Customer Service Representative

Chelsea State Bank•Dexter, MI

16d•Onsite

About The Position

Provides a complete range of customer services at the financial institution, including opening both business and consumer accounts. Provides a variety of customer transactions in accordance with financial institution policies and procedures. Additionally recognizes referral opportunities to the NDIP department and the ability to cross sell the institutions products and services.

Requirements

Customer service skills
Ability to open business and consumer accounts
Ability to process a variety of customer transactions
Knowledge of financial institution policies and procedures
Ability to recognize referral opportunities
Ability to cross-sell products and services
Proficiency in computer systems for transaction processing
Attention to detail for verifying amounts and endorsements
Ability to balance a cash drawer accurately
Familiarity with ATM transactions
Experience with opening various account types (Checking, Savings, Time Deposits, IRA’s)
Ability to process Savings Bonds and Time Certificates
Experience issuing Cashier's checks
Proficiency in preparing account paperwork
Strong communication skills for assisting customers
Willingness to attend training
Reliable attendance

Responsibilities

Receives checks and cash for deposit to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records.
Cashes checks and processes withdrawals.
Receives mortgage, consumer and other loan payments.
Counts coin and currency.
Balances drawer at end of day.
Aid in questions or concerns regarding ATM transactions.
Opens new accounts (i.e. Checking, Savings, Time Deposits, IRA’s)
Redeems Savings Bonds and matured Time Certificates
Issues Cashier's checks
Prepares account paperwork, including signature cards, check orders, wire transfers etc.
Assists customers with questions and concerns.
Aids in the cross selling of financial institution services.
Attends training as required.
Attendance is an essential function
Other duties as assigned