Customer Service Representative

Watertown Savings Bank•Watertown, NY

21h•Onsite

About The Position

This position represents Watertown Savings Bank (WSB) in a courteous and professional manner, assisting all customers promptly with sound judgment and knowledge of banking products. The role utilizes knowledge and experience to exercise discretion and independent judgment in resolving problems and answering customer questions. A major function of the CSR is to answer incoming telephone calls and provide customer assistance by looking up information on the computer system.

Requirements

Represent WSB in a courteous and professional manner
Assist all customers promptly
Possess sound judgment and knowledge of all banking products
Utilize knowledge and experience in exercising discretion and independent judgment in resolving problems and answering questions
Ability to answer incoming telephone calls
Ability to look up information on the computer system to answer customer questions

Responsibilities

Consistent and reliable attendance
Opens all types of new deposit accounts
Answers all telephone inquiries relating to deposit accounts and account verifications
Completes address changes, check orders, research requests, ATM/Debit card orders, cancellations and all other card maintenance requests, additions or removals of account holders, set up and reset online banking accounts, stop payments, travelers' checks, VISA gift cards, savings bonds, wire transfers, balancing customer check books, ATM/Debit disputes, telephone transfers, AFT’s, sweeps.
Performs other related duties as required or directed
Performs research to obtain copies of checks and statements
Prepares spreadsheets and checks for lease, security deposits for a customer's account
File legal documents for deposit accounts
Reviews the account maintenance report
Order all Deluxe checking account supplies
Maintains HSA accounts