CUSTOMER SERVICE REPRESENTATIVE - WASHINGTON, IN

Springs Valley Bank & Trust Company

  • Washington, IN
  • 3 days ago

    Highlights

    Accepts a variety of customer requests, such as account holds, stop-payment orders, address changes and similar special services. Receives & cashes checks and cash for accounts, verifies amounts and examines checks for proper completion, and enters transactions into computer records.

    Numbers & Facts

    LocationWashington, IN

    Description

    DEPARTMENT: Deposit Operations

    LOCATION: Washington, Indiana

    CLASSIFICATION: Non - Exempt

    REPORTS TO: Banking Center Manager

    SUPERVISES: No supervisory responsibilities

    JOB SUMMARY: Provides exceptional customer service and maintains a customer focused culture.

    MAJOR DUTIES & RESPONSIBILITIES:

    • Is responsible for comprehensive, prompt and efficient customer transactions. Receives & cashes checks and cash for accounts, verifies amounts and examines checks for proper completion, and enters transactions into computer records.
    • Balances cash drawer and compares totals to computer-generated sheet. Reports any discrepancies to the supervisor immediately.
    • Accepts a variety of customer requests, such as account holds, stop-payment orders, address changes and similar special services.
    • Promotes and explains financial institution services and products based on customer''s needs, within compliance of financial institutions standards.
    • Identifies cross-sell opportunities and refers customer to appropriate sales member.
    • Assists in the night depository function.
    • Ensures deposit area is properly stocked with forms, supplies, etc.
    • Performs Branch Capture of transactions.
    • Continually increases product and service knowledge, to meet customer demands.
    • Makes product and service recommendations to Banking Center Managers.
    • Responsible for complying with all financial institutions policies and procedures.
    • Actively achieves individual sales, referral, operational, and community involvement goals.
    • Has the ability to perform new account activities, back-up head personal banker, ATM oversight, EFT, etc...
    • Performs other duties as assigned.

    EDUCATION & EXPERIENCE:

    • High school diploma or equivalent.
    • Two or more years of personal banker experience (including completion of in-house training)
    • Proven ability to cross-sell, perform new account activities, and/or other higher-level activities (ATM, EFT, etc...)
    • Good interpersonal communication, organizational, mathematical and computer skills.

    EOE, including disability/vets

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