Customer Service Representative
17 hours ago
GENERAL:
- Greets and directs customers in person and on the phone.
- Explains various services/products available and assists customers in selecting these services/products which best meet their needs.
- Maintains confidentiality of customer accounts.
- Routinely check internal bank email and other bank communications, responding to communications in a time frame appropriate to the communication received.
- Clean and maintain work area with necessary supplies
NEW ACCOUNTS:
- Opens various types of new accounts; verifies and processes changes to existing accounts.
- Establish or maintain electronic services such as e-statements, electronic banking, etc.
- Scan supporting account documentation within required timeframes.
- Follow up with any documentation that is outstanding by reviewing the "signature card outstanding" report on a weekly basis.
- Process customers check orders.
- Encourage and maintain new and existing customer relationships by completing the customer on-boarding process.
- Assist customers with balancing checking accounts.
- Performs reprints of customer statements.
- Creating or maintenance of debit cards.
- Process POS (point of sale) disputes for customers.
- Perform transaction item research for customers.
- Provides assistance with "stop pays" and wire transfers
- Performs a variety of other tasks, such as filing, copying, and distributing and opening mail.
- Opens or closes safe deposit boxes; assist customers with accessing their safe deposit boxes and assists with inventory of deceased customers' boxes.
- May also provide notary public services.
TELLER:
- Accepts and processes transactions for deposit and loan accounts.
- Process money orders, cashier's checks and other bank services.
- Complete change orders.
- Redeems U.S. Savings Bonds.
- Processes credit card cash advances.
- Ensure accuracy of work by reviewing work for possible errors or encoding necessary prior to scanning.
- Perform service requirements to the ATM
- Processes night deposit, drop off and mail-in deposits.
- Responds to customers' inquiries, by phone or in person, as appropriate.
- Balance and maintains proper cash level in drawers, keeps cash secure, and maintains a high level of safety and security for the bank.
- Provide cleaning and maintenance to teller equipment such as coin counter, scanner, etc. on a regular basis.
- Process stop payments
OTHER:
- Attend/complete required annual training.
- Actively involved in community activities.
- Participates when possible in bank activities.
- Performs other tasks requested by supervisor as they relate to the Bank and its functions.
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