Customer Service Representative

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

Summary of Position 
Security Bank is looking for a hardworking, amicable, and detail-oriented individual to join our team as a Customer Service Representative (CSR). This position operates in a professional office environment and reports directly to the Assistant Branch Manager. As a CSR, you are expected to provide prompt and courteous service to external and internal clients. You would serve as the front-line contact with clientele, providing a variety of banking services and above-average levels of customer service, including referrals for additional products and services. CSRs are expected to maintain confidentiality of Bank's customers and processes while adhering to Information Security standards. 



 
Essential Functions 
Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.  



 

• Transacts deposits, withdrawals, transfers, and posts loan payments. 
• Issues negotiable items and other front-line products/services. 
• Balances cash drawer and transactions daily. 
• Performs Teller Capture. 
• Assists clients with their financial needs and makes referrals to meet them. 
• Performs security and compliance procedures for the branch. 
• Assists clients with access to safe deposit boxes. 
• Files and maintains signature cards 
• Balances and maintains ATM terminal 
• Performs basic file maintenance for clients.

Critical Drivers and Accountabilities 
Maintains full regulatory compliance with applicable rules and regulations in addition to internal policies. Ability to identify potential money laundering, terrorist financing, bank secrecy act, identity theft, and elderly abuse red flags. Ability to confidently work with clients in the pursuit of sales prospecting; ability to interact respectfully with internal and external customers in person and on the telephone and email; ability to be flexible with changing duties daily and a meticulous sense of detail for accuracy and efficiency.



 
Education, Experience, and Skills 
Required:  
High school diploma or equivalent; practical experience with basic hardware and software. 
Preferred:  
One year teller experience, including sales and referrals and cash handling. 



 
Physical Requirements 
Ability to sit and read a computer screen for extended periods of time or stand for extended periods of time. Ability to perform repetitive motion with wrists, hands, and/or fingers and otherwise perform the essential functions of the position. While performing these duties, the employee is regularly required to speak and hear. Mobility to move throughout the branch. Ability to lift up to 50 pounds.



 
Core Values  

• Community Commitment: Foster growth and well-being by partnering with individuals, organizations, and initiatives that strengthen our communities.
• Accountability: Strive to do the right thing by taking responsibility for our decisions and actions.
• Customer-Focused: Prioritize responsive and personalized service that builds strong relationships with customers.
• Teamwork: Empower a diverse and unified team to collectively accomplish our vision and mission.
• Results Driven: Achieve the highest level of performance. 

Other Duties 
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.