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