Job Description

Job Description

Job Description

CUSTOMER SERVICE REPRESENTATIVE/TELLER JOB DESCRIPTION

Essential CSR Functions

• Meet and greet customers.
• Open and process new accounts, including DDA, savings and certificates of deposit.
• Follow procedures prescribed in the Bank's Customer Identification Program.
• Assist customers with online banking needs, such as initial set-up and troubleshooting.
• Cross-sell the Bank's services and products.
• Research and answer customer inquiries; quote products and rates.
• Process customer check orders.
• Assist in answering the telephone and transferring calls to the appropriate personnel.
• Research and verify account information and resolve problems for customers as necessary.
• Perform safe deposit box services.
• Redeem U.S. savings bonds.
• Process collection items.
• Send customer wires.
• Reset customer access on the Voice Response system.
• Assist customers with calls relating to debit cards: ordering, re-ordering, and reporting as lost/stolen.

Teller Functions

• Accept deposits, verifying cash and endorsements, and issues receipts
• Cash checks.
• Process credit card advances.
• Process night deposit bags.
• Issue bank checks, gift cards.
• Accept loan payments and safe deposit box rental payments.
• Answer customer inquiries and gives balances.
• Balance teller drawer.
• Revise accounts for existing customers.

Additional Responsibilities

• Review deposit file maintenance for accuracy and authenticity.

• Complete logs and forms utilized for Bank Secrecy Act compliance, such as Currency Transaction Reports, suspicious activity reporting forms, monetary instrument sales logs and logs for transactions of $3000 or more.
• Complete funds availability holds notices in accordance with Bank and regulatory requirements.
• Complete stop payments in accordance with Bank and regulatory requirements.
• Perform other duties as assigned.

Required Education, Experience, and Skills

• High school diploma or equivalent preferred.
• One-year banking experience, preferably as CSR.
• Understanding of responsibilities under the Bank Secrecy Act; participate in initial and periodic training.
• Interpersonal skills to represent the Bank in a positive way in dealing with customers and other employees.
• Cash handling accuracy.
• Ability to operate on-line teller terminal and other standard office equipment such as a typewriter and 10 key calculator/adding machine.
• Professional appearance, dress, and attitude.
• Ability to maintain confidentiality of Bank records and customer transactions. Working knowledge of Microsoft Word and Excel.
• Successful completion of teller training and any other compliance training (including BSA) deemed necessary by the Bank.
• Ability to lift 25 lbs.

Equipment Used

• Computer
• Document scanner
• Ten-key calculator

Equal Employment Opportunity

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