What are the responsibilities and job description for the Main Office Customer Service Representative position at Isabella Bank?
Position Title: Branch Customer Service Representative
Reports To: Senior Branch Manager
General Purpose:
Opens new saving and checking accounts, CDs, IRAs, processes loans, and provides assistance to loan officers and Branch Manager or Branch Supervisor as needed.
Responsibilities:
- Assists customers, in person or via phone, with aspects of opening and maintaining checking accounts, savings accounts, CDs, IRAs and provides other customer services as needed.
- Expected to serve on teller line as needed.
- Cross-markets financial institution products and services as appropriate.
- May assemble and verify accuracy of loan documents. Checks documents for proper vesting, legal descriptions, closing dates and signatures.
- May assist in processing mortgage and installment loans by inputting necessary customer information and ensuring that loan files contain documents with proper signature, dates and other relevant data.
- Provides administrative assistance to the Branch Manager or Branch Supervisor.
- Travel to other branches to assist with staffing may be required.
- Teller duties as needed.
- Other duties as assigned.
Qualifications:
Education/Experience
- High School Diploma required
- Two Years banking experience preferred
- Experience opening new accounts preferred
- Loan documentation experience preferred
Skills
- Strong computer skills
- Strong verbal and written communication skills
- Good mathematical skills
- Enthusiastic, positive, outgoing personality
- Ability to work well in a group or independently
- Ability to multi-task in a fast-paced environment
Isabella Bank is an AA/EEO employer.
