- Location
- Suttons Bay, MI
- Department
- Customer Service
- Source
- Paylocity
Description
Description
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.
Requirements
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.
