Customer Service Representative- Yankton (Full Time)
CorTrust Bank · Yankton, SD · 2 wk ago
Customer ServiceFull-time
Summary
The Customer Service Representative directly supports our customers and front-line operations by engaging with customers, processing teller transactions, and performing administrative duties.Key areas of responsibility
Customer service:
- Communicate professionally and courteously with internal and external clients and adhere to phone etiquette policies.
- Respond to general inquiries and utilize knowledge of bank areas to properly direct calls and inquiries.
- Acknowledge client needs, recommend products and services, and make referrals to our business partners when possible.
Teller transactions & cash handling:
- Accurately complete general teller transactions such as cash and check deposits, check cashing, credit payments, savings bonds, domestic wire transfers, withdrawals, and more.
- Open new personal deposit accounts, using your knowledge of Bank products and services to help customers choose the best account to fit their needs.
- Demonstrate accurate cash handling and reporting, including balancing drawers and ATMs, filing Currency Transaction Reports (CTRs), and monitoring cash levels.
Administrative & compliance:
- Adhere to all CorTrust policies and handbooks, complete required security and regulatory training, and maintain customer privacy and confidentiality.
- Understand requirements for customer identification procedures to accurately process name changes, manage customer debit cards, add signers, and perform additional customer maintenance functions.
- Process reports, run proof work, and complete general ledger maintenance and reconciliation.
- Other duties as assigned.