Customer Service Representative (PT 10am-2pm, M-F)

Job Description

Job Description

About Upstate National Bank

Founded in 1922, “The Upstate National Bank (UNB) is a nationally chartered community bank focused on providing credit and services to meet the needs of small and medium size businesses, entrepreneurs, and professionals, along with our retail consumers within our geographic marketplaces.   We continually strive to provide a safe and secure environment while simultaneously enabling and enhancing community prosperity and growth in the markets we proudly serve.

Our menu of credit, products and services is uniquely tailored to our clientele and evolved out of working closely with our corporate and professional customers to develop products with cost efficient attributes and qualities that address their everyday banking needs.”

We primarily cover Upstate and the North Country in New York State utilizing our offices located in Rochester, Ogdensburg, and Philadelphia NY along with both our skilled people and technology.

Job Summary

The Customer Service Representative is responsible for ensuring the customers of Upstate National Bank receive premier customer service by processing a variety of basic banking service functions.

This is a part time (20 hours a week) position to cover Teller window hours (10am - 2pm).

Essential Functions and Job Responsibilities

• Perform a variety of transactions including, but not limited to: cashing checks, accepting deposits and loan payments, and processing withdrawals
• Process commercial deposits and coin orders
• Balance cash drawer daily
• Balance vault daily

• Cash services (shipments/ order cash for the branch as needed) 

• Provide exceptional customer service. Answer phone calls and respond to questions, resolve problems in a timely manner. 
• Managing incoming & outgoing mail. 
• Troubleshooting customer issues with online banking 
• Wire input & verification 
• Order office supplies for the branches 
• Document scanning to core system 
• Support other branches as needed 
• Other duties as assigned 

  Required Education and Experience

• High School Diploma or equivalent
• At least 3 years of experience working in banking in a Teller, CSR or a similar capacity 
• Familiarity with core systems, Jack Henry preferred 
• Proficient in Microsoft Office Suite
• Strong written and verbal communication skills
• Basic understanding of data analysis and business financial reporting
• Excellent organization and administrative skills. Ability to plan and prioritize based on business needs
• Ability to maintain confidential information

Work Environment

Based in Rochester, NY branch - 150 State St., Rochester NY. 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit while using hands to use a computer or other technologies. The employee frequently is required to see, talk, and hear. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must regularly lift and/or move up to 10 pounds.

EEO Statement 

The Upstate Bank offers equal opportunities to all persons without regard to race, color, religion, age, gender (including pregnancy, childbirth and related medical conditions), disability, national origin, ancestry, citizenship, military or veteran status, marital status, sexual orientation, gender identity or expression, domestic violence victim status, predisposing genetic characteristics or genetic information, or any other status protected by law. We will endeavor to make a reasonable accommodation/modification to the known physical or mental limitations of a qualified applicant with a disability to assist in the hiring process, unless the accommodation would impose an undue hardship on the operation of our business, in accordance with applicable federal state and local law. Applicants who require reasonable accommodation during the application process may contact Human Resources.