Mobile Customer Service Specialist

2 weeks ago

Harlan, Iowa, United States SCSB Full time
Job Title: Floating Customer Service Representative (CSR)

Department: Retail

Reports To: Retail Manager

FLSA Status: Non-Exempt

Prepared By: Retail Manager

SUMMARY:

Enhance and cultivate banking relationships by assisting our valued customers on the front lines with a friendly, efficient, and precise approach. A solid understanding of our offerings is essential to provide optimal service to our clientele. The CSR is also tasked with strengthening connections by proposing product and service solutions tailored to our customers' needs. This CSR will travel to various branches to cover staff absences.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
  • Flexibility is vital in this position. Working hours and shifts will vary based on branch requirements and staffing needs. Schedules may change daily.
  • Welcome all customers in person and via phone with warmth and friendliness.
  • Perform daily teller responsibilities, including but not limited to: deposits, withdrawals, balancing of the teller drawer, responding to customer inquiries, transfers, and managing safe deposit box access.
  • Guide new customers in selecting suitable products.
  • Address customer inquiries and resolve issues promptly and empathetically.
  • Cross-sell products and services to customers who have indicated a need for specific offerings.
  • Utilize computer applications such as the MS Office suite and Customer Information System.
  • Conduct branch-specific daily transaction scanning, transmitting, and monitoring efficiently and accurately.
  • Foster a collaborative atmosphere by assisting colleagues to promote a positive and enjoyable work environment.
  • Participate in all training sessions, including product knowledge, compliance, and customer service, as directed by management.
  • Engage in community events to support local welfare and create a positive image for the bank.
  • Comprehend and adhere to all bank policies, procedures, laws, and regulations relevant to this role. Complete compliance training and follow internal processes and controls as required.
SUPERVISORY RESPONSIBILITIES

This position does not entail supervisory responsibilities.

QUALIFICATIONS

To excel in this role, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

EDUCATION and/or EXPERIENCE

A high school diploma or general education degree (GED); at least three months of related experience and/or training; or an equivalent combination of education and experience.

Proficiency in keyboarding and 10-key typing skills is required. Familiarity with computer and data processing is preferred, including experience with Microsoft Office applications. Strong mathematical, organizational, and professional verbal/written communication skills are essential.

LANGUAGE SKILLS

Ability to communicate professionally and clearly with the general public and coworkers. Capability to read and interpret general business publications.

MATHEMATICAL SKILLS

Ability to perform basic arithmetic operations, including addition, subtraction, multiplication, and division in various units of measure, using whole numbers, common fractions, decimals, and basic algebra.

REASONING ABILITY

Ability to solve practical problems and handle a variety of situations. Ability to interpret a range of instructions provided in written, oral, diagram, or schedule form.

CERTIFICATES, LICENSES, REGISTRATIONS

A valid driver's license is required for travel to bank offices, training sessions, customer meetings, and community events. Proficiency in a foreign language is beneficial but not mandatory.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit; use hands to finger, handle, or feel; and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, or crouch. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and depth perception.

Must be willing to travel to various locations; this staff member is a floating CSR that covers absences in our branch locations. Availability to work on a Saturday rotation in addition to a regular schedule is required.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts and outside weather conditions. The noise level in the work environment is usually moderate.

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