Customer Service Representative

At American Bank we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards.

Responsibilities include, but are not limited to:

GENERAL:

• Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction.
• Meets company service standards, including greeting customers and making them feel welcome
• Service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines including but not limited to deposits, withdrawals, payments, check cashing, and additional transactions upon request.
• Solicits assistance from management as needed. Seeks management approval for transactions and rates for special relationship pricing above authorized limits. Notifies management of suspicious and questionable transactions.
• Adheres to all bank compliance, security, and operational policies and procedures.
• Maintains a cash drawer and performs daily branch operational balancing procedures.
• Open accounts include but are not limited to checking, savings, safe deposit box, basic business-related, etc.
• Performs changes to existing accounts as requested by the customer.
• Proactively looks for ways to improve processes that will improve the customer’s experience and communicate those ideas to branch management.
• If applicable, allow entry of safe deposit box holders.
• Maintains customer confidentiality.
• May participate in bank promotions, external community events, and promotional activities.
• Complete other specified duties as assigned.

SALES:

• Develops and maintains relationships with business partners.
• Develops and maintains strong relationships with customers.
• Educate and encourage customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking.
• Actively seeks out and maintains basic product knowledge of all banking products through training courses, branch meetings, corporate communications, etc.