Customer Service Representative

*SUMMARY* Provides high‐quality customer service by meeting the transactional and informational needs of customers in an accurate, efficient and friendly manner.
Identifies sales and cross‐selling opportunities.
Performs routine office and clerical duties.
Maintains operational quality and standards.
Acts as the customer’s first “point‐of‐ contact” with the Bank.
*ESSENTIAL DUTIES * * Process and balance a wide range of financial transactions accurately and efficiently including, but not limited to, deposits, withdrawals, loan payments and cash and coin counting.
* Manage and balance cash drawer.
* Deliver exceptional customer service in a positive, professional manner.
* Perform specialized tasks such as preparing cashier’s checks, personal money orders, cash advances and basic account reconciliation and check ordering.
* Receive and verify loan payments.
* Record all transactions promptly, accurately and in compliance with Bank procedures.
* Learn attributes of various bank products so you can identify customer needs and refer customers to the appropriate personnel.
* Answer customer inquiries regarding deposit accounts and other bank related products and handle customer complaints, issues and research needs.
* Answer telephone calls.
* Travel to other branches as needed.
* Attend compliance meetings, seminars, and additional training as instructed and approved.
* Comply with all state and federal banking laws and regulations.
* Other duties as assigned.
*SECONDARY DUTIES * * Participates in Bank‐wide committee and branch‐level meetings when requested.
* Assist senior management in development of Bank manuals and operational procedures in an effort to accomplish the Bank’s strategic directives.
* Keeps abreast of regulatory compliance and developments for assigned area and informs Bank staff of same.
* Recommends procedural changes as needed to support prescribed requirements.
* Maintain educational and professional expertise through attendance at job‐related seminars, conferences and workshops.
* Participates in Bank community service and team building events.
* Perform any and all other additional duties as may be assigned.
*ENVIRONMENT AND PHYSICAL ACTIVITY * The physical and work environment characteristics described in this job description are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions or as otherwise required by law.
Employees needing reasonable accommodations should discuss the request with the employee’s supervisor or Human Resources.
This work requires the occasional exertion of up to 10 pounds of force; work requires sitting, frequently requires standing.
Work has standard vision requirements.
Work requires preparing and analyzing written or computer data and observing general surroundings and activities.
*MINIMUM REQUIREMENTS * High school diploma or equivalent.
Clerical, administrative, cash handling, sales or customer service experience preferred.
Knowledge and practice of customer service principles including advanced sales skills.
Relevant computer skills.
Strong reading, writing, numerical ability and communication and problem solving skills.
Customer service oriented.
Accurate and attentive to detail.
Ability to manage time effectively and efficiently.
Must be honest and able to work independently and in a team environment.
Ability to multi‐task and handle stressful situations.
*Acknowledgement:* This job description is not intended and should not be construed to be an all‐inclusive list of responsibilities, skills, efforts or working conditions associated with this position.
While this job description is intended to be an accurate reflection of the job requirement, management reserves the right to modify, add or remove duties from particular jobs and to assign other duties as necessary.
I acknowledge that this job description is neither an employment contract nor a legal document.
I have received, read, and understand the expectations for the successful performance of this job.
Job Type: Full-time Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Paid time off Shift: * Day shift Weekly day range: * Monday to Friday * Weekends as needed Work setting: * In-person Work Location: In person