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Customer Service Specialist - Banking & Finance

Job Description:


Provide service to bank customers by conducting appropriate transactions and meeting the needs of customers by referring them to appropriate departments in the bank.

MAJOR DUTIES AND RESPONSIBILITIES:

  • Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back, and issue receipts of deposit.
  • Examine checks deposited and determine proper funds availability based on regulation requirements and completed Hold Notices.
  • Process savings withdrawals.
  • Cash checks: verify endorsements, receive proper identification, and ensure validity.
  • Identify counterfeit currency.
  • Answer basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
  • Process orders and maintenance for ATM/Debit cards and check orders.
  • Assist customers with online and mobile banking troubleshooting.
  • Process routine account file maintenance changes.
  • Refer customers to the proper department for issues that cannot be resolved at the teller line.
  • Count and roll loose coins.
  • Buy and sell currency from the vault as necessary, ensuring that the teller drawer cash limits are not exceeded.
  • Balance drawer daily, including periodic batching of cashed checks.

Experience and Skills:

JOB REQUIREMENTS:

  • Bachelor's Degree Preferred
  • Excellent customer service skills
  • Mathematical skills

ENTRY LEVEL SKILLS AND ABILITIES:

  • Represent the bank in a courteous and professional manner.
  • Possess strong written and verbal communication skills.
  • Ability to obtain, understand and use complex materials from various sources such as regulations and procedures.
  • Ability to multi-task and maintain accuracy in an environment with regular interruptions.
  • Ability to adjust to changes and proceed with a positive attitude.
  • Possess strong decision making abilities.
  • Ability to work independently and within a team environment.
  • Working knowledge of all laws, regulations and bank policies.
  • Working knowledge of the Precision bank system.
  • Ability to analyze daily processes for efficiency.

Job Benefits:

Very competitive starting salary plus bonus

  • 4% match on 401k
  • 3 months maternity leave
  • The employee participates in the insurance premium at approximately $35/month for health
  • Short term/Long term disability paid in full
  • Life Insurance 1x annual salary
  • Outstanding culture with a fun office atmosphere and many in office perks
  • A leadership team that will do whatever it takes to help employees grow and succeed

From: YourHire

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