Customer Service Representative

Objective

To represent WSB in a courteous and professional manner. Assisting all customers promptly and with sound judgment and knowledge of all banking products. Utilizes knowledge and experience in exercising discretion and independent judgment in resolving problems and answering questions.

Essential Functions and Responsibilities

• Consistent and reliable attendance
• Opens all types of new deposit accounts
• Answers all telephone inquiries relating to deposit accounts and account verifications
• Completes address changes, check orders, research requests, ATM/Debit card orders, cancellations and all other card maintenance requests, additions or removals of account holders, set up and reset online banking accounts, stop payments, travelers' checks, VISA gift cards, savings bonds, wire transfers, balancing customer check books, ATM/Debit disputes, telephone transfers, AFTs, sweeps.
• Performs other related duties as required or directed

Non-Essential Duties

• Performs research to obtain copies of checks and statements
• Prepares spreadsheets and checks for lease, security deposits for a customer's account
• File legal documents for deposit accounts
• Reviews the account maintenance report
• Order all Deluxe checking account supplies
• Maintains HSA accounts

Additional Information

The following is additional information or tasks related to this specific job description. Duties of this job are not restricted to the tasks listed in this job description.