Client Service Representative I
About The Position
The Client Service Representative I (CSR I) is an onsite position and does not have remote opportunities. The Client Service Representative I (CSR I) is responsible for providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires. The CSR I is responsible for balancing each days transactions and verifying cash totals. They assist clients with bookkeeping and checking account problems, as well as answers client questions regarding the Banks products and services. They are responsible for actively cross-selling the Banks products and services. The CSR I performs specific assigned side-jobs including various clerical functions, and assists the Branch Manager and/or the Client Service Manager with other duties as assigned. The CSR I assists clients promptly, courteously, efficiently and professionally. The CSR I performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.
Requirements
- High school graduate or equivalent.
- Knowledge of Teller and Cash Handling Operations procedures.
- Basic understanding of banking products, services and operations.
- Minimum of 1-year cash handling or teller experience in the financial services industry.
- Good communication skills.
- Professional appearance, dress and attitude.
- Good math skills.
- Ability to use Microsoft Office software package.
Responsibilities
- Providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires.
- Balancing each days transactions and verifying cash totals.
- Assisting clients with bookkeeping and checking account problems
- Answering client questions regarding the Banks products and services.
- Actively cross-selling the Banks products and services.
- Performing specific assigned side-jobs including various clerical functions
- Assisting the Branch Manager and/or the Client Service Manager with other duties as assigned.
- Assisting clients promptly, courteously, efficiently and professionally.
- Performing all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.
Benefits
- medical
- dental
- vision
- 401K
- long and short term disability insurance
- flexible spending account
- a generous vacation and sick policy
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
