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Customer Service Representative - Banker

  • Location: Roslyn, NY
  • Job Type: Direct Placement
  • Ref No: 19-05527
  • Date: September 16, 2019
  • Job title:
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Job Description - Customer Service Representative - Banker

Customer Service Representative - Banker

Our client is seeking an experienced banking professional / personal banker responsible for successful business development and excellent customer service to join the Roslyn Heights Branch.

CSR is a member of the branch management team and works as Officer in Charge, oversees Teller staff and independently opens and closes branch as scheduled.

  • Supports branch management with business development initiatives, branch operations and regulatory compliance
  • Identifies opportunities to sell Bank products and services to new and existing customers
  • Delivers excellent customer service; researches and responds to customer inquiries
  • Supports Teller staff; works as Teller as needed


  • Minimum 2+ years related retail banking experience with responsibility to open / close branch; platform experience in a commercial bank preferred
  • Demonstrated success in achieving/exceeding business development goals
  • In-depth knowledge of bank products and services
  • Working knowledge of banking regulations, compliance and audit requirements
  • Outstanding customer service skills; prior teller experience
  • Excellent communication, organization and leadership skills
  • Proficient in Microsoft Office
  • College degree or equivalent combination of experience and education


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