Banking Service Expert

3 weeks ago


New Bedford, Massachusetts, United States Financial Staffing Resources, Ltd. Full time
Job Description:

As a New Accounts Representative/CSR 3, you will greet and address customers by name, actively listen to their requests, comments, or complaints, and respond appropriately following established procedures.

Key Responsibilities:
  • Provide personalized service to customers.
  • Process deposits, verify amounts, examine checks for proper endorsement, and accurately enter transactions into computer records promptly.
  • Cash checks, process withdrawals, and handle mortgage, consumer loan, and other payments efficiently.
  • Promote and explain various services such as consumer and mortgage loans, insurance, IRAs, CDs, safe deposit boxes, and more to customers.
  • Assist customers with opening new accounts, including both commercial and consumer accounts such as checking, savings, and credit accounts.
  • Count, check, and package coins and currency, ensuring accuracy in maintaining cash supply within prescribed limits.
  • Balance the cash drawer at the end of each shift and handle account maintenance tasks.


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