Customer Service Representative (Retail)

First State Bank – Job Description

Job Title: Customer Service Representative Status Non-Exempt

Department: Retail Services

Reports To: Retail Services

Primary Purpose of the JOB:

Responsible for accurately recording transactions and dispersing cash while understanding the Banks services and providing customers with accurate, efficient and friendly service with respect to their banking needs.

Essential DUTIES:

• Perform accurate transaction processing within established guidelines, policies and procedures for all customer transactions.
• Protect the bank’s assets by adhering to all security, confidentiality and compliance polices.
• Maintain a professional decorum and the highest of standards in the delivery of quality customer service.
• Actively engage in the sales routines and methodologies to deepen/widen customer relationships while becoming a needs based solution provider.
• Maintain acceptable cash balancing records.
• Create and maintain a courteous and professional relationship with co-workers while maintaining timely and prompt daily attendance

Other DUTIES:

• Other duties as assigned

Required Experience/SKILLS:

• Six months to one year related job experience
• Cash handling experience
• Customer service experience

Required EDUCATION:

• High school diploma or equivalency (GED)

Working CONDITIONS:

• Ability to enter data into a computer and work with computer programs: Microsoft Word and Excel
• Ability to lift 20 to 25 pounds
• Ability to reach with hands and fingers, touching computer buttons/adding machine buttons for extended periods of time
• Susceptible to robberies
• Ability to stand and/or sit for long periods of time
• Must be prompt and courteous
• Good interpersonal skills
• Excellent communication skills, orally and written and mathematical skills
• Ability to manage difficult customers
• Ability to travel to branch locations when necessary

Employees are expected to comply with all laws, regulations, bank policies and procedures, including specifically First State Bank’s Bank Secrecy Act and Anti-Money Laundering Policy and procedures, and it’s Customer Identification Program. Failure to comply with either the letter and/or spirit of these laws may result in disciplinary action, up to an including termination.

This job description does not list all the duties of the job. You may be asked by supervisors or managers to perform other instructions and duties. You will be evaluated in part based on your performance of the tasks listed in this job description.

Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.