Customer Service Representative - Team Member @ Main Bank
Job description
Job Description
Summary/Objective
The employee responds to customer inquiries via telephone and face-to-face meetings. They shall receive and pay out money, as well as accurately keeps a record of money and negotiable instruments involved in a financial institution’s various transactions. They shall also meet the needs of customers by providing quality service.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Maintain cash drawer with strict attention to bank balancing policy.
- Accept cash and checks for deposits, cash checks, receive and verify loan payments, process withdrawals, and many other various monetary duties.
- Perform specialized tasks such as preparing cashier’s checks, gift cards, re-pin debit cards, and cross-selling banking products.
- Adheres to all internal controls and established policies and procedures.
- Assist customers with routine account-related requests such as: funds transfers, automatic funds transfers, stop payments, inquiries about bank deposit products and service charges, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, and check verification requests by third parties.
- Research and resolve customer problems, acting as the customer liaison between other bank departments and/or other financial institutions when necessary.
- Facilitate the opening and closing of accounts as well as cross-selling bank products and services based on customer needs in accordance with the bank's program standards
- Perform customer-requested research, including printing statements and checking copies.
- Assist customers with debit card disputes, stop payments, order and replace debit cards, and balance checkbooks.
- Contact customers to obtain necessary signatures on items with missing or irregular signatures
Competencies
- Customer/Client Focus.
- Personal Effectiveness/Credibility
- Problem Solving/Analysis.
- Communication/Teamwork.
- Initiative.
- Stress Management/Composure.
- Organizational Skills.
- Technical Capacity.
Job Type: Full-time
Pay: From $12.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Vision insurance
Shift:
- 8 hour shift
- Day shift
Weekly day range:
- Monday to Friday
Experience:
- Customer Support & Client Services Occupations: 1 year (Preferred)
- Banking: 1 year (Preferred)
Work Location: One location
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