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Customer Service Representative Lead

2 months ago

Albany, Oregon, United States People's Bank of Commerce Full time
Job Summary

We are seeking a highly skilled Customer Service Representative to join our team at People's Bank of Commerce. As a key member of our branch, you will be responsible for providing exceptional customer service and support to our customers, while promoting all bank products and services.

Key Responsibilities
  • Provide prompt and professional service to customers in person or by telephone, ensuring a positive experience and building strong relationships.
  • Process all monetary transactions accurately and efficiently, maintaining a high level of security and adhering to bank policies and procedures.
  • Sell cashier's checks, money orders, traveler's checks, and government bonds, as well as accept loan payments and process mail.
  • Adhere to Tel-4 limits and bank policy to ensure accurate cash handling and minimize time and effort to locate outages.
  • Maintain a balancing standard of no more than $400.00 in annual rolling cash outages.
  • Exercise independent judgment while working with established check cashing guidelines.
  • Provide products and services education, assistance, research, support, and problem resolution in a timely manner to customers and employees.
  • Understand and adhere to federal and state laws and regulations, as well as bank policies, procedures, and standards.
  • Accurately complete CTR and monetary instrument reporting when necessary and in a timely manner.
  • Use active listening skills to determine customer needs and sell and cross-sell bank services.
  • Consistently make productive use of time to complete all primary daily duties and ask for additional assignments to assist others.
Requirements
  • Familiarity with deposit products and bank services.
  • Satisfactory communication and organizational skills.
  • Satisfactory interpersonal skills and ability to develop rapport with people.
  • Ability to work within and foster a team environment.
  • Ability to look and project a professional image.
Education, Training, and Experience
  • Computer knowledge and familiarity with Microsoft Word, Excel, Outlook, and experience using ten-key by touch.
  • Successful completion of a high school diploma or GED.
  • Minimum of 1 year experience with cash handling with a good balancing record (previous bank experience preferred).