Customer Service Representative
4 weeks ago
The Customer Service Representative is an entry-level position responsible for providing assistance to branch employees, enabling a positive customer service experience and executing day-to-day banking activities in coordination with the Customer Service function.
Key Responsibilities:
- Manage and coordinate branch resources, such as financial documents and securities in national and foreign currency
- Assist Tellers with day-to-day banking activities to ensure processes are completed in an accurate and efficient manner
- Control and manage cash, valuated forms, and means of access
- Supervise and ensure that proper banking protocols are completed
- Reconcile teller transactions against branch accounting
- Perform banking administrative tasks and follow-ups, as needed for the branch
- Assist with the opening and management of customer accounts
- Assist with window operations and funnel overflow to other channels
Requirements:
- 2-4 years relevant experience in customer service
- Knowledge of: regulations and operational processes of branch
- Microsoft Office experience
- Banking accounting or basic accounting experience
Education:
High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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