Customer Service Representative

Bank of UtahOgden, WA
26d$18Onsite

About The Position

If our mission statement piques your interest, we encourage you to apply for the currently open position of a Part Time Customer Service Representative to work Monday - Friday 10:00 am -2:00 pm at our Branch located at 115 Washington Blvd. Ogden, UT. This Customer Service Representative is responsible for establishing a full relationship with customers. The Customer Service Representative is personally committed to consistently creating a great customer experience by meeting a broad range of financial service needs. In addition, the CSR will help lead the branch team to attain branch goals. Adheres to all bank established policies, procedures and overall banking/compliance regulations. Wage up to $18/hr.

Requirements

  • Previous customer service experience.
  • Basic computer and Microsoft Office Suite skills.
  • High School Diploma or equivalent required

Nice To Haves

  • Previous cash handling experience preferred

Responsibilities

  • Promotes, represents and welcomes current and potential customers, employees and vendors to the bank in a professional and inviting manner.
  • Develop a strong, value-added relationship with current and prospective customers by engaging in conversations that uncover their current and future financial needs.
  • Provide solutions to ensure the customer feels understood, informed and confident in the bank and products/services offered.
  • Leads and encourages a positive working environment with a can-do attitude, which fosters our Cultural Beliefs.
  • Proficiently performs routine, basic and complex transactions and tasks including but not limited to: Accept and process deposits, withdrawals, transfers, check cashing, loan payments and advances.
  • Maintain proper cash levels and keeps cash secure at all times.
  • Accurately balances cash drawer and vault and reports variations in accordance with bank policy.
  • Process daily branch capture, verifying accuracy of scanned documents to minimize non-posts.
  • Collects information for outgoing wire transfers up to specified limit.
  • Basic account maintenance including address changes holds, and stop pays.
  • Open and Close all depository accounts including but not limited to: IRA, HSA, Business and Consumer accounts.
  • Ensure proper Customer Identification (CIP) and Bank Secrecy (BSA) procedures are appropriately followed.
  • Completes required reports timely and accurately (including UAR and CTR)
  • Expert knowledge of Bank of Utah’s depository products accounts, apps and online services along with a strong understanding of bank’s products and services.
  • Promote and refer other bank products/services to customers and convert service opportunities to sales when appropriate.
  • Proactively seek solutions to customer service and efficiency issues.
  • Troubleshoot online and mobile banking issues.
  • Service customer accounts and requests accurately in accordance with bank policy and procedure.
  • Maintain comprehensive and up to date knowledge of banking regulations related to assigned job function.
  • Complete required compliance and job specific training.
  • Actively participate in meetings, individual and group feedback/training sessions.
  • Quality, accuracy, reliability, friendliness, thoroughness and timeliness of services provided to internal and external customers
  • Understands and adheres to Bank policies and procedures
  • Ability to earn the trust and respect of customers and co-workers
  • Exhibits professional workplace appearance and conduct
  • Keeps bank, customer, and employee information confidential
  • Participates in training and appropriate professional development
  • Reliability in reporting to work regularly and on time
  • Informs customers and potential customers of additional Bank services when appropriate.

Benefits

  • Great work-life balance, with a Monday-Friday schedule
  • 401(k) plan and match up to 5 percent in our employee stock ownership program (eligibility requirements must be met)
  • 12 paid bank holidays + paid time off
  • Volunteer opportunities to make a difference in the communities where you work and live
  • Awards and recognition to celebrate you and your colleagues for living the bank's values
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