Customer Service Representative
The Bank of New Glarus · Monroe, WI · 3 wk ago
On-siteOTHRFull-time
About the role
This position is responsible for performing various paying and receiving functions within the Bank and for servicing all deposit customers with attention being paid to the accuracy and details of the job. The individual will be accountable for their assigned cash drawer and for protecting the Bank against loss. In addition, CSRs will provide general administrative support to team members such as routine filing, maintaining branch supplies, and ensuring customer information is up to date on the Bank's core system. CSRs must have a solid understanding of the Bank's core system which includes, but is not limited to, UFS Premier and Integrated Teller System.
Responsibilities
- Maintain a teller cash drawer.
- Handle daily teller transactions and scanning through the UFS Navigator and Integrated Teller System
- Process checking and savings deposits and withdrawals, cash checks, loan payments and savings bonds.
- Identify customers, verify signatures, and follow proper check cashing procedures as established by the Bank.
- Prepares necessary disclosures in accordance with the regulatory requirements, including content and timing.
- Helps promote a culture of regulatory compliance and safe and sound financial practices.
- Knows and strictly follows all security, compliance, regulatory, internal control procedures, policies, and laws.
- Be aware of and support the Bank's efforts in meeting the Community Reinvestment Act (CRA).
- Process night deposit bags and bank-by-mail deposits under dual control.
- Meet all educational criteria for the Bank Secrecy Act (BSA) regarding cash deposits or withdrawals in excess of $10,000.00.
- Assist in opening and closing the branch and vault daily; assist in balancing vault currency and coin; balance and maintain currency in ATM.
- Responsible for answering the telephone during designated working hours.