First United Bank

First United Bank is seeking a Customer Service Representative to provide exceptional customer service while conducting a variety of banking transactions using well-defined banking procedures.

Responsibilities

• Exhibit exceptional customer service skills and develop productive relationships with team members and customers.
• Open and close all types of accounts.
• Perform various bank transactions such as accepting deposits and loan payments, cashing checks, and processing withdrawals.
• Answer basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations, and consumer privacy policies.
• Suggest products and services that can help customers.
• Address customer inquiries and solve their problems.
• Assist customers in finding relevant and required information.
• Maintain customer relations and satisfaction.
• Cross-sell other products and services.
• Monitor and manage fraudulent practices and risks.
• Uphold regulations and policies to the highest standard.
• Order checks and answer related questions.
• Maintain customer records by updating account information.
• Assist customers with Canadian exchange.
• Process night deposits and mail deposits.
• Report large currency transactions as required by regulation.
• Attend all CSR training and compliance meetings.
• Direct customers to specific areas of the bank for requested services.
• Manage cash drawer: balance currency, coin, and checks; lock cash drawer; report discrepancies to supervisor.
• Follow retention procedures.
• Assist customers with debit card questions, reorders, and account research.
• Complete end-of-day procedures and closing processes.
• Perform additional duties as assigned within the employee’s capabilities.

Core Competencies

• Attention to detail.
• Ability to exercise sound judgment and maintain confidentiality in handling information.
• Adaptability to various customer questions or situations.
• Thorough understanding of banking products and services.
• Effective communication and interaction with the public and coworkers.
• Professional demeanor in appearance, interpersonal relations, work ethic, and attitude.
• Adherence to bank policies and procedures.

Physical Requirements

• Ability to stand for long periods of time.
• Ability to lift bags of coin.

Qualifications

• High school diploma or equivalent.
• At least one year of customer service experience.