Customer Service Representative - Katy Mason
On-site
Core
Provide excellent customer service, handle cash, and refer customers to bankers for financial needs.
Role type
Customer Service Representative
Builds
Customer trust and relationships
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
cash handling, public interaction, retail policy knowledge, problem resolution, decision making
Preferred skills
initiative, sound judgment, flexibility in scheduling
Technologies
office platforms, tracking tools
Responsibilities
Listen to customer needs and guide them to financial solutions, follow up on customer questions, maintain confidentiality, handle consumer and business customer problems, refer customers to bankers for consultative conversations, perform daily office operations.
Seniority
Entry-level, individual contributor