Customer Service Representative- Sutton's Bay

Job Purpose:  The CSR needs to be aware of and greet customers entering the Bank.  The CSR provides prompt and efficient service handling transactions, managing a cash drawer, answering inquiries and referring the customer to products and services offered by the Bank. The CSR should be available to work Monday thru Saturday.  “Yes, I can!” approach to business.

Tasks: 

• Accurately process transactions, check cashing, deposits/withdrawals from checking and savings accounts, payments on commercial, consumer, and mortgage loans.
• Issue Money Orders, Cashier’s checks, and Gift Cards.
• Perform balancing of cash drawer, buying and selling cash to vault.
• Accurately prepare and transmit proof.
• Identify counterfeit money.
• Cash US Savings Bonds.
• Answer phones, filing, maintaining supplies.
• Answer basic customer inquiries regarding interest rates, service charges, account histories, cross-sell products offered by the Bank and refer customers to proper department as needed.
• Follow all Bank policies and procedures.
• Maintain professional, business-like appearance.
• Perform other tasks requested by supervisor related to the Bank and its function.

• Communicating with Supervisors, Peers, or Subordinates
• Establishing and Maintaining Interpersonal Relationships
• Communicating with Persons Outside Organization
• Processing Information
• Answer telephones to direct calls or provide information.
• Discuss goods or services information with customers.
• Greet customers, patrons, or visitors.
• Operate computers or computerized equipment.
• Respond to customer needs.
• Process mail transactions.