Customer Service Representative - Float

Position Function

The position is responsible for providing outstanding customer service while accurately and efficiently processing bank transactions, opening new accounts and assisting with customer financial needs in a friendly and professional manner.

Schedule

This position is Monday to Friday.  Candidate will rotate between the Monticello, Remington, and Wolcott offices as needed to assist with staffing needs.  

Role and Responsibilities

• Provide outstanding customer service while performing various banking transactions including cashing checks; process deposit and withdrawal transactions; accept loan, property tax and miscellaneous payments; accept stop payments, transaction disputes, etc.


• Balance cash and daily transactions of assigned cash line, vault and ATM.


• Process and verify check orders.


• Update customer account information as requested.


• Assist with opening and closing procedures of bank office.


• Open all bank offered deposit accounts while ensuring proper documentation is obtained.


• Understand and ensure compliance of regulations and related reporting requirements, including but not limited to, BSA, OFAC, & CIP.


• Maintain various banking logs.


• Ensure compliance with all Bank policies and procedures as well as state, federal and banking regulatory laws.


• Set an example of high ethical behavior, integrity and professional conduct to all employees, customers and communities.


• Maintain working knowledge of the Branch Capture System.


• Ability to provide customer support for online banking and debit card products.


• Understand fraud awareness risk and comply with security controls.


• Other operational duties as assigned.

Qualifications, Education Requirements and Preferred Skills

• High School Diploma or GED.


• One to two years of previous customer service and cash handling experience.


• Strong listening, interpersonal, written and verbal skills.


• Ability to balance multiple priorities and work well in a team environment.


• Ability to follow company policies, guidelines, and procedures.


• Resourceful, demonstrates problem solving skills, as well as a self-guided learner.


• Ability to educate customers on bank products.


• High degree of accuracy and attention to detail.


• Enjoys working with people and the community.


• Ability to maintain confidentiality using tact and diplomacy.