Customer Service Representative I

Description

Position Summary: Receives and disburses money and keeps records of money and negotiable instruments involved in financial transactions by performing the following duties.

Responsibilities and Accountabilities:

• Receives checks and cash for deposit, verifies amount, and examines checks for endorsements and authenticity
• Cashes checks and disburse cash after verification of signatures and customer balances.
• Enters customers' transactions into computer to record transactions, and issues computer generated receipts.
• Orders daily supply of cash with vault teller and verifies all incoming and outgoing cash.
• Balances currency and coin, in cash drawer at the end of their shift and compares totaled amounts with amount shown in Integrated Teller.
• Explains, promotes, or sells products or services such as gift cards, cashier's checks, and check orders
• Understands the different accounts, products, and services offered at the bank.
• Balances ATM, processes night deposit bags and deposit by mail, prepares change orders
• Accepts loan, mortgage and other payments (including utilities)
• Perform error resolution within customer transactions and account activity

Competencies:

• Customer Service
• Time Management
• Detail Orientation

Requirements

Role Qualifications:

Education/Experience

• High school diploma or equivalent.

Other Skills and Abilities

• Oral/Written communication skills
• Maintain confidentiality of customer information
• Problem-solving and decision-making skills

PERFORMANCE MEASURES:

• Quality and accuracy of customer transactions
• Reliability, friendliness, thoroughness and timeliness of services provided to customers
• Adherence to Bank policy and Federal and State Regulatory requirements
• Participation in training and appropriate professional developments
• Appropriate attendance record and punctuality
• Professional work place appearance and conduct
• Meets or exceeds goals as pre-established by VP of Retail Banking that are aligned with the strategic plan

WORKING CONDITIONS:

Work is performed largely within the Bank with limited chance for personal injury. Prolonged and frequent mental and visual concentration required. Periodic stressful situations in response to multiple priorities within established deadlines. Work hours are generally during normal business hours. Unscheduled evening and weekend work may be needed to meet the needs of customers and employees. Occasional travel between offices may be required. Must be able to lift and move up to 20 pounds of office supplies and equipment. Some bending, turning, and twisting required.

GENERAL NOTICE:

This position description describes the general nature and level of work performed by the employee assigned to this position and should not be interpreted as all inclusive. It does not state or imply that these are the only duties and responsibilities assigned to the position. The employee may be required to perform other job-related duties. All requirements are subject to change and to possible modification to reasonably accommodate individuals with a disability.

This position description does not constitute an employment agreement between the Bank and employee and is subject to change by the employer as the needs of the Bank and requirements of the position change.