Customer Service Representative II

John Marshall Bank•Alexandria, VA

16h

About The Position

John Marshall Bank has an immediate opening for a Customer Service Representative to join our team of qualified professionals. The primary responsibility of this position is to provide prompt, efficient and accurate service in processing various teller transactions. Excellent cash handling skills and attention to detail are essential. A strong sense of honesty and integrity are fundamental to this position. This position engages customers with their financial needs by regularly promoting, describing, selling and cross-selling other bank products and services. In this role you will: Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Requirements

Required: At least 1 year of experience in a bank branch setting
High School Diploma/GED required
Ability to multi-task and follow detailed instructions
Excellent communication and customer service skills
Ability to operate standard office equipment
Proficient computer skills

Nice To Haves

Preferred: Bachelors/Associates preferred
2 years of experience preferred

Responsibilities

Accurately handle, organize and count cash
Provide an exceptional service experience by engaging and establishing rapport with customers
Correctly process all types of customer transactions
Examine all cash and check endorsements to safeguard against acceptance of counterfeit bills and fraudulent items
Implement proper check cashing procedures
Place holds on accounts as approved by Branch Management and provides notices to customers
Successfully balance and complete end of day processes
Properly complete Currency Transactions Reporting
Verify customer’s identification following the Bank’s CIP procedures
Report any and all suspicious activity and behavior to appropriate supervisor
Successfully navigate and utilize OSI-DNA applications, and affiliated websites
Handle in-person and over-the-phone customer inquiries, requests and maintenance, following the Bank’s service standards
Maintain customer confidentiality at all times
Demonstrate a thorough understanding of teller security and compliance responsibilities to include robbery procedures
Remain current on Bank Policies and Procedures
Professionally answer the telephone and follows-up in a timely manner
Successfully promote and refer Bank products and services
Actively participate in Bank community involvement activities
Foster a positive and supportive team environment
Maintain a professional image and appearance at all times
Refer difficult customer situations to Branch Management
Refer prospects to the Bank’s partners
Prepare the daily Branch Settlement Log
Prepare and count cash shipments
Observe the appearance of the branch, report repairs and maintenance issues promptly
Assist in the training of new tellers
Complete on-going courses to maintain required compliance knowledge requirements
Open new accounts or perform other operational positions
Perform other duties as assigned