Customer Service Rep I
Job Type
Part-time
Description

General Responsibilities

Responsible for performing a variety of duties to support the paying, receiving, and customer service functions of the branch office; coordinating work within the office, as well as with other bank departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.

Essential Duties

Performs a variety of duties to support the paying, receiving, and customer service functions of the branch office of which the following are illustrative:

  • Greets and serves customers in a friendly and courteous manner.
  • Accepts deposits of various account types.
  • Cashes checks within approved authority and operating policy.
  • Sells Cashiers Checks, Money Orders, Certified Checks, etc.
  • Accepts loan payments, safe deposit box rent, and other related payments.
  • Processes night deposits and mail deposits.
  • Maintains an approved level of cash; turns in excess and mutilated cash.
  • Prepares daily settlement and proof of cash transactions; balances cash drawer accurately and efficiently on a daily basis.
  • Prepares reports relating to the function, e.g., currency transaction, BSA reports, etc.
  • Processes cash advance requests.
  • Completes the documentation and performs point-of-sale processing on all types of new accounts, e.g., loans, deposits, etc.
  • Provides direct service to customers of the Bank with respect to deposit products and services; supplies pertinent information on other products and services, as needed; refers customers to other departments as appropriate.
  • Provides safe deposit box services to customer.
  • Balances and/or services ATM machines, as required.
  • Verifies and prepares coin for vault cash control purposes, as required.
  • Maintains supplies and an awareness of Teller supply inventory control.

Solicits new business from present and prospective customers; maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities.

Provides customer service information on a timely basis in order that this information may be included as part of monthly and year-to-date performance reports, i.e. referral cards.

Maintains a thorough knowledge of the features and benefits of all Bank products and services in order to ascertain customer needs and to participate in selling in conjunction with these needs.

Coordinates specific work tasks with other personnel within the office as well as with other bank departments in order to ensure the smooth and efficient flow of information.

Abides 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.

Cooperates with, participates in, and supports 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.

Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate Bank personnel.

Responds 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.

Ancillary Duties

Performs 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.

Job Location

 Assigned Branch location

Equipment/Machines

  • Telephone
  • Calculator
  • PC/Computer keyboard
  • Printer
  • Copy machine
  • Fax machine
  • Coin machine
  • Currency verifier
  • Combination and keypad locks
  • Security equipment


Requirements

Basic Qualifications

Education/Training: A high school diploma or equivalent with an emphasis in a business or accounting curriculum.

Skill(s): Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; moderate PC skills; ability to lift approximately fifty (50) lbs. of coin; visual and auditory skills.

Experience: A minimum of one (1) year of experience in customer service, cash handling, or related positions normally required.