201 - WestRidge - Customer Service Representative

First United Bank & Trust•Westover, WV

1d•$15 - $22•Onsite

About The Position

First United has served the financial needs of its personal and business customers throughout Maryland, West Virginia, Virginia, and Pennsylvania for over a century. The company's mission is to enrich the lives of its customers, coworkers, and shareholders through an unparalleled commitment to the client experience and passionate involvement in the community. This role supports the paying and receiving function of the community office and provides technical guidance to customers around bank technology through demonstrations and assistance.

Requirements

A high school diploma or equivalent with an emphasis in a business or curriculum.
Successful completion of First United Bank & Trust CSR Training Program.
Obtain and maintain appropriate Bank Product Knowledge Certification.
Moderate reading, writing, and grammar skills.
Proficient analytical and mathematics skills.
Proficient communicative and interpersonal relations skills.
Proficient eye-hand coordination.
Ability to operate various office machines.
Technical supervisory skills sufficient to provide guidance and training to other Customer Service Representatives.
Ability to lift approximately fifty (50) lbs. of coin.
Visual and auditory skills.
A minimum of two (2) years’ customer service experience in related positions.

Nice To Haves

MYBANK core values and uncommon service standards: Modeling helpfulness, Yielding to the customer, Being passionate, Adapting solutions, Nurturing trust, Keeping it personal.

Responsibilities

Performing a variety of duties to support the paying and receiving function of the community office.
Greeting and serving customers in a friendly and courteous manner.
Maintaining an awareness of new business opportunities with customers and referring them to appropriate personnel.
Accepting and processing deposits of various account types.
Cashing checks within approved authority and operating policy.
Selling Cashiers Checks.
Recommending and demonstrating account service technology to enhance customer experience.
Completing CTR reports for multiple transactions or for transactions of $10,000 or more in cash.
Processing loan payments, and other related payments.
Processing night deposits and mail deposits.
Maintaining the branch cash vault.
Maintaining an approved level of cash; turning in excess and mutilated cash.
Preparing daily settlement and proof of cash transactions; balancing cash drawer accurately and efficiently on a daily basis.
Preparing reports relating to the function, e.g., currency transactions, BSA reports, etc.
Processing daily work on Branch Capture for transmission to the corporate office.
Maintaining supplies and an awareness of Teller supply inventory control; ordering coin and currency for the branch as needed.
Referring customers requiring loan or deposit account servicing, inquiries about bank products and services, or opening new accounts to the branch Relationship Advisor, Community Office Manager, or appropriate business line specialist.
Coordinating specific work tasks with other personnel within the department as well as with other departments to ensure the smooth and efficient flow of information.
Abiding by current laws and organizational policies and procedures designed and implemented to promote an environment free of harassment and other forms of illegal discriminatory behavior in the workplace.
Cooperating with, participating in, and supporting the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Reporting pertinent information to the immediate supervisor as requested, or according to an established schedule; compiling information as necessary or as directed and providing data to appropriate bank personnel.
Responding to inquiries relating to his/her particular area, or to requests from customers, other bank personnel, etc., within given time frames and within established policy.
Providing technical guidance and training to other Customer Service Representatives.
Providing safe deposit box services to customers (on occasion).
Providing support in non-paying and receiving activities, e.g., new accounts, loans, etc. (may be required).
Balancing and/or servicing ATM machines (may be required).
Verifying coin for vault cash control purposes (may be required).
Performing tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.

Benefits

12-days of Paid Time Off (PTO) accrued 1-day for each month worked (for full-time hourly-paid employees).
Sick time accrual after the first year of employment (for full-time hourly-paid employees).
12 paid holidays.
2 Personal days.
2 Family Sick days.
2 Volunteer Days after completion of 90 days of employment.
Health Care (single and family) eligible the first of the month following 30 days of full-time employment.
Dental (single and family) eligible the first of the month following 30 days of full-time employment.
Vision (single and family) eligible the first of the month following 30 days of full-time employment.
401(k) eligible on the first day of the month following 30 days of employment.
Employer match available for 401(k).
Company Wellness Program.
Company Stock program available after 1 year of employment.
Annual Performance Reviews.
Salary increase amount given based on individual performance.
Eligible for overtime (hourly position).