Job Purpose: The CSR needs to be aware of and greet customers entering the Bank. The CSR provides prompt and efficient service handling transactions, managing a cash drawer, answering inquiries and referring the customer to products and services offered by the Bank. The CSR should be available to work Monday thru Saturday. “Yes, I can!” approach to business.
Tasks:
- Accurately process transactions, check cashing, deposits/withdrawals from checking and savings accounts, payments on commercial, consumer, and mortgage loans.
- Issue Money Orders, Cashier’s checks, and Gift Cards.
- Perform balancing of cash drawer, buying and selling cash to vault.
- Accurately prepare and transmit proof.
- Identify counterfeit money.
- Cash US Savings Bonds.
- Answer phones, filing, maintaining supplies.
- Answer basic customer inquiries regarding interest rates, service charges, account histories, cross-sell products offered by the Bank and refer customers to proper department as needed.
- Follow all Bank policies and procedures.
- Maintain professional, business-like appearance.
- Perform other tasks requested by supervisor related to the Bank and its function.
Work Activities:
- Communicating with Supervisors, Peers, or Subordinates
- Establishing and Maintaining Interpersonal Relationships
- Communicating with Persons Outside Organization
- Processing Information
- Answer telephones to direct calls or provide information.
- Discuss goods or services information with customers.
- Greet customers, patrons, or visitors.
- Operate computers or computerized equipment.
- Respond to customer needs.
- Process mail transactions.