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Customer Service Representative I (CSR I) - FT - Covington, Ga

United Bank

Covington, GA

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JOB DETAILS
SKILLS
Analysis Skills, Bank Secrecy Act, Banking Regulations, Banking Services, Communication Skills, Community Banking, Computer Skills, Consultative Sales, Cross-Selling, Customer Relations, Customer Support/Service, Detail Oriented, Federal Laws and Regulations, Financial Services, High School Diploma, Internet/Online Service, Maintain Compliance, Mobile Applications, Money Laundering, Multitasking, Needs Assessment, Online Banking, Operations Processes, Presentation/Verbal Skills, Problem Solving Skills, Regulations, Root Cause Analysis, Sales, Sales Support, Service Delivery, State Laws and Regulations, Time Management, Writing Skills
LOCATION
Covington, GA
POSTED
1 day ago
United Bank

Who We Are:

United Bank offers exciting career opportunities and has a unique company mission and culture. We are an innovative and growing 121-year-old, $2.4 billion Community Bank, that proudly provides Signature Serviceto our customers, in 19 locations and 11 counties, throughout Middle Georgia.

View Our Annual Magazine - OUR STORY .

What We Offer:
  • Career opportunities and growth
  • Competitive benefit package. Benefits include: paid employee health insurance, dental insurance, vision insurance, short-term disability insurance, paid long-term disability insurance, paid life insurance, 401(k) plan with employer contributions, Employee Stock Ownership Plan (ESOP) with employer contributions, flexible spending account (FSA), wellness program, employee assistance program, vacation time, sick time, paid federal holidays, and other unique perks.
  • Flexibility
  • Unique Culture
Job Title: Customer Service Representative I (CSR I)

Job Summary:

The Customer Service Representative (CSR) serves as the first point of contact for our customers. This role is responsible for delivering exceptional Signature Service, building customer relationships, identifying customer needs, and supporting opening and maintaining individual and business accounts. The CSR uses a consultative approach to understand customer needs, recommend tailored products and services, and ensure a seamless banking experience.

General Description/Duties:

Duties include but are not limited to the following:
  • Utilize a consultative sales approach to identify customers' financial goals and recommend appropriate products and services.
  • Open, maintain, and service a variety of deposit accounts and related financial services.
  • Build and expand customer relationships through proactive outreach and follow-up.
  • Resolve customer concerns by identifying root causes, implementing timely solutions, and ensuring complete resolution.
  • Recognize cross-sell and referral opportunities and connect customers with appropriate internal partners.
  • Accurately document and track customer interactions to support effective sales and service delivery. Maintain strict adherence to internal controls, policies, and operational procedures.
  • Comply with all applicable federal and state banking regulations, including but not limited to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Customer Identification Program (CIP) requirements. Collaborate effectively with team members and business partners to support branch and organizational goals.
  • Actively participate in ongoing training and professional development to remain current on products, services, and regulatory changes.
  • Other duties as assigned.
Requirements:
  • High school diploma or equivalent required.
  • Minimum of one (1) year of customer service and/or sales experience preferred (banking experience a plus).
  • Demonstrated ability to build relationships and provide consultative solutions.
  • Strong computer proficiency and comfort learning new technology platforms.
  • Excellent verbal and written communication skills.
  • Strong analytical thinking and problem-solving abilities.
  • Detail-oriented with the ability to manage multiple priorities in a fast-paced environment.
  • Technologically proficient with the ability to quickly learn and adapt to new banking platforms, digital tools, and evolving financial technology.
  • Comfortable assisting customers with digital banking services such as online banking, mobile apps, remote deposit capture, and other electronic services.

About the Company

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United Bank

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