Bank Customer Service Representative Job Description


  • Handle transactions and answer customer queries
  • Decipher customer needs and offer the best solution based on proper company policies
  • Effectively communicate ideas, suggestions and answers
  • Refer customers to people who specialize with the type of problem or query they present
  • Complete complex money-related transactions
  • Offer upgrades and new banking services or products


  • Effective listener and communicator
  • Good problem solving and troubleshooting skills
  • Ability to handle money and ability to remember details of transaction services
  • Ability to follow instructions and procedures up to the tiniest detail
  • Keen eye for detail and the drive to serve satisfactorily
  • Must have good computer skills

Education and Qualifications

  • A high school diploma may be enough but some require at least two years of college experience
  • Must be patient and amiable
  • Interested in helping others and working with different people

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