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Customer Service Representative

Company: Fidelity Bank of North Carolina
Location: Fuquay Varina
Posted on: November 18, 2021

Job Description:

SUMMARY: Assists with achieving branch growth and profitability goals by effectively implementing branch's marketing and business development plan; providing information pertaining to products and services; providing quality customer service. The incumbent is often the first contact with the customer and plays a major role in the sale of retail products and services. This is primarily an in-house sales position, with high customer contact. Focus is on all deposit products, retail credit products, and fee-based services. PRINCIPAL ACCOUNTABILITIES: Time: Description: 33% Service Excellence: * Maintain service excellence demonstrated by exceptional Right By You quality customer service. * Assist customers in a professional manner. * Serve as a back up for the teller line when necessary in order to provide quality customer service. * Facilitate customer retention program through outbound letters and calls while involving the tellers in this process. 33% Operational Risk/Loss Mitigation: * Mitigates losses through work accuracy and adherence with Bank policies and procedures, internal controls and regulatory guidelines. * Open new accounts, service existing customers and answer customer inquiries. * Assist tellers with decision making skills.- Approve checks and transactions as authorized. * Plan, organize, and oversee the activities of the Branch to ensure all transactions are completed in an accurate and timely manner. * Performs various office duties as assigned and adhere to all Bank policies and procedures. * Perform operational duties as assigned by Branch Manager. * Delegate operational duties to tellers as needed. * Strive for a satisfactory audit rating. * Review all documentation pertaining to the Bank's internal controls. * Serve as the Internal Control coordinator and ensure that all Internal Controls are completed accurately and timely manner. 34% Business Development: * Ensures achievement of annual referral goals through effective relationship sales activities. * Continually strive to create profitable business through pro-active cross selling and relationship enhancement. * Maintain current knowledge of all Bank products / services. * Discuss products with customers, describe how products meet needs and advise which product best match needs. * Strive to enhance each customer relationship. * Assist Branch Manager with weekly sales meetings and promote sales of Bank products and service thorough team work. * Meet production and performance goals as assigned by Branch Manager. * Represent the Bank within the community by developing and promoting additional business. BASIC QUALIFICATIONS: High school diploma or GED and 3 years of branch banking experience. ADDITIONAL QUALIFICATIONS: Strong selling, referral, and service skills to effectively sell Bank products. Ability to influence, motivate, and coach. Strong communication skills. Ability to identify, think through, and solve problems accurately and efficiently. Strong decision making skills. Ability to handle confidential and proprietary information. Effective computer skills. Maintains a friendly, courteous and professional demeanor. PREFERRED QUALIFICATIONS: In-depth knowledge of branch operations, Bank policy and procedures, including the teller and customer service functions. General knowledge of retail and commercial credit products so as to make quality referrals. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Affirmative Action/Equal Opportunity Employer

Keywords: Fidelity Bank of North Carolina, Cary , Customer Service Representative, Hospitality & Tourism , Fuquay Varina, North Carolina

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