Customer Service Representative: A description for the customer service representative job

Clerical And Sales Jobs » Stenography Typing Filing And Related Jobs » Interviewing Clerks » Customer Service Representative

Customer Service Representative: Opens accounts, explains and processes investments and other financial services, and corrects records: Interviews customers to obtain information and explain available financial services, for example savings and checking accounts, Individual Retirement Account, Certificates of Deposit, savings bonds, and securities. Rents safe deposit boxes. Types account information obtained from customer on record card or form, and enters into computer. Answers customer questions and investigates and corrects errors, following customer and establishment records, and using calculator or computer. Presents funds received from customer to TELLER (financial industry) 211.362-018 for deposit, and obtains receipt for customer. May also help customer complete loan application. May also obtain credit records from credit reporting agency. May also admit customers to safe deposit vault. May also execute wire transfers of funds.

Job industry: financial industry

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