Customer Service Representative

About the role

A Customer Service Representative (CSR) deepens customer relationships, attracts new customers, and directly services the paying and receiving functions of the bank. This role promotes additional products, assists with various customer services, and supports the bank’s relationship-building efforts.

Responsibilities

• Perform paying and receiving functions, including deposits, withdrawals, cashier’s checks, transfers, and loan payments.
• Provide high-level customer service by answering routine inquiries about transactions, account status, charges, and interest; escalate complex questions to supervisors or appropriate personnel.
• Maintain favorable customer relations through proper handling of collection and disbursement functions.
• Assist customers with debit card inquiries, replacements, and fraud-related questions.
• Process safe deposit box access, including purchases, fees, and adherence to bank procedures.
• Handle incoming mail transactions, open night deposits, and distribute contents for processing.
• Promote bank services by identifying customer needs and referring them to appropriate departments.
• Participate in retail product campaigns and cross-sell bank offerings.
• Balance assigned cash drawer daily, ensure security, and assist in reconciling discrepancies.
• Maintain cash drawer within assigned limits and verify currency for sales.
• Support other bank activities as part of the team.