Customer Service Representative

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, identifying customers’ needs, and recommending bank products/services to meet those needs.

  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
• Act as liaison between customers, management, and other departments within the Bank
• Provide exceptional customer service
• Answer phone calls and respond to questions, resolve problems, and needs in a friendly, accurate and timely manner or direct call to appropriate person
• Wire input & verification
• Support other branches as needed 

  Required Education and Experience

• High School Diploma or equivalent
• At least one year of cash management and customer service experience. 3 years of experience in banking or cash handling and/ or customer service preferred.
• Proficient in Microsoft Office Suite
• Persuasive customer service skills
• 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 to achieve a defined objective
• Effective at managing and measuring work
• Maintain confidential information

Work Environment

Based in Philadelphia, NY branch.

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.

What We Offer

• $16 - $18 per hour, depending on experience 
• Medical, Dental & Vision group insurance from Day 1 (including a plan that is free for single coverage)
• 11 Paid Holidays & 3 weeks of PTO annually from Day 1
• 401k company match - 65% of employees 6% contributions 
• Company paid Life Insurance (up to 3 times of annual pay) and Long Term Disability Insurance 
• Supported continued education and certification