Client Service Representative - Elm Grove

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Do you have excellent customer service skills and cash handling experience?  Do you strive to be a continuous learner and want to contribute to the success of a growing bank?  Do you love to have off on the weekends?  We are currently searching for the right candidate to join our team as a full-time Client Service Representative at our Elm Grove location. 

Below are more details on what makes a successful Client Service Representative (CSR) here at Commerce State Bank.  Let’s get connected soon –apply today!

Position Overview

The best CSR is dependable, proactive and owns their actions from beginning to end of a client interaction.  Also, they provide outstanding customer service by acknowledging the client as they walk through the doors, practice active listening, are able to problem solve by knowing their resources, and can cross sell with great confidence.  

Organization

A strong predictor of accomplishment for a CSR is a dedication to their own development, a willingness to step up and get it done, as well the ability to hold team mates accountable by giving and receiving feedback.   The successful CSR will have the opportunity to make independent decisions and problem solve with the clients. The pace of the job can vary between slow and moderate with peaks of busy.   When branch traffic decreases a CSR always has other tasks to catch up on, such as client calls, account follow-up, etc.  The CSR has the ability to cross-sell product, partner with other departments, provide referrals and recommend cost/expense controls, resulting in increased sales and improved profitability, which will take the bank to the next level.

Performance Objectives

  1. Become a dependable and reliable team player: From the start have excellent attendance and be on time; the team and the clients rely on each and every CSR at the branch every day.
  2. Fully engage in training plan: Actively participate in 90-day detailed training plan with a seasoned banker; open to new ideas; ask questions.
  3. Maintain accounts: Within the first quarter gain confidence in the job; begin to work more independently and perform account maintenance accurately and efficiently after 6 months.
  4. Engage in sales conversations: After 6 months there is a full comfort level with sales conversation and can confidently recommend and cross sell a multitude of products. 

Experience

A CSR for the bank needs to have at least 1 to 3 years’ experience, including background in providing excellent customer service (in bank setting or other) as well as a history of being attentive, personable, accurate and confident. 

Commerce State Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

NOTICE:  Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States.  Commerce State Bank participates in E-Verify to confirm job applicants’ work authorization.

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