Following is a sample job description template for the position of Service Officer:
Company: _____________________
Job Title: Service Officer
Location of the Job: Cape Canaveral, FL 32920
Job Type: Full Time Employee
Job Description:
This position is responsible for providing back up support to the Customer Service Managers in customer service, teller supervision, and other branch operations to assigned branches.
Position Requirements:
- Ability to work with branch operation staff effectively and interact with customers positively.
- Computer literate; fluency in Microsoft Office
- Good knowledge of bank policies and procedures, rules and regulations.
- Good oral and written communication skills.
- Good knowledge of branch operation policies/procedures, branch operation risk management, and all bank products/
- Good oral and written communication skills.
- Good motivation with effective organizational, problem-solving, negotiation and follow-up skills.
- Good motivation with effective organizational, problem-solving, negotiation and follow-up skills.
- Computer literate; fluency in Microsoft Office programs.
Duties and Responsibilities:
- Perform responsibilities through proficient use of the following Citi applications: WINS, Citismart, Workstation, OneSource, FCI, TE, I&I, SEI
- Deliver wealth management services to CPB LFG clients with guidance from the Banker teams across the US and Canada.
- Enforce banking policies and procedures to ensure operational integrity.
- Perform account maintenance on OneSource including address changes, telephone number updates, account status changes, rates and fee waivers.
- Take ownership of client investigations and collaborate with operational and middle office teams to ensure effective resolution.
- Manage and execute client transactions with respect to business and individual banking, credit and investment products, over the phone and sometimes in person.
Salary: 40,000.00 – 60,000.00 USD /year
Contact Information:
[Contact Person]
Phone: ______________________
Fax: ________________________
E-mail: ______________________