General Job Summary
The Customer Service Representative is responsible for handling all branch daily support, security and operational transactions including servicing banking customers through all available channels as well as the opening and maintenance of accounts and other sales such as loans.
Summary of Essential Job Functions
- Completes customer banking transactions, such as deposits, withdrawals, and payments.
- Performs customer service requests such as wire transfers or ordering checks.
- Creates and logs negotiable instruments such as western union, cashier’s checks, or account kits.
- Assesses fees on accounts.
- Maintains cash securely and properly.
- Performs cash balancing as well as ATM balancing.
- Maintains secure and safe banking environment.
- Files customer documents.
- Prints reports specific to transactions.
- Handles incoming phone, mail, or email requests & transactions.
- Completes maintenance on accounts.
- Completes & closes banking sales for deposit & loan products.
- Resolves customer disputes.
- Places monetary holds.
- Fills in for other customer service areas as needed.
- Files proper government or bank monitoring information.
Other Job Functions
- Assist with updating branch procedures as needed.
- Assists with receptionist coverage as needed.
- Handles and sorts incoming and outgoing mail, returned mail, scans/emails mail as needed
- Greets all walk-in visitors, signs them in & out accordingly, and directs all incoming phone calls.
- Assists and answers questions for incoming customers, phone calls, faxes, and emails in prompt & courteous manner.
- Keeps proper amounts of banking supplies on hand and orders more as needed.
- Maintains a clean lobby and waiting area.
- Refer sales business to other lines/partners within the corporation.
- All other duties as assigned by management.
