JOB

DESCRIPTION:

Customer Service Representative

DEPARTMENT:

Customer Service

JOB

SUMMARY:

The CSR will provide exceptional customer service while conducting a variety of banking transactions using well defined banking procedures.

DUTIES:

Exhibits exceptional customer service skills and the ability to develop and maintain productive relationships with team members and customers.

Open and close all @types of accounts.

Perform various bank transactions such as accepting deposits and loan payments, cashing checks and processing withdrawals.

Answers basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations, and consumer privacy policies.

Suggest products and services that can help customers.

Address customer inquiries and solve their problems.

Assist customers to help them find relevant and required information.

Actively work toward maintaining customer relations and satisfaction.

Cross-sell other products and services.

Actively be aware of fraudulent practices and manage any risks that may arise.

Ensure regulations and policies are upheld to the highest standard.

Order checks and answer related questions.

Maintain customer records by updating account information.

Assist customers in Canadian exchange.

Process night deposits and mail deposits.

Report large currency transactions as required by regulation.

Attend all CSR training meetings and Compliance meetings.

Direct customers to specific areas of the bank to receive the service they request.

Accountable for cash drawer; locking cash drawer; balancing currency, coin, and checks in cash drawer at end of shift; and reporting any discrepancies to supervisor.

Responsi

First United Bank

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