Customer Service Representative

• Process and manage member accounts; opening, closing and perform account maintenance and all teller transactions.
• Assist and advise members on using online and mobile banking systems.
• Process applications and fund consumer loans such as auto loans, credit cards and personal loans.
• Identify member needs, research issues and provide solutions and/or alternatives.
• Process wire transfers, payments, file disputes and claims.

• Manage large amounts of inbound and outbound calls in a timely manner.
• Handle customer inquiries both over the phone and email.
• Process account openings/closings, account maintenance and wire transfers.
• Identify opportunities to upsell products when they arise.
• Identify and participate in the development of system driven process improvements.
• Provide Feedback to management on areas of improvement.

• Execute customer transactions including deposits, withdrawals and cashier checks.
• Responsible for the administration and daily operation of the bank.
• Prepare for audits by overseeing all paperwork on sales.
• Provide full range of financial services to clients based on evaluation of their financial needs