Customer Service Representative at Flat Branch Bank

Columbia, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

19 May, 26

Salary

0.0

Posted On

18 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Transaction Processing, Account Opening, Compliance, Risk Oversight, Customer Service, Cash Handling, Wire Transfers, ACH Processing, Account Maintenance, Digital Services Setup, BSA/AML, Problem-Solving, Attention To Detail, Mentoring, Leadership, Cross-Selling

Industry

Financial Services

Description

Description Basic Information The Customer Service Representative is an experienced banking professional responsible for handling complex customer transactions, opening and servicing consumer and business accounts, resolving escalated issues, and supporting branch operational excellence. This role serves as a senior resource for CSRs and tellers while maintaining strong compliance and customer service standards. Essential Duties & Responsibilities Advanced Transaction Processing Process high-volume and complex transactions Approving transactions within assigned authority limits Handle large cash transactions and verify teller drawers Assist with vault balancing and dual control procedures Support wire transfers and ACH processing (as assigned) Advanced Account Opening & Maintenance Open and maintain consumer and business deposit accounts Handle complex account titling (trusts, estates, LLCs, POAs) Review documentation for accuracy and compliance Process account closures, CD renewals, and maintenance changes Assist customers with online banking and digital services setup Compliance & Risk Oversight Ensure adherence to BSA/AML, OFAC, Reg E, Reg CC, and internal policies Identify and escalate suspicious activity Maintain audit-ready documentation Serve as a compliance example for staff Assist with internal audits and documentation review Sales & Relationship Development Identify customer needs and recommend appropriate products Cross-selling deposit and digital banking services Support branch deposit growth goals Assist in coaching CSR I staff on referral opportunities Leadership & Support Serve as backup supervisor when assigned Assist with training new CSRs and tellers Provide procedural guidance to branch staff Support branch operations in absence of manager Help maintain workflow efficiency and daily operational controls Requirements Qualifications & Skills: High school diploma or equivalent required 2+ years banking experience preferred Prior experience opening accounts required Strong understanding of deposit products Knowledge of business account documentation Strong problem-solving skills Ability to handle confidential and sensitive information High level of accuracy and attention to detail Leadership and mentoring abilities

Responsibilities

This experienced banking professional handles complex customer transactions, opens and services consumer and business accounts, and resolves escalated issues while supporting branch operational excellence. The role also serves as a senior resource for other CSRs and tellers, ensuring strong compliance and customer service standards are maintained.