Customer Service Representative
Customer Service Representatives are responsible for excellent customer service, attentiveness, information retention, strong communication and organizational skills. CSR’s must also have the ability to work in a fast-paced environment and under pressure, as needed, with a high degree of accuracy. Work is expected to be done according to established work flow, procedures, and regulations.
Division / Department: Deposit
Location: Wedge Branch - Waterloo, IL
Reports to: Branch Manager
Level/Grade: Staff
Type of Position: Part-time
Hours per week: ≥ 30
Position Requirements
- Accept personal and/or commercial deposits, loan payments, cashing checks, processing checking and saving withdrawals.
- Record night and mail deposits.
- Provide products including Personal Money Orders, Cashier’s Checks and Bank Drafts.
- Process credit card/unemployment card cash advances.
- Prepare currency transaction reports and perform other BSA-related responsibilites.
- Maintain an adequate cash drawer at all times; this includes buying and selling currency from the vault as necessary.
- Balance cash drawer in accordance with State Bank procedures and regulations.
- Answer customer inquiries and refer customers to the proper service area for issues that cannot be resolved at the teller line.
- Assist customers in accessing safe deposit boxes.
- Complete special requests such as closing accounts, taking check orders, providing special account statements, performing customers requested research.
- Assist customers with access to their online banking accounts.
- Balance the ATM when duty is assigned.
- Promote the bank’s products and services.
- Answer phones in a timely manner.
- Run work through the Carlar machine.
- Know when and what type of holds need to be applied (notify full time CRS to pull form), be able to explain hold to customer.
- Prepare stop payments to checks/EFTs.
- Sell state license plate renewal stickers.
- Prepare teller area, through light cleaning and stocking
- Maintain the highest level of confidentiality with all information obtained.
- Complies with bank operations and security procedures by participating in dual-control functions.
- Represents State Bank in a manner that maintains and expands positive relations with all customers, potential customers, and co-workers.
- Follow BSA policies and procedures as applicable to job functions.
- May perform other duties as assigned.
Job Qualifications
- High School Diploma or GED.
- Previous teller experience preferred but not required.
- Demonstrated analytical, decision-making, and effective problem solving skills.
- Must be competent in the use of personal computer systems, internet applications and electronic mail, and various windows based software applications.
- Honor State Bank philosophies, policies and expectations regarding core values, customer service, human resource policies and code of conduct and ethics.
- Demonstrate acceptable personal financial responsibility.
Physical Requirements
- Reading and computer use is expected more than 50% of the time. Receiving detailed information verbally, in person and by telephone is essential.
- Physical and mental ability to perform the essential functions of the job as listed.
- Able to regularly stand or sit for prolonged periods of time.
- Able to verbally communicate effectively with others.
- Regular attendance is necessary and essential to this position.
This position will have no direct supervisory duties. This position reports directly to the Branch Manager.