Customer Service Representative

POSITION SUMMARY : Provide a variety of efficient and courteous client services. Provide a source of personal banking services including teller and customer services. Refer clients to appropriate individuals for other bank services as necessary.

PRIMARY ACCOUNTABILITIES AND RESPONSIBILITIES: 95%

ACCOUNTABILITY 1: Perform Transactions - 35%

Conduct a variety of banking transactions including, but not limited to deposits, withdrawals, money orders, loan transactions, certificates of deposit and IRA's. Perform services in accordance with bank standards, policies and procedures.

ACCOUNTABILITY 2: Customer Service - 35%

Greet and assist customers as they enter the bank. Answer the phone according to Reliabank standards. Explain services and answer any questions customers may have. Refer customers to other bank personnel when appropriate.

ACCOUNTABILITY 3: New Accounts - 10%

Open new accounts as needed in accordance with bank standards, policies, and procedures. This may include demand deposit accounts, certificates of deposit, safe deposit boxes, IRAs, and/or debit cards.

ACCOUNTABILITY 4: Daily Operations - 10%

Prepare and maintain the bank lobby area for business. Record night and mail deposits. Maintain a balanced cash drawer and assist other CSRs in the rotation of running proof multiple times throughout each day.

ACCOUNTABILITY 3: Sales - 5%

Cross-sell bank products by answering inquiries, informing customers of new services and product promotions, ascertaining customers' needs, and directing customers to appropriate bank personnel.

SECONDARY ACCOUNTABILITIES AND RESPONSIBILITES: 5%

OTHER DUTIES AS ASSIGNED

Requirements

EDUCATION, EXPERIENCE AND OTHER REQUIREMENTS:

EDUCATION:

High School diploma or equivalent required.

EXPERIENCE:

2-3 years of related customer service experience preferred.

OTHER SKILLS & ABILITIES:

Occasional travel to other branches required.

PERFORMANCE MEASURES:

METHODS OF ACCOUNTABILITY:

This position description describes the general nature and level of work performed by the individual assigned to this position and should not be interpreted as all inclusive. It does not state or imply that these are the only duties and responsibilities assigned to the position. The employee may be required to perform other job-related duties. All requirements are subject to change and to possible modification to reasonably accommodate individuals with a disability.

• This position description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the position change.