Customer Service Representative – Personal Banking Sales & Client Experience | Coffeyville, KS Branch Location

Join careerzynith as a Customer Service Representative in Coffeyville, Kansas

Are you a motivated, people-focused professional who thrives in a fast-paced financial services environment? careerzynith, a forward-thinking community-focused banking organization recognized for excellence in workplace culture, is seeking a talented Customer Service Representative to join our dynamic Retail Banking team in Coffeyville, Kansas. This is an outstanding opportunity to build a rewarding career in retail banking while helping customers achieve their financial goals and strengthening the communities we serve.

At careerzynith, we believe that exceptional client experiences begin with exceptional team members. Our organization has been consistently recognized as a top employer, celebrated for cultivating a supportive, inclusive, and engaging work environment where every employee is empowered to grow professionally. We are committed to fostering financial wellness for our clients and creating lasting relationships that extend beyond simple transactions. If you are passionate about delivering outstanding customer service, possess strong sales instincts, and want to develop a long-term career in community banking, we invite you to explore this exciting opportunity with careerzynith.

Position Overview

Position Title: Customer Service Representative – Personal Banking
Department: Retail Banking
Reports To: Senior Branch Manager or Branch Manager
Location: Coffeyville, KS, USA
Employment Type: Full-Time

As a Customer Service Representative at careerzynith, you will serve as the face of our organization within the Coffeyville branch, delivering a personalized, caring, and consultative client experience. This hybrid sales and service role combines traditional teller transactions with relationship-building activities designed to identify customer needs, recommend appropriate financial solutions, and drive long-term loyalty. You will engage current and prospective clients in meaningful conversations about their financial well-being, introduce them to innovative digital banking tools, and connect them with specialized business partners when their needs extend beyond your scope.

The ideal candidate brings at least one year of retail banking experience, demonstrated success in transaction processing, and a natural ability to lead customer interactions with an advice-led, consultative approach. This position reports to the Senior Branch Manager or Branch Manager and operates under moderate supervision while exercising independent judgment in daily customer interactions and sales activities.

Key Responsibilities

• Build Lasting Banking Relationships: Proactively reach out to existing and prospective customers to expand banking relationships, deepen engagement, and identify new opportunities to support their financial journey.
• Deliver Exceptional Client Service: Greet clients and prospective customers warmly, following careerzynith customer service guidelines, and provide an outstanding banking experience through professional, accurate, and efficient handling of all financial transactions.
• Drive Sales and Service Goals: Take accountability for achieving individual and team sales targets, consistently meeting performance metrics related to account acquisition, product cross-selling, and customer satisfaction.
• Identify Financial Needs: Engage customers in thoughtful, needs-based conversations to understand their financial objectives and recommend appropriate products and services from careerzynith's comprehensive suite of banking solutions.
• Process Transactions Accurately: Execute deposits, withdrawals, loan applications, account openings, and other account servicing requests with precision and adherence to all bank policies and regulatory requirements.
• Maintain Cash Drawer Integrity: Assume responsibility for a cash drawer, follow proper balancing procedures, and ensure all cash handling complies with careerzynith standards and audit protocols.
• Support Daily Branch Operations: Assist with operational tasks including processing night deposit bags, ATM deposits, vault balancing, cash recycler management, and cash advance machine operations as needed.
• Promote Digital Banking Solutions: Introduce customers to careerzynith's modern banking platforms including mobile banking, online banking, ATMs, and Interactive Teller Machines (ITMs) to enhance convenience and self-service capabilities.
• Resolve Customer Issues: Identify and address client concerns promptly and professionally, escalating complex needs to appropriate team members or business partners when necessary.
• Engage with the Community: Represent careerzynith at community events, participate actively in sponsored initiatives, and contribute to programs that support the financial well-being of the regions we serve.
• Ensure Regulatory Compliance: Maintain thorough knowledge of regulatory requirements, complete all assigned compliance training, and adhere strictly to the careerzynith Code of Conduct and operational policies.
• Uphold Security Standards: Follow established security and audit procedures to safeguard customer assets and maintain the integrity of branch operations.
• Communicate Professionally: Answer incoming phone calls promptly, courteously, and professionally, providing accurate information and directing inquiries to the appropriate team members as needed.
• Embody careerzynith Values: Demonstrate the high-performance behaviors of teamwork, leadership by example, and service excellence in every interaction with customers, colleagues, and stakeholders.

Essential Qualifications

Education: High School Diploma or GED, or equivalent business experience required.

Experience: A minimum of one year of financial services experience within retail banking, with a demonstrated ability to process transactions efficiently and execute an advice-led approach to identifying additional products and services for customers.

Preferred Qualifications

Education: Bachelor's Degree in Business, Finance, Accounting, or a related field.

Experience: Three or more years of financial services experience in retail banking, with a proven track record of successfully opening new accounts and executing a consultative, advice-led approach to deepen customer relationships.

