Full Time CSR

Summary of Duties

Responsible for assisting consumers with existing depository account needs, in addition to following Commercial Bank policies and procedures while providing excellent service to the customers who choose to conduct their banking at Commercial Bank.

Essential Duties and Responsibilities

Included but are not limited to:

• Open new consumer depository accounts.
• Conducts depository and customer changes accurately and efficiently.
• Conducts customer transactions accurately and efficiently.
• Assists in all teller line operations as assigned by the CSR Manager.
• Responsible for completing required BAI training annually.

Other Functions

1. Familiar with and abides by all bank regulations including but not limited to BSA and OFAC.

2. Adhere and comply with all Bank Policies.

3. Other duties as assigned

Job Qualifications & Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

Education/Certification/Licensing:

• High School Diploma/GED required.

Experience:

• Minimum requirement of 1 year banking or related experience with cash handling and customer service experience required.

Other Requirements:

• Good understanding of all Commercial Bank’s depository products and services.
• Ability to multitask.
• Strong organizational skills.
• Excellent written, verbal, interpersonal, and problem-solving skills; ability to communicate effectively and project a professional image.
• This position requires Saturday hours.

Equipment Used

• PC, laser printer, calculator, copy machine, fax machine, DL scanner, check encoder, mobile devices such as iPad and iPhone or similar.

Software Used

• Word, Excel, PowerPoint, Publisher, Adobe Reader, Bankway, Outlook, Horizon XE, FIS Image Centre, BAI Learning & Development and various other financial institution platform systems.

Physical Demands

While performing the duties of this job, the employee is frequently required to work in front of a computer for extended periods of hours; use hands to finger, handle, or feel and talk or hear. Must be able to travel from location to location throughout the office and to other bank offices, clients, and outside meetings. The employee is occasionally required to reach with hands and arms; stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, depth perception and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. In-person work is required, however telework exceptions may be applicable. Regular and prompt attendance is required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job operates in a professional office setting with a low to moderate noise level work environment; and, at times in various other environments of the clients they meet with.