Customer Service Representative

Job Summary

Provides a complete range of banking services to customers including opening and maintaining new and existing accounts. Performs business development duties including cross-selling and refers products and services. Ensures that all account documentation is properly completed and routed to the appropriate department in a timely manner.

Minimum Job Requirements

• High school diploma or equivalent.
• At least six months of recent sales or cash handling experience in a retail environment.
• Demonstrated ability to deliver excellent client service and provide team support
• Contributes to sales initiatives and cross-sell products and services (sales experience preferred).
• Ability to successfully complete all core and compliance training.
• Knowledgeable of computers and standard office equipment.
• May require standing for long periods of time while attending customers.
• Bilingual skills (English/Spanish/Portuguese) a plus.
• Good written and verbal communication skills
• Excellent interpersonal, organizational, and analytical skills.
• Knowledge of financial services and regulatory compliance: Consumer Compliance, Deposit Compliance Regulations, Lending Compliance Regulations, Know Your Customer, Customer Identification Program, BSA/Anti-money Laundering, and OFAC.
• Demonstrated ability to deliver excellent client service and provide team support.
• Excellent follow-up skills.
• Proficient in use of the Internet.
• Proficient in Microsoft programs: Outlook, Excel and Word
• Proficient in the use of banking software: including origination systems, core banking, wire transfer systems, imaging, etc.
• Contributes to building a positive team spirit; supports everyone’s effort to succeed.
• Commitment to the Bank’s customer service staff members’ promise.
• Adherence to Sunstate Bank’s approved Policies and Branch Operations Platform Manual and Teller Operations Manual.
• Adherence to Sunstate Bank’s Branch Adherence to Sunstate Bank’s attendance and punctuality policies.
• Adherence to Sunstate Bank’s Code of Ethics, Policies and Procedures
• Adherence to Sunstate Bank’s regulatory and compliance training program.
• Flexibility to work in any location within the Sunstate Bank system and on Saturdays according to branch schedules.