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Jobs · Customer Service · Tennessee

Customer Service Representative

Wilson Bank & Trust · Mount Juliet, TN · 2 wk ago
Customer ServiceFull-time

About the role

The Customer Service Representative performs bank office activities including receiving deposits, processing checks, disbursing funds and verifying the accuracy of transactions. This position identifies and capitalizes on opportunities to refer new banking products and services to the appropriate business partner.

Responsibilities

  • Perform bank office activities to include providing service and support to customers, receiving deposits, processing checks, disbursing funds and verifying the accuracy of transactions
  • Guard against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds
  • Identify fraudulent activity
  • Enter transactions in bank’s recordkeeping system, recording all transactions and producing customer receipt
  • Balance cash drawer at end of shift
  • Maintain a work area that protects all negotiables and confidential records
  • Develop and grow knowledge of new and existing products and services
  • Aid customers with account-related issues or concerns, recognizing when escalation is needed to improve the customer experience
  • Identify and capitalize on opportunities to refer banking products and services to the appropriate business partner
  • Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
  • Attend training as requested
  • Participate in outside community activities as required
  • Perform other duties as assigned

Requirements

  • High School diploma or GED
  • One year of previous customer service experience preferred
  • Ability to serve customers in a courteous and professional manner
  • Ability to build relationships with customers and internal teammates
  • Basic organization and time management skills
  • Develop and maintain working knowledge of Bank products, services, policies, procedures, and systems
  • Effective verbal and written communication skills
  • Effective verbal and written communication skills
  • Effective verbal and written communication skills
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