Main Office Customer Service Representative

4 weeks ago


Mt Pleasant, United States Isabella Bank Full time
Position Title: Branch Customer Service Representative

Reports To: Senior Branch Manager

General Purpose:

Opens new saving and checking accounts, CDs, IRAs, processes loans, and provides assistance to loan officers and Branch Manager or Branch Supervisor as needed.

Responsibilities:

  • Assists customers, in person or via phone, with aspects of opening and maintaining checking accounts, savings accounts, CDs, IRAs and provides other customer services as needed.
  • Expected to serve on teller line as needed.
  • Cross-markets financial institution products and services as appropriate.
  • May assemble and verify accuracy of loan documents. Checks documents for proper vesting, legal descriptions, closing dates and signatures.
  • May assist in processing mortgage and installment loans by inputting necessary customer information and ensuring that loan files contain documents with proper signature, dates and other relevant data.
  • Provides administrative assistance to the Branch Manager or Branch Supervisor.
  • Travel to other branches to assist with staffing may be required.
  • Teller duties as needed.
  • Other duties as assigned.
Qualifications:

Education/Experience
  • High School Diploma required
  • Two Years banking experience preferred
  • Experience opening new accounts preferred
  • Loan documentation experience preferred
Skills
  • Strong computer skills
  • Strong verbal and written communication skills
  • Good mathematical skills
  • Enthusiastic, positive, outgoing personality
  • Ability to work well in a group or independently
  • Ability to multi-task in a fast-paced environment


Isabella Bank is an AA/EEO employer.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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