What are the responsibilities and job description for the Customer Service Representative position at First United Bank?
JOB DESCRIPTION: Customer Service Representative
DEPARTMENT: Customer Service
REPORTS TO: Personal Banker
SUPERVISES: No direct supervisory responsibilities
JOB SUMMARY: The CSR will provide exceptional customer service while conducting a variety of banking transactions using well defined banking procedures.
DUTIES:
· Exhibits exceptional customer service skills and the ability to develop and maintain productive relationships with team members and customers.
· Open and close all types of accounts.
· Perform various bank transactions such as accepting deposits and loan payments, cashing checks and processing withdrawals.
· Answers basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations, and consumer privacy policies.
· Suggest products and services that can help customers.
· Address customer inquiries and solve their problems.
· Assist customers to help them find relevant and required information.
· Actively work toward maintaining customer relations and satisfaction.
· Cross-sell other products and services.
· Actively be aware of fraudulent practices and manage any risks that may arise.
· Ensure regulations and policies are upheld to the highest standard.
· Order checks and answer related questions.
· Maintain customer records by updating account information.
· Assist customers in Canadian exchange.
· Process night deposits and mail deposits.
· Report large currency transactions as required by regulation.
· Attend all CSR training meetings and Compliance meetings.
· Direct customers to specific areas of the bank to receive the service they request.
· Accountable for cash drawer; locking cash drawer; balancing currency, coin, and checks in cash drawer at end of shift; and reporting any discrepancies to supervisor.
· Responsible for following retention procedures.
· Assist customers with debit card related questions, reorders, and account research.
· Completing end of day procedures and closing processes.
· Additional duties may be assigned from time to time which are deemed to be within the employee’s capabilities.
CORE RESPONSIBILITIES:
· Attention to detail.
· Ability to exercise sound judgment and to observe the highest degree of confidentiality in the handling of information.
· Ability to adapt to different various questions or situations that may present themselves.
· Thorough understanding of banking products and services.
· Ability to communicate and interact effectively with the public and co-workers.
· Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
· Ability to adhere to Bank Policies and Procedures.
PHYSICAL REQUIREMENTS:
- Ability to stand for long periods of time.
- Ability to lift bags of coin.
EDUCATION & EXPERIENCE:
· High School diploma or equivalent.
· At least one year of customer service experience.
Job Type: Full-time
Pay: From $16.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Referral program
- Vision insurance
Shift:
- Day shift
Ability to Relocate:
- Fargo, ND 58104: Relocate before starting work (Required)
Work Location: In person
Salary : $16