Customer Services Representative in White Oak, Pennsylvania

Reference #: 7183ca6a-c425-4b37-8cf0-ff198f79d6cc
Description

White Oak: 2003 Lincoln Method, White Oak, PA 15131
Work Days and Anticipated Hours:
Monday – Thursday: 8:30 AM – 5:00 PM
Friday: 8:30 AM – 6:00 PM
Saturday: 9:00 AM – 12:00 PM
(Have to be versatile round department hours).
Operate: Operates a customer support window to supply prospects with high quality service on quite a lot of transactions. Suggests options and choices to the shopper and refers prospects to acceptable areas of the financial institution. Resolves buyer issues/points/issues in an correct and environment friendly method.
Duties and Tasks:
Develops a working ability set, together with competencies in financial institution operations, a robust information of insurance policies and procedures and financial institution merchandise/providers out there to prospects.
Reveals accuracy and balancing abilities by sustaining a balancing charge of 85% in accordance with Retail Insurance policies and Process handbook.
Demonstrates information of Client Financial institution Buyer Service Expectation & provide every buyer distinctive customer support as outlined by Department Administration.
Applies a mix of data of the Buyer Service Data Inquiry Laptop Programs, service abilities, product information, and information of insurance policies and procedures to efficiently function a customer support window in an environment friendly and correct method, offering distinctive customer support on quite a lot of transactions, together with the next:
Using Laptop Inquiry System to correctly establish prospects, confirm authenticity of the requested transaction, and full required steps to guard prospects and the financial institution from fraud (together with, however not restricted to; verifying balances, inserting holds, and documenting correct identification).
Accepting deposits, verifying endorsements, and issuing receipts.
Accepting checks or coupons for cashing, figuring out prospects, verifying endorsements and balances, and/or referring prospects to department administration for authorization.
Accepting financial savings deposits and withdrawals and performing associated duties.
Offering further buyer providers, together with financial institution cash orders, and different providers.
Accepting numerous mortgage funds or different kinds of funds.
Balancing money drawer each day.
Aiding in ATM balancing & settlement, the place relevant.
Aiding in vault balancing, as requested
Promotes the financial institution’s providers, solutions questions concerning banking issues, and directs prospects to different departments for specialised providers.  Identifies buyer wants by profiling every buyer with Laptop Inquiry System for different providers to develop relationships and develops new prospects to extend market share and enhance profitability.
Contribute to Department Gross sales/Service Plan as detailed by Department Administration
Make the most of the Gross sales & Service Alternative instrument to personally concentrate on buyer(s) who you launched to a banker.
Offers providers together with night time deposits, mail deposits, and secure deposit admittance, as wanted.
Maintains a optimistic relationship with financial institution prospects and seeks to contribute to assist develop the department by producing results in the Private Banker platform.
Maintains an excellent working relationship with all financial institution staff.  Demonstrates sturdy interpersonal abilities with the power to work independently, in addition to motivated to work as a workforce participant to contribute to the success of the department and in flip, the group.
Attends and efficiently completes all required coaching on Buyer Service Data Inquiry Laptop Programs, , regulatory and product information and so forth. as wanted.
Performs further duties as required.
Bodily Calls for:
Operates a keypad system: 70% of the day; operates digital gear: 10% of the day; operates workplace gear: 10% of the day. Standing is required 2 hours per day in a straight place. Sitting is required 5 hours per day in a leaning place. Routinely lifts as much as 10 lbs., 2 instances per day. Most raise is 20 lbs., one time per day. Should be capable of often raise and/or mo e as much as 50 lbs. Use of handbook dexterity abilities for typing and knowledge entry as much as 40% of the enterprise day. Particular imaginative and prescient necessities embrace shut imaginative and prescient of 18″-20″ for laptop work. Affordable lodging could also be made to allow people with disabilities to carry out important capabilities.{Qualifications}

Schooling
Excessive Faculty of Educational/Basic (required)

Expertise
1 – 2 years: One to 2 years common expertise and the profitable completion of the retail coaching program. (required)

Equal Alternative Employer/Protected Veterans/People with Disabilities

The contractor is not going to discharge or in another method discriminate in opposition to staff or candidates as a result of they’ve inquired about, mentioned, or disclosed their very own pay or the pay of one other worker or applicant. Nonetheless, staff who’ve entry to the compensation info of different staff or candidates as part of their important job capabilities can’t disclose the pay of different staff or candidates to people who don’t in any other case have entry to compensation info, until the disclosure is (a) in response to a proper criticism or cost, (b) in furtherance of an investigation, continuing, listening to, or motion, together with an investigation carried out by the employer, or (c) in line with the contractor’s authorized obligation to furnish info. 41 CFR 60-1.35(c)

EEO/AA Minority/Feminine/Incapacity/Veteran