What are the responsibilities and job description for the Customer Service Representative position at Union State Bank?
Summary/Objective
This position is responsible for the processing of money transactions accurately and efficiently, assisting with customers with multiple needs, and maintaining camaraderie with co-workers in a fast paced professional environment.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Opens and closes accounts.
2. Processes deposits and issues receipts of deposits.
3. Identifies counterfeit currency, answers basic customer questions.
4. Cashes checks by verifying endorsement and checking proper identification, determining availability of funds based on regulation requirements
5. Answers basic customer questions regarding interest rates, services offered, service charges, and provide account histories while complying with disclosure requirements, regulations and consumer privacy policies.
6. Accept loan payments; verify payments; and issues receipts.
7. Issue personal money orders and cashiers checks
8. Follows all bank policies and procedures
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position requires manual dexterity, the ability to lift files and open filing cabinets. This position requires bending, stooping or standing as necessary.
Travel
No travel is expected for this position.
EEO Statement
The Bank provides equal opportunity to employees and applicants for employment without regard to race, color, national origin, religion, sex, age, disability, Veteran Status, sexual orientation, and any other class provided by federal law or state statute. In order to provide equal employment and advancement opportunities to all individuals, employment decisions will be based on abilities, qualifications, and merit.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Required Education and Experience
1. High School diploma or equivalent
Preferred Education and Experience
1. Associates Degree
2. One or more years of experience
This position is responsible for the processing of money transactions accurately and efficiently, assisting with customers with multiple needs, and maintaining camaraderie with co-workers in a fast paced professional environment.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Opens and closes accounts.
2. Processes deposits and issues receipts of deposits.
3. Identifies counterfeit currency, answers basic customer questions.
4. Cashes checks by verifying endorsement and checking proper identification, determining availability of funds based on regulation requirements
5. Answers basic customer questions regarding interest rates, services offered, service charges, and provide account histories while complying with disclosure requirements, regulations and consumer privacy policies.
6. Accept loan payments; verify payments; and issues receipts.
7. Issue personal money orders and cashiers checks
8. Follows all bank policies and procedures
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position requires manual dexterity, the ability to lift files and open filing cabinets. This position requires bending, stooping or standing as necessary.
Travel
No travel is expected for this position.
EEO Statement
The Bank provides equal opportunity to employees and applicants for employment without regard to race, color, national origin, religion, sex, age, disability, Veteran Status, sexual orientation, and any other class provided by federal law or state statute. In order to provide equal employment and advancement opportunities to all individuals, employment decisions will be based on abilities, qualifications, and merit.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Required Education and Experience
1. High School diploma or equivalent
Preferred Education and Experience
1. Associates Degree
2. One or more years of experience
