What are the responsibilities and job description for the Customer Service Representative position at The Peoples Community Bank?
CUSTOMER SERVICE REPRESENTATIVE
Department: Operations
Reports To: Location Manager
Summary: Performs customer services. Responsible for the development of new business relationships and maintaining existing relationships. Answers questions on all services the financial institution provides, and recognizes selling and referral opportunities.
This position is a 32-40 hour per week position which qualifies for full time benefits including Paid Time Off, Sick Time, and Health Insurance. Hours will be completed at the Richland Center location. This position is on a rotation for two Saturdays per month (9:00 to 12:00).
Major Duties & Responsibilities:
- Proactively prospect for new business.
- Actively refers loan, trust, insurance, and brokerage services to appropriate financial institution specialists.
- Assists supervisor in establishing objectives and plans for location.
- Participates in sales, service and product training meetings.
- Represents the financial institution in community affairs and civic organizations.
- Processes deposits, withdrawals, transfers and loan payments.
- Sells cashier’s checks and money orders.
- Cross sells banking products and services
- Assists customers with account maintenance.
- Assists customers in the safe deposit box area to access a box.
- Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records.
- Cashes checks and processes withdrawals; pays out money after verification of signatures and customer balances.
- Promotes and explains other financial institution services such as consumer and mortgage loans, IRAs, certificates of deposit, safe deposit/leased boxes, and money orders.
- Receives mortgage, consumer loan and other payments and ensures the payments match balances due. Generates customer receipts.
- Places holds on accounts for uncollected funds.
- Counts, checks and packages coin and currency.
- Is responsible for checking night depository bags and recording proper information on the financial institution’s forms.
Education & Experience:
- High school diploma or equivalent.
- Successful completion of in-house training program or other approved training program.
- Excellent sales, interpersonal and communication skills.
- Good understanding of financial products and services.
- Above average computer and keyboard skills.
- Good organizational skills.
- Must fill & sign an application to be considered for the position
Job Type: Full-time
Expected hours: 32 – 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Vision insurance
Physical Setting:
- Office
Schedule:
- Day shift
- Monday to Friday
- Weekends as needed
Application Question(s):
- Would you be able to work at least two Saturdays per month from 9:00 to 12:00?
Ability to Relocate:
- Richland Center, WI 53581: Relocate before starting work (Required)
Work Location: In person
Salary : $23,800 - $30,100