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Job Description – Customer Service Representative Title Customer Service Representative Reports To [Name of Customer Service Associate Manager] Summary The Customer Service Representative (CSR) is responsible for serving customers in person and via the telephone. The CSR is accountable for dealing with customer complaints, inquiries and processing transactions. CSR follows all bank procedures and policies when providing customer service. CSR participates in all assigned training, setting and meeting personal goals. CSR understands his/her role as brand ambassador and provides positive brand experiences to all customers. Job Duties Assist customers with standard account-related requests Perform funds transfers Stop payments as requested Provide information about bank deposit products and service charges Provide information about ATM and Debit Card usage and limits Provide information about checking and savings accounts transactions Provide information about funds availability Check verification requests by third parties Research and resolve customer problems, acting as the customer liaison between other bank departments when necessary Cross-sell bank products and services based on custo
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