Job Description
Customer Service Representative

Classification: Non-Exempt

Reports to: Customer Service Representative Supervisor

Summary/Objective

The Customer Service Representative (CSR) is responsible for providing exceptional customer service, including sales and service functions, and making qualified referrals in a fast paced, process driven team environment. The CSR establishes relationships with customers and provides services that help customers achieve their financial dreams.

Essential Functions

1. Accurately processes transactions including deposits, night drop deposits, withdrawals, transfers, loan payments, official checks, money orders and credit card advances.
2. Adheres to the bank’s Vision, Core Competencies and Moments of Truth while listening for referral opportunities and referring customers to the appropriate areas of the bank.
3. Safeguards the bank’s assets by efficiently operating a cash drawer while following the bank’s policies and procedures and adhering to the Bank Operations Manual.
4. Assists with any other duties assigned which may include maintaining the vault or ATM, and preparing daily reports.
5. Continued education of regulations, policies, procedures and product knowledge.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a professional retail branch. This role routinely uses standard office equipment such as computers, phones, photocopiers, teller validators and scanners.

Physical Demands

1. Prolonged periods working at a desk.
2. Must be able to transport up to 30 pounds at a time.
3. May need to stand for long periods of time.
4. Occasional bending, stooping, and stretching.
5. Must be able to assist customers throughout branch.

Position Type/Expected Hours of Work
This is a full-time position. Days and hours vary according to the branch location. May include Saturdays.

Travel
Minimal travel is expected for this position with the exception of float CSRs.

Required Education, Experience, and Skills

1. High School graduate or GED.
2. Working knowledge of computer software.
3. High energy with strong interpersonal, oral and written communication skills.
4. Works well in a team environment.

Preferred Education and Experience

1. Customer service, cash handling or sales experience.

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.