SouthEast Bank
  • - Chattanooga
  • Chattanooga, TN, USA
  • Hourly
  • Full Time

TITLE: Customer Service Representative (CSR)
DEPARTMENT: Front Office
SUPERVISES: None
JOB CLASSIFICATION: Hourly/Non-Exempt


BASIC FUNCTION:
Customer Service Representatives are often the first to interact with new customers and the ones that help them form an opinion of the bank. By having a conversation and understanding what a customer needs the CSR can recommend and open personalized product and service solutions that address those needs. The most important job as the face of SouthEast Bank is to build a long-lasting relationship that helps us match customers with the solutions they need to help them reach their financial goals.


ESSENTIAL FUNCTIONS:

  • Primary focus is assisting with client's sales opportunities with additional activities related to service needs, based on over needs of the branch. 
  • Use resources to conduct effective client conversations in person and on the telephone and open retail accounts.
  • Provide financial solutions that meet client needs
  • Referring to other lines of business partners for additional solutions. Partners include, but are not limited to: Customer Care Representative, Mortgage, Elfi, Treasury Services, and Merchant Services.
  • Cross-sell bank products and services based on customer needs, in accordance with the bank's program standards. 
  • Ensure compliance with internal controls, operational procedures and risk management policies. 
  • Purse on-going education of SouthEast Bank products, services, other lines of business, and federal regulations. 
  • Make proactive outbound calls to clients and prospects.
  • Carry out other duties as requested or assigned.


SKILLS AND KNOWLEDGE:

  • Tact and diplomacy in dealing with both customers and employees 
  • Strong organizational, communication, and computer skills 
  • Detail orientated 
  • Knowledge of bank regulations 
  • Pleasant telephone manner 
  • Problem solving skills 
  • Multitasking


WORKING CONDITIONS:

  • Sitting for long periods of time; standing and walking periodically.
  • Lift 10-20lbs periodically.


REQUIREMENTS:

  • High school diploma or equivalent, required.
  • Associates or Bachelor's degree, preferred. 
  • Banking customer service experience, preferred.



This position has been closed and is no longer available.
SouthEast Bank

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SouthEast Bank