Customer Service Representative
Cendera Bank, N.A.
Job Summary :
At Cendera Bank, our Customer Service Representatives do more than handle money; they establish and nurture relationships with our valued customers and staff. We recognize that people trust us to handle their financial transactions with the upmost care and attention to detail. As a Customer Service Rep, you will provide exemplary customer service, assist with training, and offer supervision and coaching of the branch teller staff to ensure the same.
Responsibilities / Essential Functions :
To perform this job successfully, an individual must be able to perform each duty satisfactorily:
- Opening & closing the bank branch, under dual control.
- Ensure education and coordination of appropriate bank policies, procedures, laws and regulations.
- Process customer transactions in a professional, efficient and accurate manner in accordance with federal guidelines and banking policy.
- Receive and disburse cash accurately, maintain a cash drawer and balance it daily.
- Maintain and ensure balancing of all branch assigned cash drawers, vaults, night depository, and ATM’s and reconciling discrepancies as assigned.
- Interact with customers to enhance the overall customer experience efforts of the bank.
- Exercises judgment with minimal supervision.
- Open and maintain consumer and business deposit accounts in accordance with bank policies, procedures, and regulatory requirements, including but not limited to checking, savings, and other deposit products.
- Ensure accurate completion, verification, and retention of all required account documentation, disclosures, and signatures.
- Perform customer identification, due diligence, and verification procedures in compliance with applicable regulations, including CIP, BSA, and AML requirements.
- Educate customers on deposit account features, terms, fees, and related banking services to ensure appropriate product selection and a positive customer experience.
- Keeping a clean, organized work area and a professional appearance.
- Following all bank financial and security regulations and procedures.
Required Qualifications:
- Exceptional time management, communication, and customer service skills.
- At least 1 year of Teller experience, or similar cash handling equivalent
- Ability to pass a background check.
- Basic math and computer skills to include Microsoft Office
- High level of accountability, efficiency, and accuracy.
- Professional appearance and courteous manner.
- High school diploma or equivalent.
- Other duties as assigned.
Other Responsibilities:
- Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
- Must have excellent analysis, observation and decision-making skills.
- Individual should be able to work under high pressure situations and a stressful atmosphere and should remain composed.
- High degree of customer service skills and ability to create a positive impact on both customers & coworkers
- Strong organizational skills; able to manage priorities and workflow
- Ability to work independently and as a team member
- Able to communicate with people at all levels and various backgrounds
- Position can be mentally and physically stressful, requires standing for most of the workday, and requires lifting, carrying, or moving heavy boxes or bags of currency and coin.
AAP/EEO STATEMENT:
This statement of policy reaffirms Cendera Bank’s policy of equal employment opportunity in employment, compensation, training, transfers, promotions and all other aspect of employment regardless of race, color, religion, national origin, age, sex, veteran status, physical or mental handicap/disability and to state that we do carry out this policy at Cendera Bank.
Note - The essential job functions and associated physical and mental requirements contained in this document describe the general nature and level of the work performed by personnel assigned to the job. They are not intended to represent an exhaustive listing or be inclusive of all aspects of the job. The tasks and procedures involved in the performance of the job responsibilities may vary from day-to-day. Major changes in areas of responsibility will requires revision of this job description.
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