Job Description

SUMMARY/OBJECTIVE

The Customer Service Representative (CSR) is responsible for providing exceptional customer service, including sales and service functions, and making qualified referrals in a fast-paced, process-driven team environment. The CSR establishes relationships with customers and provides services that help customers achieve their financial dreams.

REQUIRED EDUCATION, EXPERIENCE, AND SKILLS

• High School graduate or GED.
• Working knowledge of computer software.
• High energy with strong interpersonal, oral and written communication skills.
• Works well in a team environment.

PREFERRED EDUCATION AND EXPERIENCE

• Customer service, cash handling or sales experience.

ESSENTIAL FUNCTIONS

• Accurately processes transactions including deposits, night drop deposits, withdrawals, transfers, loan payments, official checks, money orders and credit card advances.
• Adheres to the bank’s Vision, Core Competencies and Moments of Truth while listening for referral opportunities and referring customers to the appropriate areas of the bank.
• Safeguards the bank’s assets by efficiently operating a cash drawer while following the bank’s policies and procedures and adhering to the Bank Operations Manual.
• Assists with any other duties assigned which may include maintaining the vault or ATM, and preparing daily reports.
• Continued education of regulations, policies, procedures and product knowledge.
  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice