What are the responsibilities and job description for the Customer Service Associate position at Presence Bank?
If you enjoy providing outstanding customer service, educating customers, and making a positive impact in your community this may be the perfect fit for you! We are looking for a candidate with banking and customer service experience to join the Presence Bank family!
Why Presence?
- Named one of PA's Best Places to Work 2022 - Central Penn Business Journal
- Competitive pay and bonus potential
- Open and honest communication/culture with an associate focus
- Full Medical, Dental, and Vision Benefits
- Very competitive 401k Plan & ESOP
- Tuition Reimbursement
- PTO, federal holidays, and a culture that promotes work/life balance
- Smaller bank = more opportunities for growth
- Our purpose is to be the most loved bank that allows our families, customers, and communities to prosper
Position Summary: Provide positive, memorable customer experiences while accurately performing teller duties, including cashing checks, receiving deposits and processing other transactions as authorized and within policy. Promotes banking products and services. Assist and accurately performs account opening for new retail customers, as needed. Directs customers to appropriate team members for specialized services.
Essential Functions & Responsibilities:
- Provide efficient and exceptional customer service, cross-marketing products and services to acquire, retain and expand relationships.
- Be a positive and effective team player by helping others on the team achieve success.
- Recognize and promote customer referrals to appropriate team members.
- Receives and processes deposits, withdrawals, loan payments and other transactions in an accurate manner, according to established policies and procedures.
- Process night deposit and mail deposits according to established policies and procedures and maintain necessary logs.
- Issue Cashier’s Checks & Money Orders and maintain necessary logs.
- Maintain timely and accurate records of cash received, cash disbursed, and negotiable instruments involved in the processing of various transactions.
- Process ATM Settlement.
- May act as vault custodian.
- Performs nightly balancing of cash drawer, identifies, and corrects out of balance errors according to policy and procedures.
- Assures completion of all reports, reconcilements, and proper handling of vault cash.
- Ensure and promote personal ownership for the resolution of customer requests.
- Process Branch Capture and assist in completing branch settlement according to procedures.
- Open New personal retail accounts as required, according to policy and procedures.
- Order and maintenance Debit and ATM cards as needed.
- Support the Bank’s Strategic Plan
- Support the Presence Bank Leadership Model.
Administrative/Compliance:
- Assure compliance with the Bank Secrecy Act/Anti-Money Laundering and other regulatory policies as required by the responsibilities of this position.
- Understands and follows procedures in case of robbery or other emergency.
- Assures efficient operation and adherence to security, audit, and control procedures.
- Performs additional responsibilities and duties as required
Knowledge/Education Requirements:
- High School Diploma or Equivalent. Bachelor’s or Associates degree beneficial but not a mandatory requirement.
- Level I – Entry Level - One year of customer service, sales, and cash handling experience with some basic knowledge of opening accounts for retail customers.
- Must attend the in-house basic account opening training within the first year of hire.
- Ability to operate basic office machines including calculator, copy and fax machines.
- Computer experience and knowledge of the Windows operating system is required.
- Ability to effectively communicate with customers and other employees is essential.
- Ability to prioritize multiple tasks and complete on a timely basis.
- Excellent telephone and email etiquette.
- Must be able to successfully pass credit and background checks
Equal Opportunity Employer
