Customer Service Rep - Full Time - Winnebago
About The Position
The Customer Service Representative (CSR) at Bank First is responsible for fostering customer relationships by identifying their needs and recommending suitable products and services. This role involves opening and maintaining various deposit accounts (DDA, SAV, COD, IRA, HSA), processing teller transactions with accuracy and efficiency, and consistently delivering exceptional customer service. The CSR is expected to uphold a high level of professionalism, adhere to all bank and federal guidelines, and continually develop product knowledge. Additional duties may include assisting with unauthorized entries/fraud, performing customer research, ordering debit cards, supporting Safe Deposit Boxes, preparing wire transfer documents, notary services, balancing the ATM, and processing overdrafts.
Requirements
- High School Diploma or equivalent
- Customer service experience
- Cash handling experience
- Strong communication skills
- Strong interpersonal skills
- Proficient computer skills (Microsoft Word and Excel)
- Excellent organizational skills
- Honesty, Integrity and Ethics
- Accountability
- Adaptability
- Decision Making
- Interpersonal / Customer Oriented
- Relationship building
- Priority Setting
- Detail Oriented
- Accuracy
- Consulting
- Sales ability
Nice To Haves
- Teller experience preferred
Responsibilities
- Provide exceptional customer service
- Follow established Customer Identification Policy to properly identify customers
- Adhere to all rules and regulations
- Open new deposit accounts (DDA, SAV, COD, IRA, HSA) and provide proper disclosures following bank and federal guidelines
- Update customer information as needed (name, address, phone, email, etc)
- Process teller transactions accurately and efficiently
- Accurately balance cash drawer
- Continually develop product knowledge
- Assist customers with unauthorized entries/fraud
- Perform customer research
- Order new or replacement debit cards
- Support all aspects of Safe Deposit Boxes (open, close, maintain, entry)
- Prepare documents for wire transfers
- Perform other duties including notary services, balancing the ATM, processing overdrafts
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
