Commercial Banking - Customer Service Specialist/Bank Teller

About the role

This position is fully in-person. The Customer Service Specialist provides superior service and support to the Bank’s commercial and consumer customers and assists with the application process for auxiliary treasury service products, such as ACH, RDC, MDC, Wire Transfers, Positive Pay (check and ACH), and Bill Pay. The role involves coordination and collaboration with the service team to ensure customer phone calls, emails, and in-person requests are processed in a timely manner.

Responsibilities

• Perform assigned duties in accordance with the Bank’s Mission, Vision, and Core Values; provide timely, responsive, and exceptional customer service in line with the Bank’s standards.
• Complete treasury management applications, forms, and agreements for customers and the internal production team to facilitate depository services for business customers.
• Work with the Commercial Banking Support team to ensure customers are well taken care of.
• Understand requirements for opening complex to simple business entity deposit accounts, including HOAs, escrow, or other specialized accounts; ensure complete and accurate CIP, CDD, and EDD information.
• Understand requirements for opening consumer personal new accounts, ensuring CIP and CDD are complete and accurate.
• Assist retail online banking customers with troubleshooting, service setup, or account unlocking.
• Process financial transactions in accordance with established policies and procedures, including scrutinizing checks, cash, and customer identification for authenticity to prevent fraud.
• Handle expanded functions such as customer transaction processing: deposits, withdrawals, stop payments, preparation of official checks, processing service tickets for temporary transaction speed increases, and accepting loan payments, while adhering to risk management and best practices.
• Maintain thorough knowledge of bank policies and procedures, staying updated on changes.
• Provide timely and responsive customer service.

Qualifications

• Required: Bachelor’s degree or a minimum of 1 year of customer service experience.
• Preferred:
  • Time management, problem-solving, and project management skills.
  • Basic math skills.
  • Knowledge of treasury services products and services.
  • Familiarity with deposit policies and procedures.
  • Strong computer skills, including Windows-based software, word processing, spreadsheets, internet usage, email, and bank software.
  • Commercial online banking knowledge or experience.
  • Exceptional customer service experience.
  • Strong oral and written communication and interpersonal skills aligned with the Bank’s customer-centric philosophy.
  • Ability to organize and prioritize tasks independently under varying conditions and constraints with minimal guidance.