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Royal Bank
Elroy, WI | Full Time
$32k-39k (estimate)
1 Week Ago
Bookkeeping/Customer Service Representative
Royal Bank Elroy, WI
$32k-39k (estimate)
Full Time | Banking 1 Week Ago
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Royal Bank is Hiring a Bookkeeping/Customer Service Representative Near Elroy, WI

Summary: This person is the first to respond to customers’ initial communication, answers their questions or directs to the correct service person. Responsible for performing routine branch and customer services duties to include a full range of teller duties accepting deposits to checking, savings, and club accounts; cashing checks; handles withdrawals; accept payments to loan accounts and other special types of accounts; sells bank and personal money orders, redeem U.S. savings bonds.

Essential Duties: Essential job duties for this position include the following items. Other duties must be performed as assigned or required.

· Drive-through CSR (Monday – Friday with Saturday rotation)

· Balances each day’s cash drawer activity

· Maintain ATM

· Be very knowledgeable in bank policies, procedures and regulations

· Assist with drive through vault controls, orders, sells and buys currency and coin to various tellers including other bank branch locations

· Be knowledgeable with online banking, debit card, printer check orders, and telephone banking services to provide customer assistance.

· Work as a team to achieve maximum customer satisfaction through servicing and building relationships and supporting our referral program

· Wire Transfer operations

  • Verify, Log, and file wire transfer documentation

· Mailing of statement and notices daily, weekly, quarterly

  • Operate mailing, folder- inserter equipment
  • Maintain postage with mailing equipment
  • Deliver regular mail to post office & schedule bulk mail pickup

· Primary accounts payable processor

· Prepare weekly courier transit items (locked bags, totes, containers)

· Supply coordinator for the Elroy office

· Type letters, make phone calls, send emails or faxes as requested.

· Provides a high level of customer service (per the Bank’s Customer Service expectation) to both external and internal customers on a constant and consistent basis

· Phone answering skills are critical for this position. The phone is still the most primary point of contact with customers

o Expectations:

  • When you answer the phone, be warm, enthusiastic, and professional
  • Answer all incoming phone calls before the third ring
  • The way you answer the phone will form your customer’s first impression of Royal Bank
  • Take messages and route calls to the necessary party, branch, or voice mail

· Internal reconciliations

· Assist other bookkeeping staff with rotation of dual control duties to support department operations

Secondary Responsibilities:

· Other duties as assigned or required

Qualifications: To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skills and ability required.

Education: High School diploma

Experience:

· Computer skills and cash handling experience required

· Strong customer service, interpersonal, organizational and problem-solving skills required

· Friendly, enthusiastic attitude required

· Previous phone experience preferred

· Understanding of Excel & Word

Language Skills: Ability to speak, and write in English at the level necessary for the effective accomplishment of essential job duties

Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to

interpret instructions

Equipment used – computer, phone, fax, copier, and calculator

Physical Demands: The physical demands, and approximate time spent engaged in them, are representative of those that must be met by an employee to successfully perform the essential functions of this job.

· Standing – less than 2/3

· Walking – less than 1/3

· Sitting – more than 1/3

· Use of hands to finger, handle or feel – more than 2/3

· Reaching with hands and arms – more than 2/3

· Climbing or balancing – rarely

· Stooping, kneeling, crouching or crawling – rarely

· Talking or hearing – more than 2/3

· Weight lifted/carried – an average of 5 to 20 pounds frequently

· Vision – must have clear vision near and far, with or without corrective measures

· Travel - occasionally

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job.

· Environmental – typical office environment

· Outdoor weather conditions - infrequently

Job Type: Full-time

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off

Physical setting:

  • Office

Schedule:

  • Monday to Friday
  • Weekends as needed

Experience:

  • Customer service: 1 year (Required)

Ability to Commute:

  • Elroy, WI 53929 (Required)

Ability to Relocate:

  • Elroy, WI 53929: Relocate before starting work (Required)

Work Location: In person

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$32k-39k (estimate)

POST DATE

06/15/2024

EXPIRATION DATE

10/12/2024

WEBSITE

royalbank-usa.com

HEADQUARTERS

GAYS MILLS, WI

SIZE

100 - 200

FOUNDED

1989

CEO

RICHARD BUSCH

REVENUE

$10M - $50M

INDUSTRY

Banking

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About Royal Bank

Royal Bank is a community bank, which means your money and decisions about your money stays local. We dream big, find solutions and make things happen. We treat people how we want to be treated, are experts in our field and are passionate about all things local.

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