Personal banking representative vs customer service representative

Differences between personal banking representative and customer service representative duties and responsibilities

Personal banking representative example responsibilities.

• Develop and maintain relationships with business partners to increase cross-sell opportunities and achieve sales goals.
• Open new bank accounts, order debit and ATM cards for new and existing customers.
• Coach associates in cross-selling of products, create work schedules and implement procedures to reduce expenses.
• Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit
• Maintain customer relationships while continually assessing cross-selling opportunities.
• Advise patients of insurance/hospital information, prepare admission forms and enter patient data into the patient data accounting system.
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Customer service representative example responsibilities.

• Manage and plan escalations; assure HIPPA guidelines are followed for confidentially and privacy.
• Maintain cleanliness and safety and assist patients as necessary.
• Operate POS system and maintain exceptional and consistent customer service.
• Exercise proofreading and basic math skills to maintain quality control over documents process
• Work in customer service department entering information into customer relationship management (CRM).
• Develop highly empathetic client relationships and earn reputation for exceeding good customer service rep goals.
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