What are the responsibilities and job description for the Customer Service Representative position at National Cooperative Bank. N.A.?
Customer Service Representative
Banking 1, Role A
- Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks; answering questions in person or on telephone; referring to other bank services.
- Records transactions and other special services; preparing currency transaction reports, initiate and verify wire requests
- Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative
- Completes special requests by closing accounts; taking orders for checks; providing special statements, copies, completing safe-deposit box transactions
- Reconciles cash drawer; counting and packaging currency and coins; turning in excess cash and mutilated currency to supervisor; maintaining supply of cash and currency
- Imaging and QC of scanned documents
- Complies with bank operations and security procedures by participating in all dual-control functions; auditing other tellers' currency, balancing of vault, and coin sorter
- Maintains customer confidence and protects bank operations by keeping information confidential
- Contributes to team effort by accomplishing related results as needed in projects and assignments
- Continuing education on products and procedures as well as regulatory compliance training as it relates to teller duties
- Inform Branch Supervisor of any new or recurring customer or employee situation that needs attention
Minimum Qualifications:
- Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks; answering questions in person or on telephone; referring to other bank services.
- Records transactions and other special services; preparing currency transaction reports, initiate and verify wire requests
- Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative
- Completes special requests by closing accounts; taking orders for checks; providing special statements, copies, completing safe-deposit box transactions
- Reconciles cash drawer; counting and packaging currency and coins; turning in excess cash and mutilated currency to supervisor; maintaining supply of cash and currency
- Imaging and QC of scanned documents
- Complies with bank operations and security procedures by participating in all dual-control functions; auditing other tellers' currency, balancing of vault, and coin sorter
- Maintains customer confidence and protects bank operations by keeping information confidential
- Contributes to team effort by accomplishing related results as needed in projects and assignments
- Continuing education on products and procedures as well as regulatory compliance training as it relates to teller duties
- Inform Branch Supervisor of any new or recurring customer or employee situation that needs attention
Minimum Qualifications:
Prior banking, cash handling or accounting experience preferred
Prior experience in a banking environment preferred but not mandatory
Superior customer service & attention to detail
Excellent communication skills
Customer oriented approach to handling problems
Specialized training in related field desired
General math/finance skills
Computer and documentation skills
Cross selling to customer needs
Eligibility requirements may differ for each benefit or program.
National Cooperative Bank, N.A. is an Equal Employment Opportunity Employer (EOE/AA)