Required Skills and Competencies

• Excellent Communication Skills: Outstanding verbal and interpersonal communication abilities, with proven success personalizing product features and benefits for customers with diverse needs, both in person and over the phone.
• Product Knowledge: Comprehensive understanding of bank products, services, account types, and digital platforms with the ability to articulate value propositions clearly.
• Consultative Selling Approach: Demonstrated ability to lead customer conversations with an advice-led, consultative methodology that uncovers needs and presents tailored solutions.
• Customer Acquisition Skills: Experience attracting new customers, opening new business accounts, and following all operational procedures and regulatory requirements.
• Transaction Processing Expertise: Solid experience fulfilling customer transaction requests accurately and efficiently in a banking environment.
• Technical Proficiency: Comfort navigating banking systems, digital platforms, and emerging technologies with the ability to learn new tools quickly and effectively.
• Relationship Building: Genuine passion for fostering and developing strong, long-term customer relationships built on trust, transparency, and exceptional service.
• Financial Advocacy: Strong desire to improve customer financial well-being through education, guidance, and personalized advice.
• Interpersonal Excellence: Outstanding people skills with the ability to make personal connections, engage clients authentically, and maintain a courteous, professional demeanor at all times.
• Organizational Strength: Self-starter mentality with strong organizational skills, capable of multitasking, prioritizing effectively, and thriving in a dynamic, fast-paced team environment.
• Team Collaboration: Proven ability to work collaboratively within a team environment, supporting colleagues and contributing to collective branch success.
• Adaptability: Flexibility to learn and utilize new technology, adapt to evolving customer needs, and adjust to changing branch requirements.

Physical Requirements

• Ability to regularly stand for prolonged periods of time during shift.
• Ability to regularly lift 1–10 lbs., with occasional lifting up to 30 lbs.
• Willingness to travel between office locations as needed.
• Extensive computer usage required, including data entry and system navigation.
• Moderate to extensive phone usage required throughout the workday.
• Ability to perform repetitive motions associated with cash handling and computer use.

Work Schedule and Additional Requirements

The work schedule for this position varies based on branch needs and may include evenings and weekends. Registration with the Nationwide Mortgage Licensing System (NMLS) is required in accordance with SAFE Act requirements.

Compensation and Benefits

At careerzynith, we believe in rewarding our team members with a comprehensive compensation and benefits package designed to support their professional growth, personal well-being, and financial security. The expected rate of pay for this position will be discussed during the interview process and is commensurate with experience, skills, and qualifications. Compensation offers are based on a wide range of factors, including relevant skills, training, experience, education, and any licenses or certifications obtained. Market and organizational factors are also carefully considered.

In addition to a competitive base rate of pay, successful candidates may be eligible to receive cash or equity-based incentives based on role and performance. Our robust benefits package includes:

• Comprehensive Health Coverage: Medical, Dental, and Vision Insurance plans to support your physical and preventive care needs.
• Health Savings Account (HSA): Tax-advantaged savings for qualified medical expenses.
• Flexible Spending Accounts (FSAs): Pre-tax accounts for healthcare and dependent care expenses.
• Income Protection: Company-paid Life Insurance, Long-Term Disability, and Short-Term Disability coverage.
• Voluntary Insurance Options: Life, Critical Illness/Specified Disease, Accident, Hospital Indemnity, and Personal Accident insurance.
• Tuition Reimbursement: Financial support for continuing education and professional development.
• Employee Referral Program: Incentives for referring talented candidates to join the careerzynith team.
• Wellness Reimbursement Program: Support for gym memberships, wellness activities, and healthy lifestyle initiatives.
• Star Volunteer Program: Paid time off for community service and volunteer activities.
• Employee Banking Perks: Special rates and benefits on banking and financial products for careerzynith employees.
• Generous Paid Time Off (PTO): Vacation, personal, and sick days to support work-life balance.
• Company-Paid Holidays: Paid time off to observe recognized holidays throughout the year.

Career Growth and Development Opportunities

At careerzynith, we are deeply committed to the professional advancement of our employees. As a Customer Service Representative, you will gain exposure to all facets of retail banking operations, from transaction processing and compliance to consultative sales and customer relationship management. careerzynith invests in continuous learning through structured training programs, mentorship opportunities, tuition reimbursement, and clear career pathways that enable ambitious team members to progress into roles such as Senior Customer Service Representative, Personal Banker, Branch Manager, and beyond. We believe in promoting from within and providing our employees with the tools, resources, and support they need to build meaningful, long-term careers in community banking.

Why Choose careerzynith?

careerzynith is more than just a financial institution—we are a community partner dedicated to improving the financial well-being of the individuals, families, and businesses we serve. We pride ourselves on maintaining a workplace culture that values collaboration, integrity, innovation, and service excellence. Our team members enjoy a supportive environment where their contributions are recognized, their ideas are heard, and their professional growth is actively nurtured. When you join careerzynith, you become part of an organization that genuinely cares about its employees, its customers, and the communities it serves.

How to Apply

If you are a customer-focused, results-driven professional with a passion for retail banking and a commitment to delivering exceptional service, we encourage you to apply today. This is your opportunity to join a respected organization that values its team members, rewards performance, and offers genuine opportunities for career advancement. Become part of the careerzynith story and help us continue to set the standard for excellence in community banking in Coffeyville, Kansas, and beyond.

careerzynith is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. This job description is not exhaustive; the Customer Service Representative may be required to perform other duties as assigned to support the branch and overall organizational success.

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