Customer Service Representative Intern
1st Security Bank · Port Townsend, WA · 2 mo ago
Customer ServiceVolunteer
Position Summary
Responsible for first line branch customer service by greeting clients (in person or by telephone) and appropriately assisting them either personally or by referral to another team member. Responsible for cash drawer and vault operations, ATM and cash recycler operations, and daily proof and cash balancing. Consistently refers customers when appropriate sales opportunities present themselves and meets referral goals.
Essential Duties and Responsibilities
- Must adhere to the Core Values of 1st Security Bank and demonstrate dependability and reliability in all aspects of the position
- Must understand and adhere to the Bank's Customer Service Protocols when greeting, meeting and interacting with customers
- Must follow cash handling procedures and be effective and proficient in counting cash and making deposits for customers
- Takes ownership of the customer experience by being present and willing to help
- Helps achieve monthly branch goals and achieves referral goals to add value to our customers or prospective customers
- Participates in customer calls for such tasks as CD maturity notifications, birthday greetings, marketing or call campaigns or other lists provided by management.
- Required to be fully knowledgeable and skilled in the following areas: