Customer Service Representative

Role overview

Key duties

• Identify needs and refer customers to colleagues; handle banking transactions, inquiries, and service requests.
• Welcome customers and guide them through digital and self-service banking options.
• Review customer profiles and discuss everyday banking plans, credit cards, and relevant promotions.
• Escalate complex customer situations and complete routine service tasks within service-level agreements.
• Support inventory management, escalated requests, application follow-up, filing, and branch opening and closing activities.
• Manage, load, and reconcile cash transactions between treasury and branch units.
• Follow risk, privacy, compliance, and regulatory policies; identify and report suspicious activity.
• Protect bank assets and customer interests, solve problems within set limits, and escalate when needed.

Qualifications

• No prior experience is necessary; a related post-secondary degree or certification is desirable.
• Knowledge of personal, commercial, and partner offers and basic specialized sales and business banking solutions.
• Confident use of social media, tablets, smartphones, online tools, and applications.
• Able to help customers use digital applications and understand their benefits.
• Basic verbal and written communication, organization, and collaboration skills; strong interpersonal, listening, and problem-solving abilities.
• Professional presence, customer focus, initiative, and readiness to collaborate.

Schedule

• Work may be assigned across multiple branches or channels based on market needs.
• Days, hours, and shifts may vary from week to week.

Compensation

• The posting lists a salary range of $35,500–$55,000 and identifies the pay type as salaried; it does not specify a salary cadence.
• Part-time salaries are prorated based on regularly worked hours.