Financial Services Representative

7 days ago


Oswego, New York, United States Pathfinder Bank Full time

About the Role

This role is ideal for someone who enjoys working with people, has excellent communication skills, and is comfortable with technology. As a Float Customer Service Representative, you will be responsible for providing top-notch customer service, processing transactions, and promoting the Bank's products and services.

Responsibilities

  • Provide exceptional customer service to all bank customers.
  • Promote the Bank's products and services and refer customers to the appropriate sales personnel. Answer customers' routine banking questions; refer complex inquiries to management.
  • Process daily transactions including deposits, withdrawals, check cashing and payments accurately, and balance work to teller system with minimal assistance.
  • Receive, pay out monies, balance cash drawer with minimal assistance, and maintain an acceptable difference record.
  • Update customer contact information on an ongoing basis to ensure we have the most accurate data in the event the bank needs to contact them.
  • Assist with support work including, but not limited to, night drop, ATM balancing, safe deposit box, and debit card set up, branch capture, and preparing courier bags for transit.
  • Perform various clerical duties including answering phone, typing, filing and preparing check orders.
  • Ensure compliance/adherence to all policies, procedures and federal regulations in order to attain a satisfactory or better branch audit. Maintain confidentiality of all customer records and documents.


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