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Customer Service Representative I

The Customer Service Representative conducts customer and bank transactions with accuracy, speed, efficiency, and professionalism meeting the high quality service delivery standards of the Bank.

RESPONSIBILITIES

  • Process deposits, withdrawals, check cashing and other Bank transactions including night depository and ATM.
  • Process electronic data changes and updates in computer system including contact information, CD renewals and other electronic customer data.
  • Processes all paperwork associated with transactions including proper filing or discarding of sensitive information.
  • Responsible for reviewing and verifying daily reports assigned by Branch Management.
  • Manage assigned portfolio of accounts consistently identifying opportunities to cross-sell bank products and services and generate referral to appropriate account manager.
  • Process new account opening transactions and vesting changes.

QUALIFICATIONS

  • Retail or cash handling experience
  • High School diploma/GED preferred


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