205 - Sabraton - Customer Service Representative

First United Bank & Trust•Morgantown, WV

4d•Onsite

About The Position

Responsible for performing a variety of duties to support the paying and receiving function of the community office. This includes coordinating work within the department and with other departments, reporting pertinent information to the immediate supervisor, and responding to inquiries or requests for information. The role also involves providing technical guidance to customers around bank technology through demonstrations and assistance, demonstrating MYBANK core values, and adhering to uncommon service standards.

Requirements

A high school diploma or equivalent with an emphasis in a business or accounting 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.

Responsibilities

Perform a variety of duties to support the paying and receiving function of the community office.
Greet and serve customers in a friendly and courteous manner.
Maintain an awareness of new business opportunities with customers and actively refer customers to appropriate customer service personnel.
Accept and process deposits of various account types.
Cash checks within approved authority and operating policy.
Sell Cashiers Checks.
Recommend and demonstrate account service technology to enhance customer experience.
Complete CTR reports for multiple transactions or for transactions of $10,000 or more in cash.
Process loan payments, and other related payments.
Process night deposits and mail deposits.
Maintain branch cash vault.
Maintain an approved level of cash; turn in excess and mutilated cash.
Prepare daily settlement and proof of cash transactions; balance cash drawer accurately and efficiently on a daily basis.
Prepare reports relating to the function, e.g., currency transactions, BSA reports, etc.
Process daily work on Branch Capture for transmission to corporate office.
Maintain supplies and an awareness of Teller supply inventory control; order coin and currency for branch as needed.
Refer 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.
Coordinate specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.
Abide by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.
Cooperate with, participate in, and support 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.
Report pertinent information to the immediate supervisor as requested, or according to an established schedule; compile information as necessary or as directed and provide data to appropriate bank personnel.
Respond 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.
Provide technical guidance and training to other Customer Service Representatives.
May be required, on occasion, to provide safe deposit box services to customers.
May be required to provide support in non-paying and receiving activities, e.g., new accounts, loans, etc.
May be required to balance and/or service ATM machines.
May be required to verify coin for vault cash control purposes.
Perform 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.