Customer Service Representative - Paoli Banking Center

Springs Valley Bank & Trust Company•Paoli, IN

About The Position

The Customer Service Representative provides exceptional customer service and helps maintain a customer-focused culture at the Paoli Banking Center. The role handles customer transactions and requests, explains and promotes financial institution products and services, identifies cross-sell opportunities, and supports banking center operations. The position reports to the Banking Center Manager and has no supervisory responsibilities.

Requirements

High school diploma or equivalent.
Two or more years of personal banker experience, including completion of in-house training.
Proven ability to cross-sell, perform new account activities, and/or perform higher-level activities such as ATM or EFT.
Good interpersonal communication, organizational, mathematical, and computer skills.

Responsibilities

Process customer transactions promptly and efficiently, including receiving and cashing checks and cash for accounts, verifying amounts, examining checks for proper completion, and entering transactions into computer records.
Balance the cash drawer against computer-generated totals and immediately report discrepancies to the supervisor.
Handle customer requests such as account holds, stop-payment orders, address changes, and similar special services.
Promote and explain financial institution services and products based on customer needs and within institutional standards.
Identify cross-sell opportunities and refer customers to the appropriate sales member.
Assist with the night depository function.
Keep the deposit area stocked with forms and supplies.
Perform Branch Capture of transactions.
Continually increase product and service knowledge to meet customer demands.
Make product and service recommendations to Banking Center Managers.
Comply with financial institution policies and procedures.
Work toward individual sales, referral, operational, and community involvement goals.
Perform new account activities and provide backup for the head personal banker, as well as support ATM oversight, EFT, and related activities.
Perform other duties as assigned.