Banking- Relationship Banker/Branch Customer Service Rep.

TITLE:

Customer Service Representative

EMPLOYMENT STATUS

Full-Time

FLSA STATUS

Non-Exempt General Responsibilities:

Servicing customers and assisting the Branch Manager/Assistant Branch manager in daily branch operations. Supervising and assisting the teller staff as needed under supervision.

ESSENTIAL JOB FUNCTIONS

The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function. Ö Assume the duties and responsibilities of the Branch Manager/Assistant Branch Manager in the absence of that person for short terms. Ö Open new accounts and make appropriate disclosures to customers as various regulations dictate. Ö Interview loan applicants. Discuss application with direct/indirect supervisor for the purpose of making a competent decision. Prepare documentation and close loans with customers. Ö Accept requests for commercial loans and refer to the appropriate officer for decision. Ö Fill in as a teller based on the needs of the branch and the direction of the manager. Ö Act as Safe Deposit Box custodian on an as needed basis. Ö Assist platform and non-platform personnel in the safekeeping of the Bank's negotiable and non-negotiable instruments in accordance with the Security and Audit Departments policies. Ö Complete marketing and other reports as directed by supervisor. Ö Perform various duties that may be unique to the office assigned. Ö Approve teller items above their check cashing limits. Ö Assist tellers having difficulty in settling. Report teller's differences as required to the manager or assistant manager. Perform cash audits of teller cash drawers as situations require. Ö Coordinate with manager the monthly alarm tests and security meetings for staff as required by bank security policies. Ö Attend meetings, classes or seminars as suggested by Branch Administration. Ö Cooperate with, participate in, and support the adherence to all internal policies, procedures, and practices in support of risk management, overall safety and soundness, and the Bank's compliance with all regulatory requirements, (e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), etc.) and ensures that all teller area staff adhere to the same. Ö May be cross trained to relieve or assist in other work areas during peak periods or as absences may create a need.

JOB STANDARDS

ü Exhibits ability to deal effectively and tactfully with all types of customers, non-customers and co-workers. ü Knowledge of negotiability of instrument as applied to items presented for encashment or deposit. ü Aptitude for figures; fundamental arithmetic. ü Ability to effectively present new policies and procedures to staff as management may direct. ü Problem solving abilities with any customer situations that may arise. ü Cross sells additional products/services based on customer profile and customer need. ü Willingly participates in bank training, including security, sales and service training. Successful completion of required compliance related training within prescribed timelines. ü Exhibits punctuality, and minimal absenteeism. ü In compliance with all regulations and bank policies related to job duties.

Physical Requirements:

Ö Must be able to lift coin and currency as required to maintain the branch's main vault cash supply or to fulfill a teller's position. Ö Requires manual dexterity to quickly and accurately count and verify currency and coin. Ö Requires manual dexterity to operate computer, typewriter and other machine keyboards.

Job Requirements:

Recognizing and maintaining confidentiality of work materials and issues. Ability to operate standard office equipment and follow office methods, rules, and policies. Understanding and carrying out verbal and written directions. Interpersonal skills and ability to interact and work with staff at all levels. Ability to pay attention to details and be organized. Ability to project a professional image over the phone and in person. Work Conditions Customer Service Representatives work in a typical retail branch environment where customers are mainly individuals and local business people. CSRs are normally assigned to a lobby desk/work area but must also be able to work a walk-up or drive-through teller window as needed. Working hours for branch locations range from 8:00 AM through 6:15 PM Monday through Friday, and 8:30 AM through 12:15 PM on Saturdays.

Minimum Education/Experience Requirements:

High School Diploma or GED equivalent Ability to speak and understand fluent English is required A minimum of two (2) years experience in a related position as a bank teller or similar cash handling or customer service position.

Job Type:

Full-time Pay:

$40,000.00 - $50,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person