Title: Customer Service Specialist

Department: Lobby Operations---Main Office

Reports to: AVP Bank Customer Service Manager

Summary:

Functions in a Customer Service Representative capacity and performs Operational duties in Item Processing and Deposit Systems.

Essential Duties and Responsibilities:

Promote excellent customer service and rapport with clients regarding daily transactions, addressing inquiries and problem resolution.

Acknowledge/greet customers and ensure their requests are handled accurately and in a timely manner; refer clients to the appropriate banking staff personnel for products and services.

Open night deposit and main vault using dual control

Document and process deposits received in night deposit vault

Process customer deposits delivered by courier/Brinks and incoming mail

Verifies and balances assigned cash drawer daily with minimal cash variances

Maintains adequate cash and/or cash drawer limits as required by Bank policy

Prepare customer cash/change order requests

Conduct monthly cash audits

Assist supervisor in all other duties as assigned.

Job Qualifications:

High School Diploma, some business/banking college classes

Five (5) years of work experience in Bank Operations preferred

Cash Handling experience

Present a professional image

Ability to work in a team atmosphere and be able to interact and communicate with individuals at all levels; Interact well with clients, co-workers and management

Maintains confidentiality of customer account information

Familiarity with at least one PC based business application, such as Microsoft Outlook, or one of the components of Microsoft Office; Strong keyboarding skills and ability to operate standard office equipment such as copiers and calculators---Fiserv experience preferred.

Waterford Bank, N.A. is an Equal Opportunity and Affirmative Action Employer. The Bank provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, marital status, amnesty, or status as covered veterans in accordance with applicable federal, state, and local laws. *

Waterford Bank, N.A.

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Customer Service Specialist