Customer Service Representative

About the role

Provides a complete range of customer services at the financial institution, including opening both business and consumer accounts. Handles a variety of customer transactions in accordance with financial institution policies and procedures. Recognizes referral opportunities to the NDIP department and cross-sells the institution’s products and services.

Responsibilities

• Receives checks and cash for deposit to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records.
• Cashes checks and processes withdrawals.
• Receives mortgage, consumer, and other loan payments.
• Counts coin and currency.
• Balances drawer at end of day.
• Aids in questions or concerns regarding ATM transactions.
• Opens new accounts (e.g., Checking, Savings, Time Deposits, IRAs).
• Redeems Savings Bonds and matured Time Certificates.
• Issues Cashier’s checks.
• Prepares account paperwork, including signature cards, check orders, wire transfers, etc.
• Assists customers with questions and concerns.
• Aids in the cross-selling of financial institution services.
• Attends training as required.
• Performs other duties as assigned.

Requirements

• Attendance is an essential function.