, CDs, IRAs) needs by following established procedures, clearing exceptions (i.e. errors made during the opening process) in compliance with regulatory guidelines, ordering checks, creating debit cards, scanning paperwork, answering phones and assisting co-workers as needed.
Expectations are to perform all job duties and other responsibilities as assigned and to follow all safety rules and regulations.Regular attendance according to the work schedule is necessary and essential as is receiving detailed information verbally, in person and by telephone. Extensive reading and computer use is expected the majority of the time.
EEO - Race/Sex/Vets/Disabled
