CareerPlan

Customer Service Representative - Lisbon

Columbiana, OH, USFull-time2025-10-09 → 2026-11-09

Core

Accepts and processes financial transactions, answers customer calls, and identifies sales opportunities for a bank.

Role type

Customer Service Representative (Banking)

Builds

Banking Center operations and customer service

Domain

Banking / Financial Services

Deliverable

product features

Required skills

Cash handling, Microsoft Outlook 365, Banking software proficiency, Reading comprehension, Writing, Mathematical skills, Multi-tasking, Organizational skills

Preferred skills

Cash handling experience, Customer service experience, Analytical skills

Responsibilities

Accept and accurately process financial service transactions, Answer incoming telephone calls, Complete outbound customer calls, Identify and follow up on sales/referral opportunities, Maintain cash drawer and balance, Comply with security and audit procedures, Develop knowledge of bank products and services