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Customer Service Representative

Company: Freedom Bank
Location: Reston
Posted on: April 3, 2024

Job Description:

DescriptionJob SummaryThe Client Service Representative (CSR) handles routine transactions for clients such as cashing checks, accepting deposits and loan payments, has the responsibility for opening and servicing all types of deposit accounts, and for promoting other bank services. Assist new and existing clients through needs-based conversations and provide appropriate solutions to meet their needs. Perform all duties within the compliance of the Bank's policies and procedures.Reporting StructureThe CSR position is under the direction and supervision of the Branch Operations Manager.Essential Duties and Responsibilities

  • Enhances client relationships by understanding all of the Bank's products and services, initiating conversations to identify client needs and recommending product and service solutions to match those needs, including referrals to other lines of business
  • Performs client transactions such as the accepting of deposits and payments, disbursing of cash, issuing of official checks, preparing of currency transaction reports and placing stop payments
  • Performs all duties associated with opening, maintaining and closing all types of client deposit accounts and assisting with optional account services, including stop payments, wire transfers, check orders and debit card requests
  • Develops and maintains knowledge of bank products and services
  • Participates in sales outreach strategies including outbound calling to achieve individual and team goals for deposit growth and referrals to our business line partners
  • Represents and participates in community events sponsored by the Bank
  • Make a concentrated effort to solve client concerns, issues and problems
  • Maintains proficiency in digital channel technology and possesses the ability to educate clients
  • Identifies risk and escalate concerns through proper channels
  • Completes and passes all required BVS classes on time
  • Maintains security of cash drawer
  • Adheres to all bank and regulatory policies and procedures specific to position
  • Performs other duties as assignedRequirements
    • HS Diploma or GED required, 2-year degree preferred
    • 1+ years of related experience required
    • Teller experience (Preferred)
    • Strong interpersonal skills with ability to build relationships
    • Excellent customer service skills
    • Strong oral and written communication skills
    • Competence to exercise sound business judgement
    • Proficient computer skills
    • Capability to handle multiple tasks with attention to detail
    • Ability to work independently or as a member of a teamThe Freedom Bank of Virginia is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. If you are disabled and need assistance in the application process, please email

Keywords: Freedom Bank, Reston , Customer Service Representative, Sales , Reston, Virginia

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