Customer Service Representative I

Retain existing customer relationships and open new deposit accounts (checking, savings, CDs, IRAs) aligned with branch goals. Provide teller support as needed, assess customer needs, and cross-sell appropriate bank products and services. Resolve customer concerns with long-term problem resolution, track required documentation, and support branch targets through referrals to related subsidiaries. Complete required compliance training (BSA/AML) and handle ancillary services such as notary work when needed.