CUSTOMER SERVICE REPRESENTATIVE - PAOLI BANKING CENTER

DEPARTMENT

Deposit Operations

LOCATION

Paoli, Indiana

CLASSIFICATION

Non - Exempt

REPORTS TO

Banking Center Manager

SUPERVISES

No supervisory responsibilities

JOB SUMMARY

Provides exceptional customer service and maintains a customer focused culture.

MAJOR DUTIESRESPONSIBILITIES

Is responsible for comprehensive, prompt and efficient customer transactions. Receivescashes checks and cash for accounts, verifies amounts and examines checks for proper completion, and enters transactions into computer records. Balances cash drawer and compares totals to computer-generated sheet. Reports any discrepancies to the supervisor immediately. Accepts a variety of customer requests, such as account holds, stop-payment orders, address changes and similar special services. Promotes and explains financial institution services and products based on customer's needs, within compliance of financial institutions standards. Identifies cross-sell opportunities and refers customer to appropriate sales member. Assists in the night depository function. Ensures deposit area is properly stocked with forms, supplies, etc. Performs Branch Capture of transactions. Continually increases product and service knowledge, to meet customer demands. Makes product and service recommendations to Banking Center Managers. Responsible for complying with all financial institutions policies and procedures. Actively achieves individual sales, referral, operational, and community involvement goals. Has the ability to perform new account activities, back-up head personal banker, ATM oversight, EFT, etc... Performs other duties as assigned.

EDUCATIONEXPERIENCE

High school diploma or equivalent. Two or more years of personal banker experience (including completion of in-house training) Proven ability to cross-sell, perform new account activities, and/or other higher-level activities (ATM, EFT, etc...) Good interpersonal communication, organizational, mathematical and computer skills. EOE, including disability/vets