Customer Service Representative

Customer Service Representative

Watertown Savings Bank - Main Office

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, AFT’s, sweeps.
• Performs other related duties as required or directed

NON-ESSENTIAL DUTIES: Significant tasks that are performed weekly, monthly, quarterly, or annually.

• 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

REPORTS: The following is a list of reports that are either reviewed or generated for this position.

Report Name Reviewed Generated Distributed To Frequency

HSA Reports X Daily

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.

A major function of the CSR is to answer the incoming telephone calls. Customer questions are answered by looking up the information on the computer system.

Annual Salary:

$45,000.00 to $55,000.00

Based On Experience

Physical Demands: Position requires sedentary to light physical demands. Employee may exert up to 20 lbs of force occasionally, and/or up to 10 lbs. of force frequently and/or a negligible amount of force constantly to move objects. Daily movement includes, but is not limited to holding, grasping, turning or otherwise working with hand or hands.

Disclaimer:

• The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor are they intended to ban an all-inclusive list of the skills and abilities required to do the job.
• Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time.
• The duties and responsibilities in this job description may be subject to change at any time due to reasonable accommodation or other reasons.
• This document does not create any employment contract, implied or otherwise, other than an “at will” employment relationship.