Customer Service Representative

2 weeks ago


Winfield, Kansas, United States Union State Bank Full time
Job Description

Benefits:

  • Employee Stock Ownership Plan (ESOP)
  • Life Insurance
  • Disability Insurance
  • 401(k) Retirement Plan
  • Dental Coverage
  • Health Insurance
  • Paid Time Off
  • Profit Sharing
  • Vision Coverage

Position Title: Teller I

Reports To: Branch Coordinator and Market Retail Coordinator

Status: Hourly; Non-Exempt


Position Summary: Provide prompt, accurate, and courteous service to all clients. Execute various banking transactions at a teller window or drive-up, including deposits, withdrawals, check cashing, and other related services, in accordance with bank policies and procedures. Maintain the necessary amount of cash on hand and balance daily. Promote bank products and services. This role is an entry-level position requiring less than one year of relevant experience.


Principal Responsibilities and Duties:

  • Manage customer accounts by completing necessary transactions and financial services, such as:
    • Processing change orders;
    • Accepting deposits;
    • Transferring funds;
    • Redeeming money orders;
    • Cashing checks;
    • Accepting loan payments;
    • Ordering new checks;
    • Issuing Cashier's Checks and Money Orders;
    • Counting and rolling coins; banding paper currency;
    • Opening night deposits under dual control, verifying and processing transactions;
    • Assisting with ATM balancing and resolving ATM issues;
    • Processing mail-in deposits.
  • Cross-sell products and services to achieve or exceed established goals.
  • Refer clients to other bank personnel for specialized or complex needs.
  • Assist clients with basic product inquiries and service-related issues, including:
    • Balancing checkbooks;
    • Stop payment requests;
    • Error resolution requests;
    • Internet Banking inquiries;
    • Debit/ATM Card questions.
  • Understand and comply with Federal, State, and Union State Bank regulations.
  • Act as a Receptionist:
    • Answer incoming calls and relay information.
    • Greet clients, respond to inquiries, and direct them to the appropriate personnel.
  • Perform additional duties as assigned.

Supervisor Responsibilities: N/A


Education and Experience Requirements: High school diploma or equivalent required. Experience in cash handling and customer service is necessary.


Specific Skills Required: Ability to communicate effectively, both written and verbally, with individuals internally and externally. High attention to detail and accuracy with the capability to manage multiple tasks and meet deadlines. Problem identification and resolution skills. Strong organizational and time management abilities. Proficiency in basic computer skills, including Microsoft Office products. Ability to handle confidential information and represent the company positively.


Competencies: Cash handling, problem-solving, customer-focused.


System Accesses: Fiserv Precision, Microsoft Office Suite, etc.


Equipment Used: Office equipment including computers, multi-line phone systems, multi-function units, currency counters, coin counters, coin wrappers, imaging scanners, etc.


Working Conditions: Work is conducted in an office environment. Prolonged sitting (90%) and occasional physical exertion (less than 10% of the time) to manually move, lift, carry, or push heavy objects or materials weighing up to 50 pounds. Constant and repetitive use of arms and hands below shoulder level for computer tasks. This position requires the individual to perform standard office activities, including lifting, filing, and operating office equipment. Participation in a rotating Saturday schedule at designated locations may be necessary. Travel between locations could be required.


This job description outlines the general nature and level of work performed by the employee assigned to this position. Responsibilities and duties describe essential functions of the job. This description does not imply that these are the only duties assigned to the job. The employee may be required to perform other job-related duties as requested by their supervisor. All requirements are subject to change over time, at the discretion of the supervisor, and may be modified to reasonably accommodate individuals with disabilities.


Union State Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, disability, or status as a protected veteran.



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