Position Description

Customer Service Representative
Location Des Moines, IA
# of openings 1
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This position provides a critical customer service role for all our branch locations.  This is a part-time position averaging 35 hours per week (standard part-time schedule to be Monday through Friday from 10:30 a.m.– 6 p.m. with rotating closing schedule 12:30 p.m. - 8:00 p.m. and rotating Saturday from 8 a.m.-12p.m.).  In addition to salary, this position would be eligible for all Bankers Trust benefits (health benefits, 401k, paid-time off, etc.) and an annual incentive/bonus.

Provide prompt, courteous and accurate information to customers regarding account information and bank products and services.  Perform a variety of banking functions including processing of online accounts, processing stop payment requests and transferring funds for customers.  Generate revenue by using product knowledge to refer and cross-sell bank products and services.

ESSENTIAL RESPONSIBILITIES:

  • Provide accurate information about accounts and bank products and services via telephone and email.

  • Act as a liaison between customers and operational departments of the bank.  Examples include facilitating research requests, ATM Disputesstop payment orders, check orders, funds transfer requests, fee reversals, processing checking reserve/personal line of credit applications, verifying online banking enrollments, and resolving ATM & bill payment disputes for customers.

  • Refer and cross-sell bank products and services through outbound sales calls and referring callers to other areas of the bank. 

  • Identify customer issues and notify management, branches, security officer, or any other relevant personnel. Send a Branch Alert when necessary.

  • Assist personal and business customers with online banking and mobile banking issues.

  • Process Online Accounts.

  • Ability to give direction via phone.

  • Prepare and send out letters/packets of information to targeted customers regarding banking products/services.

    EDUCATION/EXPERIENCE:

  • High School Diploma or equivalent

  • One-year experience in a customer contact position with emphasis on sales.

  • Previous telemarketing experience desired.

  • Prefer previous banking experience and/or knowledge of financial products/services

    REQUIRED SKILLS:

  • Excellent customer relations skills.

  • Excellent oral and written communication skills.

  • Strong computer skills and knowledge

  • Demonstrated sales ability.

  • Basic data entry skills.

  • Organizational skills.

  • Ability to multi-task.

  • Balancing

  • Typing

WORK SCHEDULE: Part Time position: Averaging 35 hours per week

Standard part-time schedule to be Monday through Friday from 10:30 a.m.– 6 p.m. with rotating closing schedule 12:30 p.m. - 8:00 p.m. and rotating Saturday from 8 a.m.-12p.m.

In addition to salary, this position would be eligible for all Bankers Trust benefits (health benefits, 401k, paid-time off, etc.) and an annual incentive/bonus.

AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER

“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”

 

 

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