Customer Service Representative

Position Description Job Title:

Customer Service Representative Reports to:

Customer Service Manager FSLA Status:

NonExempt

POSITION SUMMARY

Responsible for providing exceptional customer service including efficient and accurate transaction processing.

PRIMARY DUTIES AND RESPONSIBILITIES

Process all customer transactions. Maintain and balance a cash drawer in accordance with Bank procedures. Promote and cross-sell Bank's products and services. Promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Required to be fully knowledgeable and skilled in the areas of teller and new accounts. Represent the Bank in a manner that maintains and expands positive relations with all customers, potential customers and co-workers. Perform as a team member. Image documents and document filing. Responsible for safeguarding sensitive customer information from cyber and other threats by following the Acceptable Use Policy and Code of Conduct/Ethics Policy. Responsible for upholding the security and confidentiality of nonpublic personal information that is obtained from customers by following the Banks Gramm-Leach-Bliley Act (GLBA) Policy.

SECONDARY DUTIES

Handle customer inquiries, refer customers, and work as a liaison between the other departments for issues that cannot be resolved at the teller line. Opening, maintaining, and closing of all account types. Perform branch clerical duties. May be responsible for bank opening and/or closing. Perform branch clerical duties. Working knowledge of job applicable regulations and completion of required compliance training as assigned by the Bank. Perform other duties as may be assigned by Management.

TEAM/COMMITTEE ASSIGNMENTS

Customer Service team

ROLE QUALIFICATIONS

Education High school diploma or GED equivalent Experience Previous customer service experience preferred but not required. Other Skills & Abilities Excellent communication skills, both oral and written. Sets strong ethical standards with integrity, honesty, and trustworthiness in all professional relationships. Competence with computers and 10-key calculator. Experience working with Microsoft Office. Detail and results oriented. Ability to work in a fast-paced environment. Strategizes and collaborates with team members. Performance Measures Meets or exceeds sales goals pre-established by Management. Compliance with all regulatory requirements. Accuracy with handling money and customer transactions. Effectiveness of communication and development of effective working relationships with co-workers, subordinates, community and customers.

WORKING CONDITIONS

Work is performed largely within the Bank with limited chance for personal injury. Prolonged and frequent mental and visual concentration required. Periodic stressful situations in response to multiple priorities within established deadlines. Work hours are generally during normal business hours. Unscheduled morning, evening and work may be needed to meet the needs of customers and employees with Supervisors approval.

GENERAL NOTICE

The statements contained in this job description describe the general nature and level of work being performed by the individual accepting this role. This job description does not state or imply that these are the only duties and responsibilities assigned to this job. The employee holding this job will be required to perform any other job-related duties requested by management and/or the Board of Directors. All job requirements are subject to possible modification to reasonably accommodate individuals with a disability.

Job Type:

Full-time Benefits:

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

Work Location:

In person