What are the responsibilities and job description for the Customer Service Representative position at Summit National Bank?
Overview
This is an in-office position only, located at 307 N Main, Ekalaka MT 59324. Customer Service Representatives are responsible for providing exceptional customer service at all times to all customers, internal and external. Must have permanent US work authorization.
Primary Duties and Responsibilities
· Promote bank products and service to customers and potential customers and answer inquiries regarding all bank products and services.
· Responsible for opening and closing duties at the branch.
· Resolve issues and problems with customer accounts.
· Represent the Bank in a manner that maintains and expands positive relations with all customers, potential customers, community members and co-workers.
· Open and close accounts including checking, savings, money market, IRA, Certificate of Deposit and Safe Deposit Box accounts.
· Maintain absolute confidentiality of all information at all times.
· Identify referral opportunities and make relevant referrals.
· Ensure compliance with all internal controls and established policies and procedures.
· Balance currency, coin, and checks in cash drawers at end of shifts, and calculate daily transactions using computers, calculators, or adding machines.
· Cash checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
· Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
· Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branches or correspondent banks.
· Identify transaction mistakes when debits and credits do not balance.
· Assist customers with all transactions including ordering checks, processing loan payments, foreign deposits, selling and reloading reloadable cards, withdrawals, deposits and ordering debit cards.
· Prepare and verify bank money orders.
· Process transactions such as term deposits, retirement savings plan contributions, change orders, currency orders, coin counting, automated teller transactions, night deposits, and mail deposits.
· Troubleshoot system issues as needed.
· Other duties as assigned.
Physical Demands
The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
· Standing for long periods of time.
· Ability to sit, talk, read, write, use a keyboard and operate office and teller equipment.
· Ability to lift up to 25lbs.
Knowledge, Skills and Abilities
· Excellent Customer Service Skills
· Mathematical Skills
· Service Orientation
· Active Learning Skills
· Reading Comprehension
· Time Management
· Critical Thinking
· Strong Communication Skills
Education and Experience
· High School Diploma or GED Required
· Previous Teller or Customer Service Experience Preferred
· General Work Experience is preferred.
Job Types: Full-time, Part-time
Pay: From $17.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Shift:
- Day shift
Work Location: In person
Salary : $17