Customer Service Representative IV

Bank of Utah • Lehi, UT

3d • 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 experience
• Requires five years previous customer service experience
• Requires five years cash handling experience
• Requires five years new account opening experience
• Basic computer and Microsoft Office Suite skills.
• 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