Customer Service Specialist-PT, 30 hrs/wk

People's Bank of Commerce•Klamath Falls, OR

1d•Onsite

About The Position

The Customer Service Specialist I (CSS I) provides front-line transactional and customer service support while developing product knowledge to identify customer needs, recommend appropriate solutions, and contribute to business growth. The role processes routine customer account transactions accurately and delivers prompt, courteous service. It supports branch efforts through service conversations and basic banking products, operates with limited supervision within established policies, and builds foundational banking, operations, and customer relationship skills. The position reports to the Branch Service Officer and has no supervisory responsibilities. The role includes customer communications, teller transactions and cash handling, compliance and fraud prevention, account and product knowledge development, documentation, and operational support. Employees participate in training and coaching and are expected to follow the Bank’s policies, protect customer information, meet attendance expectations, and model the Bank’s values. Remote work is not permitted.

Requirements

At least 2 years of cash-handling experience with a good balancing record.
Previous bank experience.
High school diploma or GED.
Computer knowledge and familiarity with Microsoft Word, Excel, and Outlook.
Experience using ten-key by touch.
Use approved forms and templates and capture complete notes and documentation.
Follow identity-verification scripts across phone, chat, email, and callbacks.
Follow job aids and checklists precisely and seek help with non-standard cases.
Communicate clearly and compliantly, document thoroughly, and meet applicable regulatory customer-notification timelines.
Maintain confidentiality and safeguard customer information.

Responsibilities

Provide prompt, friendly, professional customer service and respond to telephone calls, email, and voicemail.
Discuss bank services based on customers’ expressed needs and questions, and refer them to appropriate partners.
Assist with customer loan inquiries and payments and wire transfer requests, including accurate and timely processing under supervision.
Accurately process routine teller transactions, including deposits, withdrawals, negotiable items, cashier’s checks, debit card orders and replacements, foreign checks, and U.S. Savings Bond redemptions.
Process mail transactions and night deposit bags, support ATM processing when assigned, issue receipts, and ensure transaction accuracy.
Maintain security of the cash drawer, keys, negotiable items, and work areas; balance the teller cash drawer daily and support branch cash controls.
Complete incoming and outgoing cash shipments weekly under dual custody and assist with vault cash balancing at day end when needed.
Follow bank policies, procedures, and regulatory requirements, including customer authentication, identity verification, funds availability explanations, and required disclosures.
Identify and promptly escalate suspected fraud, privacy incidents, elder abuse, impersonation attempts, unusual account activity, and other risk indicators.
Complete Currency Transaction Reports and provide SAR referral information to the compliance department as directed; do not advise customers on structuring.
Process stop payments and holds accurately and intake consumer Regulation E EFT error claims through Finboa under established guidelines.
Follow authentication, callback, data-sharing, clean desk, cybersecurity, and customer-data safeguarding requirements; report suspected security incidents or risks.
Begin performing basic customer account maintenance under supervision and complete basic digital administration tasks such as password resets and account lock/unlock.
Use Center Doc for transaction documentation and retention; learn branch operations queue workflows and route items to the appropriate team member.
Participate in ongoing coaching, structured training and certification, and meetings as requested.
Arrive at work and return from breaks as scheduled, meet attendance requirements, and perform special projects or other assigned duties.