Customer Service Representative I

JOB SUMMARY

The Customer Service Representative answers inbound customer telephone inquiries in a responsive and courteous manner.

ESSENTIAL DUTIES

The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross training across other departments, as necessary.

• Resolves customer questions and problems regarding the bank’s portfolio of products and services and other miscellaneous customer service requests
• Completes and maintains related reports, records, and files
• Actively cross-sells bank products and services
• Makes referrals to appropriate bank business units
• Provides support to all operations functions within the Call Center
• Participates in job specific training and other various Bank training programs, as necessary
• Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy
• Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations
• Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML