What are the responsibilities and job description for the Customer Service Representative position at Choice Bank?
At Choice Bank, we are committed to providing exceptional customer service and creating long-term relationships with our clients. As a Client Services Specialist, you will play a vital role in achieving this goal by responding to the immediate needs of our clients in a professional and timely manner.
You will be responsible for completing daily routine tasks, processing banking transactions, and following bank procedures regarding safeguarding of bank currency. Additionally, you will maintain a working knowledge of our systems, products, services, policies, and procedures to recommend products or services that benefit our customers.
Responsibilities
- Complete daily routine tasks, including but not limited to, night drop, mail deposits, incoming/outgoing mail, vault balancing, foreign item processing, and end-of-day tasks.
- Process a variety of banking transactions, including check cashing, withdrawals, deposits, loan payments, monetary instruments, credit verifications, and assisting clients in entering safe deposit boxes.
- Follow bank procedures regarding safeguarding of bank currency, including drawer, vault, coin, and dual control responsibilities for vault buys/sells and ATM/armored truck shipments.
- Service and maintain Customer Identification Program (CIP), account data, and/or various customer requests, including address changes, online banking password resets, account closing, stop payments, and debit cards.