Customer Service Representative - Banking
About The Position
The Customer Service Representative is responsible for handling all branch daily support, security and operational transactions including servicing banking customers through all available channels as well as the opening and maintenance of accounts and other sales such as loans. This role involves completing customer banking transactions, performing customer service requests, creating and logging negotiable instruments, assessing fees, maintaining cash securely, performing cash and ATM balancing, maintaining a secure banking environment, filing customer documents, printing transaction-specific reports, handling various communication channels for requests and transactions, completing account maintenance, closing banking sales for deposit and loan products, resolving customer disputes, placing monetary holds, and filling in for other customer service areas as needed. Additional duties include assisting with updating branch procedures, receptionist coverage, handling and sorting mail, greeting visitors, answering customer inquiries, maintaining banking supplies, keeping the lobby clean, and referring sales business to other departments. All other duties as assigned by management.
Requirements
- High School Diploma or equivalent required.
- Must be a licensed notary public or willing to obtain certification.
- Previous community banking experience desired.
- Previous cash handling experience required.
- Previous customer service experience required.
- 1 to 3 years related experience.
- Maintain & foster positive relationships with customers and business partners.
- Complete all assigned training in a timely manner.
- Provide professional communication in both oral & written expression.
- Excellent organizational, time management & analytical skills.
- Able to communicate effectively (verbal and written).
- High degree of accuracy.
- High degree of dependability.
- Cash handling – able to rapidly count cash with 100% accuracy.
- Has thorough knowledge of and complies with applicable laws and regulations.
- High degree of confidentiality.
- Strong customer service.
- Able to effectively problem solve.
Nice To Haves
- Previous community banking experience desired.
Responsibilities
- Completes customer banking transactions, such as deposits, withdrawals, and payments.
- Performs customer service requests such as wire transfers or ordering checks.
- Creates and logs negotiable instruments such as western union, cashier’s checks, or account kits.
- Assesses fees on accounts.
- Maintains cash securely and properly.
- Performs cash balancing as well as ATM balancing.
- Maintains secure and safe banking environment.
- Files customer documents.
- Prints reports specific to transactions.
- Handles incoming phone, mail, or email requests & transactions.
- Completes maintenance on accounts.
- Completes & closes banking sales for deposit & loan products.
- Resolves customer disputes.
- Places monetary holds.
- Fills in for other customer service areas as needed.
- Files proper government or bank monitoring information.
- Assist with updating branch procedures as needed.
- Assists with receptionist coverage as needed.
- Handles and sorts incoming and outgoing mail, returned mail, scans/emails mail as needed.
- Greets all walk-in visitors, signs them in & out accordingly, and directs all incoming phone calls.
- Assists and answers questions for incoming customers, phone calls, faxes, and emails in prompt & courteous manner.
- Keeps proper amounts of banking supplies on hand and orders more as needed.
- Maintains a clean lobby and waiting area.
- Refer sales business to other lines/partners within the corporation.
- All other duties as assigned by management.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
