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Customer Service Representative
2 months ago
About the Position:
Become a part of a leading financial institution recognized for its excellence in service. Foothills Bank has consistently been acknowledged as one of the Top Companies to Work for in Arizona.
Core Values:
We embody our Vision through...
- A commitment to excellence and teamwork
- Engaged leadership focused on the success of others
- Integrity in all our actions
- A passion for serving our customers and communities
- Perseverance in finding optimal solutions
- Honoring the trust of our customers
- Pride in our identity and mission
Role Overview:
As a Customer Service Representative, you will be the first point of contact for customers visiting the branch. Your primary responsibilities will include utilizing effective communication and listening skills to address the financial needs of our clients while fostering strong customer relationships.
Your duties will encompass routine banking transactions, educating customers about available products and services, and managing both new and existing deposit accounts along with other customer service responsibilities.
You will enhance the reputation of Foothills Bank through your service quality and professionalism.Accuracy and timeliness in processing transactions and maintaining a balanced cash drawer are essential expectations.
Key Responsibilities:
Customer Service Duties:
Execute various transactions for bank customers, including but not limited to: receiving deposits, cashing checks, processing loan payments, handling wire transfer requests, fulfilling business change orders, issuing cashier's checks, redeeming savings bonds, processing credit card advances, managing foreign currency transactions, and facilitating telephone transfers.
Maintain a foundational understanding of banking products such as checking, savings, money market accounts, Certificates of Deposit (CD), and e-banking services.
Effectively market and cross-sell the bank's services and accounts to meet customer needs.
Assist customers with safe deposit entries, account reconciliations, account closures, address changes, and provide statement printouts and check copy requests.
Keep a daily balancing record by accurately managing cash, identifying overages and shortages, selling excess cash to the vault, and maintaining established cash levels in the drawer.
Be proficient in banking software and assist in training new employees on teller responsibilities.
Regular attendance is crucial for this role to ensure in-person customer interactions.
Adhere to all applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Compliance and Security:
Take ownership of compliance with all relevant banking laws and regulations, as well as company policies and procedures, management directives, and security protocols.
Ensure confidentiality of all customer, colleague, and bank information.
Access private information only as necessary for your role, being mindful of others who may overhear conversations or view sensitive information.
Proactively safeguard the bank and its customers against fraudulent activities by staying informed on fraud alerts and discussing specific transactions with customers to prevent potential losses.
Complete all required annual compliance training and continuing education to remain updated on bank policies, regulations, and licensing requirements.
Be vigilant about bank security and adhere to the bank's security policies. Report any situations that may pose a security risk to management.
Additional Responsibilities:
Welcome customers in the lobby.
May receive training to open new accounts.
Keep management informed of area activities and any significant issues.
Engage in community service and bank-sponsored events.
Deliver exceptional internal and external customer service, demonstrating self-governance, courtesy, and respect towards customers and colleagues alike.
Represent the bank professionally, which includes maintaining a professional appearance, confidentiality, a proactive attitude, good attendance, punctuality, and adaptability to meet the needs of the bank and its customers.
Additional duties may be assigned as necessary.
Comply with all applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
About You:
Qualifications:
High school diploma or equivalent
Six months of cash handling and customer service experience
Previous experience in a teller role is preferred
Knowledge, Skills, and Abilities:
Exhibit a high level of customer service and interpersonal skills to communicate effectively throughout the bank and positively represent the bank to current and potential customers.
Possess professional verbal and written communication skills.
Ability to operate a computer and standard office equipment, such as copiers and fax machines.
Basic reading, writing, and mathematical skills.
Proficient typing skills with an eye for detail and accuracy.
Basic computer skills, including the ability to navigate the Intranet, create and retrieve documents, and utilize software applications.
Work Environment:
Must be able to perform work indoors in a climate-controlled shared workspace with a moderate noise level.
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 often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear.
The employee is occasionally required to:
stand; walk; and lift or reach with hands and arms.
Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off-site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance. Must be capable of climbing/descending stairs in an emergency situation.
Specific lifting abilities required by this job include: Exerting up to 25 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects.
If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.
Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform activities such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.
What We Offer:
Compensation & Benefits:
Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position.
We provide a comprehensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance, a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a 401(k) retirement savings plan, discounts on banking products and services, Paid Time Off (PTO), and holidays.
Visit our website for more details.Company Overview:
We are a family of banks whose unique local presence reflects the communities we serve. We welcome the opportunity to grow and adapt as our customers and communities evolve. Learn more about our story, our banks, and experience life at Glacier Bancorp, Inc. through our website.
We are an Equal Opportunity Employer, and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.
No Recruiters or unsolicited agency referrals please.
