What are the responsibilities and job description for the CSR - Full Time - Pardeeville/Poynette position at BANK FIRST?
Job Details
Job Location: Bank First Poynette - Poynette, WI
Salary Range: Undisclosed
Description
Bank First was recently named to the Top 100 Banks to work for in the Country! Come see why!
POSITION SUMMARY:
The Customer Service Representative (CSR) is responsible for building customer relationships by identifying needs and recommending appropriate products or services. CSR’s open and maintain all deposit accounts, process teller transactions, display a high level of professionalism and deliver exceptional customer service.
RESPONSIBILITIES:
- Provide exceptional customer service
- Follow established Customer Identification Policy to properly identify customers
- Adhere to all rules and regulations
- Open new deposit accounts (DDA, SAV, COD, IRA, HSA) and provide proper disclosures following bank and federal guidelines
- Update customer information as needed (name, address, phone, email, etc)
- Process teller transactions accurately and efficiently
- Accurately balance cash drawer
- Continually develop product knowledge
- Assist customers with unauthorized entries/fraud
- Perform customer research
- Order new or replacement debit cards
- Support all aspects of Safe Deposit Boxes (open, close, maintain, entry)
- Prepare documents for wire transfers
- May also perform other duties including notary services, balancing the ATM, processing overdrafts
#INDBF
Qualifications
COMPETENCIES:
- Honesty, Integrity and Ethics – honesty and integrity is the ability to act in a fair and just manner, free from deception; ethics is the ability to be guided by the company’s accepted principles of moral conduct
- Accountability – the extend to which an individual is willing to accept responsibility
- Adaptability – the extent to which an individual can fit into a changing working environment.
- Decision Making – the ability to select an effective course of action while controlling resources and expenditures
- Interpersonal / Customer Oriented – the ability to develop and maintain relationships with others. The desire to serve both external and internal clients by focusing effort on meeting the client’s needs, understanding their concerns and seeking to build trust
- Relationship building- this looks at the ability of the individual to establish and maintain a good rapport and cooperative relationship with customers and co-workers.
- Priority Setting- Determines the interrelationships and relative importance of tasks and takes action accordingly
- Detail Oriented- Detail orientation looks at the ability of the individual to pay meticulous attention to all aspects of a situation or task, no matter how small or seemingly unimportant.
- Accuracy- Accuracy looks at the extent to which an individual’s work is correct and error free within company policies and guidelines. This competency asks the question
- Consulting- Gives expert advice; is a knowledgeable resource. Works collaboratively to develop possible solutions. Analyze information, and/or to solve problems
- Sales ability- this looks at whether an individual can use appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients.
Skills/Knowledge/Abilities:
- High School Diploma or equivalent
- Customer service experience
- Cash handling experience
- Teller experience preferred
- Strong communication skills
- Strong interpersonal skills
- Proficient computer skills (Microsoft Word and Excel)
- Excellent organizational skills
This job description does not constitute an exhaustive list of responsibilities and management may revise at any time
