Customer Service Representative (CSR)

CUSTOMER SERVICE REPRESENTATIVE JOB DESCRIPTION

Essential Functions

• Meet and greet customers.


• Open and process new accounts, including DDA, savings and certificates of deposit.


• Follow procedures prescribed in the Bank's Customer Identification Program.


• Assist customers with online banking needs, such as initial set-up and troubleshooting.


• Cross-sell the Bank's services and products.


• Research and answer customer inquiries; quote products and rates.


• Process customer check orders.


• Assist in answering the telephone and transferring calls to the appropriate personnel.


• Research, verify account information, and resolve problems for customers as necessary.


• Perform safe deposit box services.


• Redeem U.S. savings bonds.


• Process collection items.


• Receive and enter customer wires.


• Assist customers with debit cards: ordering, re-ordering, and reporting as lost/stolen.

Additional Responsibilities

• Participate in initial and periodic training.


• Perform other duties, as assigned.

Required Education, Experience, and Skills

• High school diploma or equivalent preferred.


• One year's banking experience, preferably as CSR.


• Bilingual preferred.


• Understanding responsibilities under the Bank Secrecy Act


• Interpersonal skills to represent the Bank positively with customers and other employees.


• Ability to maintain confidentiality of Bank records and customer transactions.


• Working knowledge of Microsoft Word and Excel.


• This position requires lifting up to 25 lbs.


• Equipment Used

• Computer


• Document scanner


• Ten-key calculator