Customer Service Representative, Mt. Juliet

Wilson Bank & Trust•Mount Juliet, TN

11d

About The Position

Customer Service Representative Location: Mt. Juliet, TN JOB SUMMARY: The Customer Service Representative performs bank office activities including receiving deposits, processing checks, disbursing funds and verifying the accuracy of transactions. This position identifies and capitalizes on opportunities to refer new banking products and services to the appropriate business partner. The Customer Service Representative reports to the Office Manager and provides excellent service and support to customers and team members, while demonstrating the Company’s values and supporting the mission. JOB DUTIES AND RESPONSIBILITIES: Perform bank office activities to include providing service and support to customers, receiving deposits, processing checks, disbursing funds and verifying the accuracy of transactions Guard against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds. Identify fraudulent activity. Enter transactions in bank’s recordkeeping system, recording all transactions and producing customer receipts Perform teller capture duties Balance cash drawer at end of shift Maintain a work area that protects all negotiables and confidential records Develop and grow knowledge of new and existing products and services Assist customers with account-related issues or concerns, recognizing when escalation is needed to improve the customer experience Identify and capitalize on opportunities to refer banking products and services to the appropriate business partner Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program Attend training as requested Participate in outside community activities as required Perform other duties as assigned REQUIRED QUALIFICATIONS: High School diploma or GED 1 year of previous customer service experience preferred Ability to serve customers in a courteous and professional manner Ability to build relationships with customers and internal teammates Basic organization and time management skills Ability to develop and maintain working knowledge of Bank products, services, policies, procedures, and systems Effective verbal and written communication skills Excellent interpersonal, critical thinking and problem-solving skills High standards for integrity, honesty, professionalism, and work ethic Commitment to service excellence Ability to work independently while demonstrating excellent organization and follow through Demonstrate flexible and efficient time management and ability to prioritize workload Ability and willingness to work with purpose and a strong sense of urgency Self-starter, positive and enthusiastic, with a desire to exceed expectations Maintain a professional demeanor at all times, using appropriate levels of confidentiality and discretion Ability to effectively work in collaboration with others Ability to work Saturdays on a rotating basis Ability to travel to other offices within region as scheduled Participation in community activities, as required Willing to grow and be challenged

Requirements

High School diploma or GED
1 year of previous customer service experience preferred
Ability to serve customers in a courteous and professional manner
Ability to build relationships with customers and internal teammates
Basic organization and time management skills
Ability to develop and maintain working knowledge of Bank products, services, policies, procedures, and systems
Effective verbal and written communication skills
Excellent interpersonal, critical thinking and problem-solving skills
High standards for integrity, honesty, professionalism, and work ethic
Commitment to service excellence
Ability to work independently while demonstrating excellent organization and follow through
Demonstrate flexible and efficient time management and ability to prioritize workload
Ability and willingness to work with purpose and a strong sense of urgency
Self-starter, positive and enthusiastic, with a desire to exceed expectations
Maintain a professional demeanor at all times, using appropriate levels of confidentiality and discretion
Ability to effectively work in collaboration with others
Ability to work Saturdays on a rotating basis
Ability to travel to other offices within region as scheduled
Participation in community activities, as required
Willing to grow and be challenged

Responsibilities

Perform bank office activities to include providing service and support to customers, receiving deposits, processing checks, disbursing funds and verifying the accuracy of transactions
Guard against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds.
Identify fraudulent activity.
Enter transactions in bank’s recordkeeping system, recording all transactions and producing customer receipts
Perform teller capture duties
Balance cash drawer at end of shift
Maintain a work area that protects all negotiables and confidential records
Develop and grow knowledge of new and existing products and services
Assist customers with account-related issues or concerns, recognizing when escalation is needed to improve the customer experience
Identify and capitalize on opportunities to refer banking products and services to the appropriate business partner
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Attend training as requested
Participate in outside community activities as required
Perform other duties as assigned