Floating Customer Service Representative

Summary:

This position is responsible for opening a variety of new accounts for customers including checking, IRA’s, CD’s; providing information and answering questions regarding interest rates, fees, and bank policies; transfers accounts for customers; providing support to all assigned areas of branch operations where service or assistance is needed; and making appropriate referrals to cross-sell a variety of bank services.

Duties and Responsibilities:

• Processes Bank transactions to include Deposits; cashes checks, savings withdrawals and U.S. Savings Bonds; accepts loan payments, utility payments, makes cash advances, handles change orders, issues Official checks; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing.
• Recognizes opportunities to cross-sell products and services that may add value to their banking relationship.
• Provides leadership, training, and support to less experienced branch staff members.
• Assists with branch cash audits.
• Records, files, scans documents, updates information and sorts mail.
• Complies with and works toward branch goals to achieve or exceed branch growth potential.
• Completes administrative tasks correctly and on time
• Supports the Bank’s goals and values.

• Assures compliance with all Bank policies, procedures and processes, all applicable state and federal banking laws, rules, and regulations.
• Performs other duties as assigned by management.

Qualifications:

• High school diploma or GED and one year of banking Customer Service required.
• Demonstrated understanding of branch operation activities, terminology, products, and services
• Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
• Strong computer skills to include database and Microsoft Office.
• Ability to work independently and as a team member.
• Detail oriented.
• Basic math skills to include the ability to calculate interest and balance accounts.
• Excellent communication skills
• Good organizational and time management skills.
• Ability to apply good judgement to carry out instructions, interpret documents, understand procedures, write reports and correspondence.

Physical Demands and Work Environment:

• Mobility sufficient to perform activities required of position, including travel to branch locations
• Manual dexterity for the functional operation of office equipment, such as computers, calculators, etc.
• Ability to actively engage in necessary communications with internal and external customers.