Customer Service Representative

4 months ago

Springfield, United States Security Bank Full time

Job Type

Full-time

Description

Security Bank, SB is the only mutual savings bank located in Springfield, Illinois and has been servicing the community for over 144 years. Security Banks mission is to promote the financial health and prosperity of our bank, depositors, employees, and community. We invite qualified applicants with banking experience to apply for the position of Customer Service Representative.

This job operates in a professional office environment. Reports directly to the Assistant Branch Manager and performs essential functions overseen by the Lead Customer Service Representative if applicable. Provides prompt and courteous service to external and internal clients. Serves as the front-line contact with clientele providing a variety of banking services and above average levels of customer service, including referrals for additional products and services. Maintains confidentiality of Bank's customers and processes while adhering to Information Security standards.

Essential Functions

  • Transacts deposits, withdrawals, transfers, and posts loan payments.
  • Knowledge of change orders, night drop, ATM deposits, reversing transactions.
  • Issues negotiable items and other front-line products/services.
  • Balances cash drawer and transactions daily.
  • Knowledge of procedures for if drawer is out of balance.
  • Performs Teller Capture.
  • Assists clients with their financial needs and makes referrals to meet them.
  • Verifying customer's identity.
  • Looking up information regarding customer accounts (balance, related customers, etc.) and procedures for providing said information both verbally and written.
  • Knowledge of logging referrals and interactions.
  • Knowledge of procedures for daily CSR responsibilities.
  • Strapping money, running coin, vault transfers
  • Performs security and compliance procedures for the branch.
  • Opening and Closing checklists of branches
  • Assists clients with access to safe deposit boxes and logs.
  • Files and maintains signature cards.
  • Balances and maintains ATM terminal.
  • Performs basic file maintenance for clients.
  • Proper paperwork/procedures for change of address, phone number, and email.

Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

Benefits:

401(k)

401(k) 3% match

Dental insurance

Disability insurance

Federal Holidays off and paid

Flexible spending account

Health insurance

Life insurance

Paid time off

Vision insurance

Requirements

Required: High school diploma or equivalent; practical experience with basic hardware and software.

Preferred: One year teller experience, including sales and referrals and cash handling.

Physical Requirements

Sufficient stamina to sit and read a computer screen or stand for extended periods of time. Ability to perform repetitive motion with wrists, hands, and/or fingers and otherwise perform the essential functions of the position. While performing these duties, the employee is regularly required to speak and hear. Mobility to move throughout the branch. Ability to lift up to 50 pounds.

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