Customer Service Representative (CSR)

CUSTOMER SERVICE REPRESENTATIVE JOB DESCRIPTION

Job Title:

Customer Service Representative (CSR) Branch/Dept.:

Pittsburg EEO Job Category:

Administrative Support Reports to:

Harold Kennington FLSA Status:

Non-exempt Last Update:

May 4, 2026 Essential Functions Meet and greet customers. Open and process new accounts, including DDA, savings and certificates of deposit. Follow procedures prescribed in the Bank's Customer Identification Program. Assist customers with online banking needs, such as initial set-up and troubleshooting. Cross-sell the Bank's services and products. Research and answer customer inquiries; quote products and rates. Process customer check orders. Assist in answering the telephone and transferring calls to the appropriate personnel. Research, verify account information, and resolve problems for customers as necessary. Perform safe deposit box services. Redeem U.S. savings bonds. Process collection items. Receive and enter customer wires.

Assist customers with debit cards:

ordering, re-ordering, and reporting as lost/stolen. Additional Responsibilities Participate in initial and periodic training. Perform other duties, as assigned. Required Education, Experience, and Skills High school diploma or equivalent preferred. One year's banking experience, preferably as CSR. Bilingual preferred. Understanding responsibilities under the Bank Secrecy Act Interpersonal skills to represent the Bank positively with customers and other employees. Ability to maintain confidentiality of Bank records and customer transactions. Working knowledge of Microsoft Word and Excel. This position requires lifting up to 25 lbs. Equipment Used Computer Document scanner Ten-key calculator