What are the responsibilities and job description for the Customer Service Representative position at First Option Bank?
Job Description
This role involves providing exceptional customer service in a fast-paced banking environment. Key responsibilities include greeting and directing customers, explaining various services/products available, and maintaining confidentiality of customer accounts.
Key Responsibilities
- Greet and direct customers in person and on the phone.
- Explain various services/products available and assist customers in selecting these services/products which best meet their needs.
- Maintain confidentiality of customer accounts.
- Routinely check internal bank email and other bank communications, responding to communications in a time frame appropriate to the communication received.
- Clean and maintain work area with necessary supplies.
Teller Duties
- Accepts and processes transactions for deposit and loan accounts.
- Process money orders, cashier's checks, and other bank services.
- Complete change orders.
- Processes credit card cash advances.
- Ensure accuracy of work by reviewing work for possible errors or encoding necessary prior to scanning.
- Scanning of teller work for processing.
- Use Image Center to review/research proof items for corrections when necessary.
- Perform service requirements to the ATM.
- Under dual control process night deposit, drop off and mail-in deposits.
- Responds to customers' inquiries, by phone or in person, as appropriate.
- Balance and maintains proper cash level in drawers, keeps cash secure, and maintains a high level of safety and security for the bank.
- Provide cleaning and maintenance to teller equipment such as coin counter, scanner, etc. on a regular basis.
- Assist with managing/answering phone calls.
