Abrar Admin

Western Bank Duluth

Job Overview The Universal Banker / Customer Service Representative provides exceptional customer service while performing a wide range of teller, account servicing, and administrative functions. This role processes financial transactions, supports retail banking operations, maintains account files, and assists customers with products and services while ensuring compliance with all Bank policies, procedures, and regulatory requirements.Principal Duties and ResponsibilitiesCustomer Service &amp; Transactions<ul><li>Greet and assist customers in a professional and courteous manner.</li><li>Process deposits, withdrawals, transfers, loan payments, and check cashing.</li><li>Issue money orders, receipts, debit cards, and other customer service items.</li><li>Answer customer questions and resolve concerns or escalate when needed.</li><li>Maintain a balanced cash drawer and follow cash handling procedures.</li><li>Provide support for retail products including checking, savings, CDs, IRAs, credit cards, and safe deposit boxes.</li></ul>Account &amp; Operational Support<ul><li>Maintain new and closed account files and documentation.</li><li>Monitor reports (including EFT/debit card activity) for accuracy and follow up as needed.</li><li>Assist with correspondence and follow-up on customer accounts.</li><li>Provide administrative support to retail bankers, officers, and departments.</li><li>Assist with audits, file requests, reporting, and data gathering.</li><li>Perform filing, recordkeeping, and general clerical duties.</li><li>Provide backup support across retail banking and teller functions.</li></ul>Compliance &amp; Risk<ul><li>Follow all Bank policies, procedures, security standards, and regulatory guidelines.</li><li>Maintain confidentiality of customer, employee, and Bank information.</li><li>Adhere to dual control, internal controls, AML/BSA requirements, and report suspicious activity.</li><li>Ensure safe banking practices and protect Bank assets.</li></ul>Sales &amp; Service Support<ul><li>Identify customer needs and refer appropriate products or services.</li><li>Support cross-selling efforts to contribute to Bank growth.</li><li>Stay current on systems, products, policies, and industry changes.</li></ul>Additional Responsibilities<ul><li>Assist management and other departments with special projects.</li><li>Perform other duties as assigned.</li></ul>Knowledge, Skills, and Abilities<ul><li>Strong customer service and interpersonal skills.</li><li>Effective communication and business writing skills.</li><li>Knowledge of retail banking products and services.</li><li>Ability to handle cash accurately and maintain attention to detail.</li><li>Ability to adapt to changing priorities and work in a fast-paced environment.</li><li>Proficiency with computer systems, Microsoft Office, and banking software.</li><li>Ability to maintain confidentiality and exercise sound judgment.</li></ul>Education and Experience<ul><li>High school diploma or equivalent required.</li><li>Cash handling or banking/customer service experience preferred.</li><li>Additional training as required by management.</li></ul>Physical and Mental Requirements<ul><li>Regularly sit, stand, walk, type, talk, hear, and see.</li><li>Use hands and arms to handle objects and operate equipment.</li><li>Lift up to 10 pounds regularly and up to 50 pounds occasionally.</li><li>Ability to manage stress, meet deadlines, and make sound decisions.</li></ul>Work Relationships<ul><li>Reports to Retail Banking Officer or CSR/Teller Supervisor.</li><li>Works closely with retail banking staff, loan personnel, accounting, compliance, and other departments.</li><li>Regular interaction with customers and Bank officers.</li></ul>Pay: $18.00 - $21.00 per hourBenefits:<ul><li>Health insurance</li><li>Opportunities for advancement</li><li>Paid sick time</li><li>Paid time off</li><li>Retirement plan</li></ul>Work Location: In person

Universal Banker / Customer Service Representative

Job SummaryThe Customer Service Representative (Teller) provides friendly, accurate service whileprocessing financial transactions such as deposits, withdrawals, payments, transfers, andcheck cashing. This role requires maintaining a balanced cash drawer, following all bankpolicies, and protecting customer information.Key Responsibilities<ul><li>Greet and assist customers in a professional, courteous manner.</li><li>Process routine banking transactions (deposits, withdrawals, loan payments, transfers,</li></ul>etc.).<ul><li>Cash checks, issue money orders, and provide receipts.</li><li>Balance cash drawer daily.</li><li>Answer customer questions and direct them to the appropriate staff.</li><li>Follow security, compliance, and AML procedures.</li><li>Report suspicious activity.</li><li>Handle customer concerns and escalate when necessary.</li><li>Follow all bank policies, including dual control, confidentiality, and internal controls.</li><li>Perform other duties as assigned.</li></ul>Requirements<ul><li>High school diploma or equivalent.</li><li>Previous cash-handling or customer service experience preferred.</li><li>Basic math and computer skills (Microsoft Office, email, etc.).</li><li>Strong attention to detail and accuracy.</li><li>Good communication and customer service skills.</li><li>Ability to work in a fast-paced environment and maintain confidentiality.</li></ul>Physical Requirements<ul><li>Regularly sit, stand, walk, type, talk, and listen.</li><li>Use hands and arms to handle items and tools.</li><li>Lift up to 10 lbs regularly; up to 50 lbs occasionally.</li><li>Ability to manage stress and make sound decisions.</li></ul>Work Relationships<ul><li>Reports daily to CSR Supervisor/Lead Vault CSR.</li><li>Works with compliance and HR as needed.</li><li>Interacts frequently with customers and other staff.</li></ul>Pay: From $17.00 per hourBenefits:<ul><li>Health insurance</li><li>Paid time off</li><li>Retirement plan</li></ul>Work Location: In person

Customer Service Representative

Join Western Bank Duluth and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Western Bank Duluth

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Universal Banker / Customer Service Representative

Customer Service Representative