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Customer Service Representative III, Retail Banking (Kent, WA)
Customer Service Representative III, Retail Banking (Kent, WA)-March 2024
Seattle
Mar 31, 2026
About Customer Service Representative III, Retail Banking (Kent, WA)

  Salary Range:$20.14 - $28.17(Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.)Benefits worth writing home about:Medical, dental, and vision coverage for employees and their familiesLife, disability and family Leave401(k) and Roth 401(k) with employer matchWellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discountsGenerous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service workFree employee checking account and employee home loan discountsEO/AA Employer including Vets and Disabled.Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements.If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household.Additional information about our data collection practices and location specific notices is available on ourJob Description SummaryPOSITION SUMMARY: This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The Sr. CSR provides exceptional customer service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of HomeStreet products and services. Provide a variety of teller services such as handling deposits, withdrawals, and maintaining accounts. Perform processing tasks such as making automatic transfers, updating records and balancing. At all times, provide superior customer service.Job DetailsPRIMARY FUNCTIONS:New Accounts/Sales ActivitiesEffectively interviews and profiles customers in order to recommend appropriate banking products and services.Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience.Processes complex transactions such as changing account ownership, living trusts, guardianship accounts, and estate assignments.Originates consumer loans, acting as customer advocate to ensure prompt processing of consumer loans.Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.Where appropriate, actively takes advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products meet needs of customer. Makes referrals to other business units for non-banking products.Participates in sales programs to generate new customers.Must sell financial products and services to meet referral goals and performance evaluation/personal goals.Maintains thorough knowledge of bank products and services.Service ActivitiesSets an example for the CSR staff in the area of customer service and customer advocacy.Actively listens to customers, and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy.Supports branch lobby management.Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone.Resolves difficult situations using the HEAL guidelines of Hearing out the customer, Easing the tension, Acting to improve the situation, and Leaving a positive impression.Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel sp

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