Bank Customer Service Representative Duties. Bank Customer Service Representatives may be interested in obtaining certifications, though their presence is not necessary on resumes in order to be considered for the position. A bank customer service representative is expected to perform specific duties, tasks, and responsibilities, which make up the job description of majority of customer service representatives working with banks, as shown in the job description example below: Job Description for a Bank Customer Service Representative.
Others work in insurance agencies, banks, stores, or other organizations that interact with customers. This way, you can position yourself in the best way to get hired. Researches customer complaints or concerns and corrects or adjusts records, as needed.
Some work from home; although the number of at-home agents is still relatively small, their numbers are growing.
Customer service representatives help customers with complaints and questions, give customers information about products and services, take orders, and process returns.
Find out what work is like for a Financial Customer Service Representative in Canada. When dealing with a customer, these representatives must be able to quickly decipher the customer's needs, come up with the best solution, then clearly communicate that solution to the customer. The Customer Service Representative attracts potential customers by answering product and service questions; suggesting information about other products and services.