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 and Responsibilities:

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 Cashier's 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
  • 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 workplace.


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.

· Other Duties, as assigned

Job Location

Assigned Branch location or other branches based on business need

Equipment/Machines

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

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REASONABLE ACCOMMODATIONS FOR DISABILITY:

Any employee, who believes that a reasonable accommodation is required for purposes of federal or state disability law is required to contact Human Resources to begin the Interactive exchange process. 

DISCLAIMER:

The Employee is an “AT-WILL” Employee subject to termination with or without cause or resignation at any time. 

The information provided in this description has been designed to indicate the general nature and level of work performed by incumbents within this job. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, qualifications, and working conditions required if an employee is assigned this job. Management has sole discretion to add or modify duties of the job and to designate other functions as essential at any time. This job agreement is not an employment agreement or contract. 


Requirements

 

Required Qualifications: Education/Training: High School Diploma or equivalent plus a minimum of (1) year of experience in customer service, cash handling, or related positions and/or any combination of education or experience.

Skill(s): 

· Proficient reading, writing, grammar, and mathematics skills

· Proficient interpersonal relations and communicative skills 

· Proficient creative and composition skills

· Moderate PC skills

· Visual and auditory skills

· Valid Driver’s license

Physical Requirements:

· Ability to lift items weighing 50 lbs. or less

· Remain sedentary for a significant amount of time

· Perform work for this position in an office environment

Additional Knowledge, Skills, and Abilities:

  • Competent problem-solving skills and ability to focus on details
  • Ability to solve simple technical skills 
  • Processed strong written and verbal communication skills
  • Ability to work effectively in a team environment
  • Strong interpersonal skills
  • Sound judgment and discretion
  • Commitment to community values and service excellence
  • Problem solving and conflict resolution skills
  • Comfort working in a highly regulated environment