Customer Service Representative
Customer Service Representative, Leesburg VA (Full Time)
Summit Community Bank
Experience or Skill requirements:
Prior retail banking experience preferred.
Prior customer service experience preferred.
The Employee must be comfortable and confident in a sales and service environment
Highly goal-oriented
Must be able to be a part of a team and work closely with fellow Customer Service Representatives and Customer Service Tellers
Must have and exhibit a professional manner and exhibit good interpersonal skills
Position requires the employee to be cross-trained as a Customer Service Teller and be able to be cross-utilized based on the needs of the branch office
Must have computer knowledge, good typing skills, math skills, and be a good listener and problem solver
Other services as needed, such as Notary and NMLS registration
Duties:
Customer Service Representatives will perform a broad variety of account opening and customer services
Opens a wide variety of Consumer and Business Bank Accounts including loans and deposits
Identifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and Insurance
Ability to identify and cross-sell next Summit service or product
Will need to be able to assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistance
Must be able to assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan products
Will be asked to educate and profile clients using bank systems
Will be asked to organize their work to include but not limited to complete sales tracking, plans, follow up client calls, client onboarding and client retention
Adheres to all policies and procedures of the company
Follows operational procedures to include security
Customer Service Representative will make our promise of “Service Beyond Expectations” Begins with Me real and believable by following our defined principles
Other duties as assigned.
Relationships:
Will work closely with and report to the Community Bank Manager
Expected to work closely with branch staff, HQ employees and others at Summit
Expected to work with all employees to maintain the safety and security of the branch
A Customer Service Representative is an important part of our Summit team and will embrace each employee’s expertise and contributions. They will be expected to inspire collaboration among co-workers and clients, assist others and be aware of what needs to be done and take action to improve the quality of service to our clients.
Come join the Summit team!
For a complete job description and to complete an application please apply online.
Summit Financial Group and the Subsidiaries are an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.