Client Support Specialist

2 months ago


Willard, Ohio, United States Sutton Bank Full time
Position Overview

The Customer Service Representative serves as the initial point of contact for customer inquiries and transactions within the bank. This role involves collaborating with a dedicated team to efficiently handle a variety of banking operations, including deposits, withdrawals, and payments.

Key Responsibilities:

  1. Engage with customers to determine their needs, fulfill requests, and provide answers to inquiries.
  2. Investigate and resolve discrepancies in transactions.
  3. Process cash item deposits, savings deposits, and withdrawals with accuracy.
  4. Handle loan, credit card, and utility payments effectively.
  5. Manage the sale and redemption of savings bonds.
  6. Reconcile night deposits and transactions received by mail.
  7. Supervise the vault and ATM operations when assigned.
  8. Adhere to cash handling protocols to ensure all funds are secured and accurately accounted for.
  9. Complete necessary documentation for holds and Currency Transaction Reports (CTR's).
  10. Maintain safety and security standards consistently, including following dual control measures when required.
  11. Process check cashing requests.
  12. Monitor and maintain assigned cash levels, ensuring drawer balances are accurate and addressing any discrepancies.
  13. Uphold exceptional customer service standards throughout all interactions.
  14. Promote bank services, including gift cards, and identify opportunities for cross-selling, referring customers to Personal Bankers as needed.
  15. Utilize back-office systems to transmit transactions to corporate and resolve any balancing issues.
  16. Exhibit flexibility in scheduling to accommodate various hours and locations within the market.

Equal Opportunity Employer: Sutton Bank is committed to providing equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, pregnancy, disability, or protected veteran status.

Posted by ApplicantPro

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