Customer Service Specialist
Security First Bank
Customer Service Representative/Teller
Position Type: Full-time Job Shift: Day Education Level: High School Travel Percentage: None Category: Customer Service
Description
The Customer Service Representative is an essential, customer-facing role responsible for assisting customers and potential customers with their everyday banking needs. This includes processing financial transactions, opening new accounts, answering questions, and providing guidance on bank products and services. The position requires strong customer service skills, attention to detail, and the ability to work with confidential information in a professional manner.
At Security First Bank and Security First Insurance, we've been helping individuals, families, businesses, and agricultural operations succeed since 1898. As a locally owned financial services organization, we're committed to building lasting relationships, serving our communities, and investing in our employees.
When you join our team, you'll become part of an organization that values integrity, teamwork, professional growth, and make a positive impact every day.
Key Responsibilities
- Process customer financial transactions, including deposits, withdrawals, loan payments, transfers, ACH, and wire requests.
- Maintain accurate customer records by posting transactions, completing account maintenance, and opening new accounts.
- Provide customer support in person and by phone, assisting with inquiries, problem resolution, and online banking questions.
- Balance cash drawer and reconcile daily work to ensure accuracy.
- Research transaction discrepancies or missing items as needed.
- Review reports to ensure compliance with bank policies and regulatory requirements.
- Promote bank products and make referrals to appropriate departments.
- Maintain strict confidentiality and perform additional duties as assigned.
Qualifications
Qualifications and Experience
- High School Diploma or GED required.
- One to twelve months of cash-handling or customer service experience preferred.
- Basic understanding of accounting procedures.
- Familiarity with office equipment and standard computer applications.
- Strong customer service skills and a genuine interest in working with the public.
- Ability to work with sensitive information and maintain confidentiality.
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