Demo

Customer Service Representative

First Bank
Waverly, IA Full Time
POSTED ON 1/31/2025
AVAILABLE BEFORE 7/30/2029

Are you a people person with great attention to detail? Then becoming a Customer Service Representative would be perfect for you! As a Customer Service Representative with First Bank, you will provide excellent service to our customers while accurately completing bank transactions and offering value added services to our customers. You will also open new accounts for customers and assist in addressing customer questions. Duties include:

Customer Service:

  • Process monetary transactions for customers, such as cashing monetary instruments, making deposits, withdrawals, and payments for mortgages, consumer loans, etc.
  • Create money orders, official checks, etc.
  • Scan transactions into system for processing
  • Provide timely, courteous and professional customer service to all customers
  • Build relationships with customers to better understand their banking needs
  • Assist customers with resolution of account concerns and issues
  • Promptly and cheerfully answer phone calls and greet in a professional manner.

Cash Handling:

  • Accurately process transactions evidenced by balancing daily
  • Ensure assigned cash drawer is kept secure at all times
  • Keep cash drawer within assigned drawer limits
  • Balance ATM, vault, etc. as assigned

Referrals:

  • Responsible for having at minimum a general understanding of all products the bank offers and presenting bank products as solutions to customers
  • Support the overall sales effort by referring customer to others within the bank for financial solutions
  • Participate in retail product campaigns the bank initiates

Accounts:

  • Open new accounts or close accounts for customers
  • Complete and submit maintenance requests on behalf of customer
  • Answer customer questions knowledgeably or take initiative to seek out answers on behalf of the customer

Other:

  • Work as one collective bank team and assist in other departments as needed
  • Understand and comply with the related laws and compliance regulations that pertain to the position including but not limited to bank secrecy act, confidentiality, privacy, and funds availability policy
  • Complete training as needed or required
  • Other duties as assigned

To best fit the position you must be able to communicate effectively, interact with others in a welcoming and professional manner, and keep private information confidential. Basic computer skills, high school diploma or equivalent and 1 year of customer service experience are required.

This is a full-time position with benefits. Hours of availability needed are Monday - Thursday 8am-4pm, Fridays 8am - 5pm and some Saturdays 8:15am-noon.

Explore this opportunity today, apply online.

EOE, including disability/vets

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