Customer Service Representative Lead

3 weeks ago


East Syracuse, New York, United States Pathfinder Bank Full time

Company Overview
A leading financial institution, Pathfinder Bank, is seeking a highly skilled and dedicated individual to join our team as a Customer Service Representative. With a strong commitment to exceptional customer service, we strive to deliver personalized banking experiences that exceed our customers' expectations.

Job Description
This role involves providing top-notch customer service, processing transactions efficiently, and promoting the Bank's products and services. As a key driver of branch referrals, you will play a crucial part in achieving our annual goals. Your ability to stay current on operational changes and make informed risk management decisions will be essential in growing the bank while minimizing preventable losses.

Essential Functions:

  1. Deliver exceptional customer experiences by greeting customers warmly, using their names, and ending each interaction with a personalized thank you message.
  2. Process various retail and commercial transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check cashing.
  3. Promote the Bank's products and services, referring customers to sales personnel as needed.
  4. Verify check endorsements and funds availability, disburse cash according to policy, and issue receipts for transactions processed.
  5. Update customer contact information regularly to ensure accurate data for future communication.
  6. Understand and adhere to risk and regulatory standards, policies, and controls, identifying issues requiring escalation to management.
  7. Demonstrate teamwork by assisting colleagues when needed and actively participating in branch team meetings.

Salary
$17-$19 per hour



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