Customer Service Representative
About The Position
Customer Service Representative Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks; answering questions in person or on telephone; referring to other bank services. Records transactions and other special services; preparing currency transaction reports, initiate and verify wire requests Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative Completes special requests by closing accounts; taking orders for checks; providing special statements, copies, completing safe-deposit box transactions Reconciles cash drawer; counting and packaging currency and coins; turning in excess cash and mutilated currency to supervisor; maintaining supply of cash and currency Imaging and QC of scanned documents Complies with bank operations and security procedures by participating in all dual-control functions; auditing other tellers' currency, balancing of vault, and coin sorter Maintains customer confidence and protects bank operations by keeping information confidential Contributes to team effort by accomplishing related results as needed in projects and assignments Continuing education on products and procedures as well as regulatory compliance training as it relates to teller duties Complete all assigned training modules and continued education with passing scores before the deadline. Inform Branch Supervisor of any new or recurring customer or employee situations that needs attention, participate in weekly/monthly meetings and provide suggestions and feedback.
Requirements
- High School diploma required
- Specialized training in related field desirable
- Prior banking, cash handling or accounting experience is desirable
- Superior customer service
- Excellent communication skills both written and verbal
- Customer oriented approach to handling problems
- Attention to detail
- Knowledgeable computer skills
Responsibilities
- Receiving deposits and loan payments
- Cashing checks
- Issuing savings withdrawals
- Recording night and mail deposits
- Selling cashier's checks
- Answering questions in person or on telephone
- Referring to other bank services
- Records transactions and other special services
- Preparing currency transaction reports
- Initiate and verify wire requests
- Cross-sells bank products by answering inquiries
- Informing customers of new services and product promotions
- Ascertaining customers' needs
- Directing customers to a branch representative
- Completes special requests by closing accounts
- Taking orders for checks
- Providing special statements, copies, completing safe-deposit box transactions
- Reconciles cash drawer
- Counting and packaging currency and coins
- Turning in excess cash and mutilated currency to supervisor
- Maintaining supply of cash and currency
- Imaging and QC of scanned documents
- Complies with bank operations and security procedures by participating in all dual-control functions
- Auditing other tellers' currency, balancing of vault, and coin sorter
- Maintains customer confidence and protects bank operations by keeping information confidential
- Contributes to team effort by accomplishing related results as needed in projects and assignments
- Continuing education on products and procedures as well as regulatory compliance training as it relates to teller duties
- Complete all assigned training modules and continued education with passing scores before the deadline
- Inform Branch Supervisor of any new or recurring customer or employee situations that needs attention
- Participate in weekly/monthly meetings and provide suggestions and feedback
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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
