Customer Service Representative
On-sitePort Allen, Louisiana, United States
Port Allen, Louisiana, United StatesOn-siteFull TimeMedium
Full TimeMedium
Job Summary
Process new and maintenance account transactions, assist customers in selecting financial services, and cross-sell products to meet sales goals. Balance cash items, monitor accounts, prepare statements, and handle complex customer problems while maintaining professional rapport. Complete delegated reports, coordinate cash shipments, and ensure compliance with all banking regulations and policies. Work in a team environment with minimal supervision, demonstrating sound judgment in decision-making and problem-solving. Requires 2+ years of sales experience and prior customer service background.
Required Qualifications
- 2 + years sales experience
- High School diploma or equivalent
- Ability to perform basic math functions
- Ability to properly read and write well enough to communicate in both oral and written form
- Ability to perform duties with minimal supervision
- Must take initiative and utilize sound judgment in decision making and higher level problem solving
- Must have the ability to demonstrate a sales initiative
- Ability to work under stress and meet deadlines
- Ability to operate a keyboard if required performing the essential job functions
- Ability to read and interpret a document
- Ability to travel if required to perform the essential job functions
- Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions
Desired Qualifications
- Prior CSR experience
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