Process customer transactions, including receiving deposits, verifying cash and endorsements and issuing receipts, making withdrawals, cashing checks, placing deposit holds, selling money orders, providing customer account printouts, scanning work for remote capture, and receiving installment loan payments. Greet customers courteously and refer them to the appropriate staff. Assist customers with choosing bank products and opening accounts. Provide customer access to safe deposit boxes; answer the telephone, transfer calls, and take messages; and type or key miscellaneous reports, logs, forms, documents, and other correspondence, as needed. Assist the customer with internet banking questions. Balance transactions at end of day and verify cash totals. Provide teller services at the front counter and the drive-up window, including rotating Saturday staffing. Carry out opening and closing procedures of branch. Other duties as assigned.
REQUIRED EDUCATION, EXPERIENCE AND SKILLS
High school graduate or equivalent required. Interpersonal skills to represent the Bank in a positive way in dealing with customers and other employees. Cash handling and balancing experience and accuracy highly preferred. Customer service and retail sales experience preferred. Ability to use core processing and data systems, and other standard office equipment such as a computer, typewriter and 10-key calculator/adding machine. Ability to stand for long periods of time and lift 15 to 20 pounds.
SUMMARY OF JOB
The Customer Service Representative serves as the primary point of contact for customers and non-customers by providing prompt, courteous and effective customer service; representing the Bank in a professional manner; and being alert to customer needs. Ensures all transactions are completed efficiently and accurately, while maintaining customer confidentiality. Responsible for balancing all financial transactions performed during work shift.