Bank Customer Service Representative
Provided the full range of customer service, account management, and financial services support for an FDIC secured financial institution. Assisted State Farm agents and staff with loan and deposit applications, and answered general questions about all services and banking products.
- Served as first point of contact and technical resource for all customer inquiries and issues. Managed customer profiles, opened new bank deposit accounts, and processed deposits and loan products submitted via telephone, mail, and internet.
- Described promotional offers and used persuasive sales techniques to upsell services and/or convince clients to apply for additional banking services.
- Participated in the program "State Farm Un Buen Vecino" to inform the Spanish speaking community about scholarships and citizenship programs. Processed requests for information and forwarded prospective clients to agents.
- Ensured adequacy and adequacy of all reports that were subject to local, state, and federal agency review. Maintained privacy and confidentiality of all sensitive and personally identifying information, as governed by Privacy Act and Freedom of Information Act.