Customer Service Rep- New Accounts

Customer Service Rep- New Accounts Location Menomonie, WI : This position provides prompt professional service to bank customers over the phone and in person. Recognizes opportunities, informs/advises customers in selecting appropriate accounts and services. Follows all CSR procedures and bank policies. The Customer Service Representative is instrumental in building and maintaining excellent customer relationships. Assist customers with opening new accounts - consumer and business accounts, including checking, savings, money market investment accounts, IRAs, HSAs, CDs and safe deposit boxes. Prepare CD renewal notices.
Assist customers with banking services including Personal and Business Online Banking and Mobile Banking.
Assist customers with Visa debit/ATM cards including ordering & cancelling cards, working with lost/stolen reports along with customer disputes, and any other questions customers may have.
Review various daily/monthly reports. Assist customers with stop payment, wire transfer and WSUD forms. Complete account verification requests.
Responsible for overdraft account closing, maintenance and onboard reporting.
Answer inquiries and inform customers of product features/benefits while effectively explaining terms/conditions via phone, email and in person.
Maintenance of existing customer accounts for changes such as names, products, POAs, PODs, etc.
Scanning and indexing various documents to navigator. Filing all new account files and any other filing presented from the branches.
Requirements include high school diploma or equivalent and a minimum 2 years of experience at a financial institution. Advanced experience with HSA's and IRA's preferred but not required. Advanced computer skills, typing, 10-key, phone and math skills are essential. Previous banking experience preferred. Excellent customer service and the ability to prioritize multiple functions while still being accurate. Uphold confidentiality on and off the job. Punctuality and professional appearance/demeanor are expected of all Dairy State Bank employees.
Job Type: Full-time
Pay: $17.50 - $20.00 per hour
Benefits:
401(k)401(k) matching Dental insurance Health insurance Paid time off Vision insurance Experience level:
2 years Shift:
8 hour shift Day shift Weekly day range:
Monday to Friday Work setting:
In-person Office Experience:
banking: 2 years (Preferred) customer service: 2 years (Required) Work Location: In person