Customer Service Representative
About the role
Join our team! 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!
If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work for 10 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm.
Responsibilities
- Greet clients in person or by telephone and appropriately assist them either personally or by referral to another team member.
- Responsible for cash drawer and vault operations, ATM and cash recycler operations, and daily proof and cash balancing.
- Consistently refers customers when appropriate sales opportunities present themselves and meets referral goals.
- Adhere to the Core Values of 1st Security Bank and demonstrate dependability and reliability in all aspects of the position.
- Understand and adhere to the Bank’s Customer Service Protocols when greeting, meeting and interacting with customers.
- Follow cash handling procedures and be effective and proficient in counting cash and making deposits for customers.
- Take ownership of the customer experience by being present and willing to help.
- Help achieve monthly branch goals and achieve referral goals to add value to our customers or prospective customers.
- Participate in customer calls for such tasks as CD maturity notifications, birthday greetings, marketing or call campaigns or other lists provided by management.
- Be fully knowledgeable and skilled in the areas of teller, vault, and safe deposit.
- Process monetary transactions and balance cashbox daily.
- Receive and process name and address changes and other account maintenance, as necessary.
- Research and resolve customer complaints when necessary and assist other employees and departments whenever possible.
- Know the features and benefits of 1st Security’s products and services.
- Be able to multi-task and prioritize.
- Participate in branch operational and audit activities as assigned.
- Follow appropriate steps to ensure branch security.
- Adhere to 1st Security Bank policies and procedures.
- Support management decisions and goals in a positive, professional manner and represent the bank with a high level of integrity.
- Travel to assigned 1st Security Bank locations as business needs require.
Requirements
- High school diploma or equivalent and at least one year experience within a financial institution.
- Requires a basic knowledge of all applicable regulations that pertain to this position.
- Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures and related programs.
- Must be bondable.
Skills
- Proficient in Microsoft Office Products and other Database software.
Physical demands and work environment
- The employee will operate in a general office environment, using office equipment such as a phone, computer, adding machine and currency/coin counters.
- The employee must be able to stand for extended periods of time and bend, reach and squat occasionally when accessing safety deposit boxes, storage or supplies.
- As part of the daily work demands, occasional lifting and moving of objects up to 25 pounds is required.
- The noise level in the work environment is usually quiet to moderate, as compared to a private office, with light foot traffic and office equipment.
- The employee must be willing and able to interact frequently with the general public.
Benefits and perks
- Full medical, dental, and vision coverage for individual or family plan.
- Life insurance.
- Long- and short-term disability insurance.
- 401K matching program.
- Paid sick and vacation time.
Pay
Salary Range: $20.00 to $23.00 per hour