Customer Service Representative IV

Bank of Utah • Spanish Fork, UT

2d • Onsite

About The Position

The Customer Service Representative IV is personally committed to consistently creating a great customer experience by meeting a broad range of financial service needs. In addition, the CSR will help lead the branch team to attain branch goals. Adheres to all bank established policies, procedures and overall banking/compliance regulations.

Requirements

• Requires a minimum of six years banking and five years previous customer service and cash handling experience.
• Basic computer and Microsoft Office Suite skills.
• Requires five years new account opening experience.
• High School Diploma or equivalent required.

Responsibilities

• Promotes, represents and welcomes current and potential customers, employees and vendors to the bank in a professional and inviting manner.
• Develop a strong, value-added relationship with current and prospective customers by engaging in conversations that uncover their current and future financial needs. Provide solutions to ensure the customer feels understood, informed and confident in the bank and products/services offered.
• Leads and encourages a positive working environment with a can-do attitude, which fosters our Cultural Beliefs.
• Proficiently performs routine, basic and complex transactions and tasks including but not limited to: Accept and process deposits, withdrawals, transfers, check cashing, loan payments and advances.
• Maintain proper cash levels and keeps cash secure at all times. Accurately balances cash drawer and vault and reports variations in accordance with bank policy.
• Process daily branch capture, verifying accuracy of scanned documents to minimize non-posts.
• Collects information for outgoing wire transfers up to specified limit.
• Basic account maintenance including address changes holds, and stop pays.
• Open and Close all depository accounts including but not limited to: IRA, HSA, Business and Consumer accounts. Ensure proper Customer Identification (CIP) and Bank Secrecy (BSA) procedures are appropriately followed.
• Completes required reports timely and accurately (including UAR and CTR)
• Expert knowledge of Bank of Utah’s depository products accounts, apps and online services along with a strong understanding of bank’s products and services. Promote and refer other bank products/services to customers and convert service opportunities to sales when appropriate.
• Proactively seek solutions to customer service and efficiency issues. Troubleshoot online and mobile banking issues. Service customer accounts and requests accurately in accordance with bank policy and procedure.
• Maintain comprehensive and up to date knowledge of banking regulations related to assigned job function. Complete required compliance and job specific training.
• Actively participate in meetings, individual and group feedback/training sessions
• Quality, accuracy, reliability, friendliness, thoroughness and timeliness of services provided to internal and external customers
• Understands and adheres to Bank policies and procedures
• Ability to earn the trust and respect of customers and co-workers
• Exhibits professional workplace appearance and conduct
• Keeps bank, customer, and employee information confidential
• Participates in training and appropriate professional development
• Reliability in reporting to work regularly and on time
• Informs customers and potential customers of additional Bank services when appropriate.

Benefits

• Great work-life balance, with a Monday-Friday schedule
• Competitive pay and benefits, including medical, dental and vision plans
• 401(k) plan and match up to 5 percent in our employee stock ownership program (eligibility requirements must be met)
• 12 paid bank holidays + paid time off, including paid parental leave
• Volunteer opportunities to make a difference in the communities where you work and live
• Awards and recognition to celebrate you and your colleagues for living the bank's values

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED