Floating Customer Service Representative (CSR)

SHELBY COUNTY STATE BANKHarlan, IA
Onsite

About The Position

Develop and enhance banking relationships by serving existing customers on the front line in a friendly, efficient, and accurate manner. This role requires a general understanding of the bank's products and services to best assist customers. The CSR will travel to all eight south branches to cover staff absences, offering product/service solutions to fit customer needs.

Requirements

  • Flexibility is crucial in this role. Hours/shifts will differ based on branch location and staffing needs. Schedules can change from day to day.
  • Use computer programs such as MS Office suite of products and Customer Information System.
  • High school diploma or general education degree (GED).
  • At least three months related experience and/or training, or equivalent combination of education and experience.
  • Keyboarding and 10-key typing skills.
  • Computer and data processing literacy preferred, including experience with Microsoft Office programs.
  • Mathematical, organizational, and professional verbal/written communication skills required.
  • Ability to communicate professionally and distinctly to the general public and other coworkers.
  • Ability to read and interpret general business periodicals.
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, decimals, and basic algebra.
  • Ability to solve practical problems and deal with a variety of situations.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  • Valid driver’s license is required for travel to Bank offices, training sessions, customer meetings, Bank and community meetings, etc.
  • Regularly required to talk or hear.
  • Frequently required to sit; use hands to finger, handle, or feel; and reach with hands and arms.
  • Occasionally required to stand; walk; climb or balance; and stoop, kneel, or crouch.
  • Must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.
  • Specific vision abilities required by this job include close vision, distance vision, color vision, and depth perception.
  • Must be willing to travel to all of SCSB’s eight locations; this staff member is a floating CSR that covers absences in our branch locations.
  • Must be willing to work on a Saturday rotation in addition to regular 7:15 a.m. – 5:30 p.m. schedule.

Nice To Haves

  • Ability to speak a foreign language helpful but not required.

Responsibilities

  • Greet all customers in person and on the phone in a warm and friendly manner.
  • Conduct daily teller work duties including deposits, withdrawals, balancing of one’s teller drawer, customer inquiries, transfers, and safe deposit box entry and exit.
  • Counsel new customers to choose appropriate products.
  • Answer customer questions and resolve customer problems expediently and empathetically.
  • Cross-sell products and services to customers appropriately based on displayed or expressed needs.
  • Conduct branch specific daily transaction scanning, transmitting, and monitoring in an efficient and accurate manner.
  • Create an atmosphere of teamwork by helping coworkers to promote a positive and fun working environment.
  • Attend all training, including product, compliance and customer service.
  • Participate in community events to promote the welfare of the county and create a favorable reflection on the bank.
  • Understand and adhere to all Bank policy, procedures, laws and regulations applicable to this role.
  • Complete compliance training; follow internal processes and controls as required.
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