Job Details
** Retail CSR III-CT - Newnan, GA**
**Job Category****:** Financial Services Representative **Requisition Number****:** RETAI07457 Showing 1 location **Job Details**
**Description**
POSITION TITLE: Customer Service Representative
DIVISION: Retail Consumer
REPORTS DIRECTLY TO: Assistant Manager
BASIC PURPOSE: This position is responsible for, but not limited to, the delivery of World Class Service to new
and existing customers. Will perform all customer service functions including, but not limited to,
opening new accounts, cross selling banking products, referring business to CenterState
subsidiaries and assisting customers with all Branch products and services. May be cross-trained as
a back up to the Tellers when necessary as well as assisting in the consumer loan application
process.
ESSENTIAL FUNCTIONS:
This position is expected to perform the specific duties, tasks, and responsibilities as outlined
below:
Delivers World Class customer service efficiently and courteously to ensure growth and profit
of their respective Branch
Opens checking, savings, money market and NOW accounts both personal and business
Identify needs and cross sells banking products and services
Refers prospects to Subsidiaries
Assists customers with safety deposit boxes
Processes stop payments, wire transfers, check orders and a variety of other services
May perform paying and receiving teller functions
May assist in the application process for consumer loans
May open or close Branch as needed
Ensure proper controls are maintained over all aspects of Branch
operations
Adhere to Branch, regulatory and federal guidelines
Contribute to passing scores on all internal and external audits
Maintains individual and team compliance with all internal operations policies and procedures,
including proper usage of forms and documentation
Adhere to the confidentiality protocol of the Branch
Achieve goals as defined by Management
Achieve all training goals assigned in a timely manner
Actively prospects for new customers
Help with promotions and events
Ensure that the Banks policies and procedures, code of conduct, and regulatory guidelines are
strictly complied with
Provide assistance to other employees by liaising with them through healthy and positive
interactions
Be involved in performing marketing endeavors/efforts
Continuously update skills by participating in professional training
Seek opportunities to improve skills through cross-training offered by the Bank
All other tasks, responsibilities or duties, as directed by management
OTHER SKILLS/QUALIFICATIONS:
Must have strong communication skills characterized by excellent writing and speaking skills
Proficient with general office machines and programs to include Microsoft Office Word, Excel,
Outlook, and other software that might be utilized in the department
Ability to use the computer efficiently and the capacity to learn new software programs as they
are rolled out by the Bank
Must have good knowledge of business English, including spelling and punctuation
Must possess basic English language skills in order to write and speak clearly, and effectively
with coworkers and customers
Must be well-organized, accurate, and attentive to detail
Must be cooperative and willing to assist coworkers and customers on a regular basis
Must have effective listening skills demonstrated by the ability to listen to others talk
(without interruption), understand them, and then propose solutions or make contributions based on
the points made by others
Must possess excellent multi-tasking skills and be able to function well under pressure
Must be able to remain composed under pressure and respond to customer and coworker concerns
regularly
Must have a keen eye for detail and follow instructions to the letter
Must be patient and willing to help others in solving problems while maintaining a positive
attitude at all times
ESSENTIAL PHYSICAL DEMANDS:
Must be able to remain seated or work standing in a confined area on a computer for a minimum of
four (4) hours each work day
Must be able to constantly use hands and fingers to enter data through or on a computer or answer
a phone throughout most of an eight (8) hour shift
Must be able to walk frequently throughout the day to obtain supplies from other areas in the
Bank and to cover for other employees, on break or on lunch
Must be able to use hands and fingers to count money throughout each workday
Must be able to hear and communicate with coworkers and customers throughout the day
May need to lift up to 25 pounds one to two times a day to perform job
The physical demands described here are representative of those that must be met by an employee to
successfully perform the essential functions of this job. Position may require regular before/after
normal business hours, or regular out-of-town travel.
WORK ENVIRONMENT:
Must be able to function in a professional, business office environment and act and dress
appropriately for same, consistent with the Banks grooming and dress codes
Must demonstrate excellent interpersonal skills with customers and coworkers
Must be willing to function as a team member
Must be willing to demonstrate commitment to CenterState Banks mission and goals
MINIMUM QUALIFICATIONS:
High School diploma or equivalent
Successful completion of in-house training program
Complete all training/BVS classes
Computer Literacy
Sales Experience
These specifications are general guidelines based on the minimum experience normally considered
essential to the satisfactory performance of this position. The requirements listed above are
representative of the knowledge, skill and/or ability required to perform the position in a
satisfactory manner. Individual abilities may result in some deviation from these guidelines.
PERFERRED QUALIFICATIONS:
Attentiveness to others, extensive listening and communication skills
Sense of urgency in meeting deadlines
Patience when dealing with public
Must be a self-starter and able to work independently.
Must be able to work at a faster than average pace and able to multi-task.
Must possess basic language skills to write and speak clearly, effectively, and appropriate to
business standards.
Must have the ability to perform mathematical calculations necessary to execute the duties of the
job.
Must be able to make sound decisions, have the ability to recognize potential problems, and take
corrective action.
Must be well-organized, accurate, and attentive to detail.
Must stay abreast of department and company policies/changes and be adaptable to those changes.
Must be cooperative and willing to assist others.
Must be professional in appearance.
Regular attendance is necessary.
Attentive to details
Socially focused
Persuasive, selling style of communication
CenterState complies with federal and state banking laws, such as the Bank Secrecy Act (BSA), USA
PATRIOT Act, and other related anti-money laundering/anti-terrorist financing initiatives. The Bank
has established a Bank Secrecy Act/Anti-Money Laundering/Office of Foreign Assets Control
(BSA/AML/OFAC) Compliance Program and employees are expected to adhere to federal and state
banking laws, as well as the Banks procedures and/or internal controls. The Bank will terminate
the employment of employees who fail to comply with banking laws and/or the Banks
procedures/controls.
CenterState Bank is an equal opportunity employer and does not discriminate against applicants or
employees on any unlawful basis, including race, color, religion, gender, sexual orientation,
marital status, age, national o