Pickard Branch Customer Service Representative
About The Position
The Branch Customer Service Representative is responsible for opening new savings and checking accounts, CDs, and IRAs. This role also involves processing loans and providing assistance to loan officers and the Branch Manager or Branch Supervisor as needed. The position requires assisting customers with various account-related needs, potentially serving on the teller line, and cross-marketing financial institution products and services. Additionally, the role may involve assembling and verifying loan documents, assisting in loan processing by inputting customer information, and ensuring loan files are complete and accurate. Administrative support to the Branch Manager or Branch Supervisor is also a key function. Travel to other branches for staffing assistance may be required, along with performing teller duties as needed. Other duties may be assigned.
Requirements
- High School Diploma required
- Strong computer skills
- Strong verbal and written communication skills
- Good mathematical skills
- Enthusiastic, positive, outgoing personality
- Ability to work well in a group or independently
- Ability to multi-task in a fast-paced environment
Nice To Haves
- Two Years banking experience preferred
- Experience opening new accounts preferred
- Loan documentation experience preferred
Responsibilities
- Opens new saving and checking accounts, CDs, and IRAs.
- Processes loans.
- Provides assistance to loan officers and Branch Manager or Branch Supervisor.
- Assists customers, in person or via phone, with opening and maintaining checking accounts, savings accounts, CDs, and IRAs.
- Provides other customer services as needed.
- Serves on teller line as needed.
- Cross-markets financial institution products and services.
- Assembles and verifies accuracy of loan documents.
- Checks documents for proper vesting, legal descriptions, closing dates, and signatures.
- Assists in processing mortgage and installment loans by inputting necessary customer information and ensuring that loan files contain documents with proper signature, dates, and other relevant data.
- Provides administrative assistance to the Branch Manager or Branch Supervisor.
- Travels to other branches to assist with staffing may be required.
- Performs teller duties as needed.
- Performs other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
