Position Title: Branch Customer Service Representative

Reports To: Branch Manager

General Purpose:

Opens new saving and checking accounts, CDs, IRAs, processes loans, and provides assistance to loan officers and Branch Manager or Branch Supervisor as needed.

Responsibilities:

• Assists customers, in person or via phone, with aspects of opening and maintaining checking accounts, savings accounts, CDs, IRAs and provides other customer services as needed.


• Expected to serve on teller line as needed.


• Cross-markets financial institution products and services as appropriate.


• May assemble and verify accuracy of loan documents. Checks documents for proper vesting, legal descriptions, closing dates and signatures.


• May assist in processing mortgage and installment loans by inputting necessary customer information and ensuring that loan files contain documents with proper signature, dates and other relevant data.


• Provides administrative assistance to the Branch Manager or Branch Supervisor.


• Travel to other branches to assist with staffing may be required.


• Teller duties as needed.


• Other duties as assigned.

Qualifications:

Education/Experience

• High School Diploma required


• Two Years banking experience preferred


• Experience opening new accounts preferred


• Loan documentation experience preferred

Skills

• Strong computer skills


• Strong verbal and written communication skills


• Good mathematical skills


• Enthusiastic, positive, outgoing personality


• Ability to work well in a group or independently


• Ability to multi-task in a fast-paced environment

Isabella Bank is an AA/EEO employer.