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Customer Service Representative

Robert Half • Jericho, NY • 10h ago

Description

Basic Function: A Teller/Customer Service Representative is accountable for processing all our

client transactions as well as providing them with excellent customer service. Making sure

clients are pleased with the services provided is one of the most important aspects of this

position.

. Principal Responsibilities:

Create a welcoming environment for all clients.

Assisting customers with processing transactions, such as deposits, withdrawals, or

payments, resolving complaints or account discrepancies, and answering questions.

Informing customers about bank products and services.

Maintain a balanced cash drawer daily and provide proof (using tapes) that all

transactions match those on your Teller Desktop System.

Verifying client transactions, including wires, checks, transfers, and ach.

Handling currency, transactions, and confidential information in a responsible manner.

Accurately and swiftly process deposits, withdrawals, transfers, and wire transfers.

Keep records of Bank Checks sold and maintain file with OFAC search results for payee.

Respond to emails from clients in a timely manner and see that their request has been

processed to their likeness as long as bank policies and procedures were followed.

Ordering new debit cards for clients when they expired was lost or stolen.

Answering incoming phone calls.

Facilitate the opening of new accounts, including the ordering of checks and debit cards.

Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits

are not exceeded.

Open consumer accounts.

Comply with all department Security, company policies, procedures, and regulations.

Requirements

Background and Experience:

High school diploma or equivalent required, and 1-3 years Teller/customer service

experience.

Cash handling experience preferred.

Ability to work independently with little to no supervision.

Elevated level of accountability, efficiency, and accuracy.

Prior Customer Service experience.

Sales Force experience preferred.

Microsoft Office skills.

Ensure that all activities are performed in compliance with the federal, state and Bank Secrecy

Act regulatory requirements

TalentMatch®

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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