Customer Service Representative

Job Description

Job Description

Description:

The CSR needs to be aware of and greet customers entering the Bank. The CSR provides prompt and efficient service handling transactions, managing a cash drawer, answering inquiries and referring the customer to products and services offered by the Bank. The CSR should be available to work Monday thru Saturday. “Yes, I can!” approach to business.

Requirements:

TASKS:

· Accurately process transactions, check cashing, deposits/withdrawals from checking and savings accounts, payments on commercial, consumer, and mortgage loans.

· Issue Money Orders, Cashier’s checks, and Gift Cards.

· Perform balancing of cash drawer, buying and selling cash to vault.

· Accurately prepare and transmit proof.

· Identify counterfeit money.

· Cash US Savings Bonds.

· Answer phones, filing, maintaining supplies.

· Answer basic customer inquiries regarding interest rates, service charges, account histories, cross-sell products offered by the Bank and refer customers to proper department as needed.

· Follow all Bank policies and procedures.

· Maintain professional, business-like appearance.

· Perform other tasks requested by supervisor related to the Bank and its function.

WORK ACTIVITIES:

· Communicating with Supervisors, Peers, or Subordinates

· Establishing and Maintaining Interpersonal Relationships

· Communicating with Persons Outside Organization

· Processing Information

· Answer telephones to direct calls or provide information.

· Discuss goods or services information with customers.

· Greet customers, patrons, or visitors.

· Operate computers or computerized equipment.

· Respond to customer needs

Process mail transactions.