Customer Service Representative

FIRST OF WAVERLY CORPORATION • Plainfield, IA • 1d ago

Do you enjoy getting to know people and having conversations? Then becoming a Customer Service Representative with First Bank would be a great fit for you! As a Customer Service Representative, you will interact with customers each day providing exceptional service and accurately completing transactions. You will build relationships with our customers to better understand their needs and offer services that fit their needs.

Duties include:

Customer Service:

Process monetary transactions for customers, such as cashing monetary instruments, making deposits, withdrawals, and payments for mortgage, consumer loans, etc.

Create money orders, official checks, etc.

Scan transactions into system for processing

Provide timely, courteous and professional customer service

Build appropriate relationships with customers to better understand their banking needs

Responsible for having an in depth understanding of transactional processes and retail bank products

Assist customers with resolution of account concerns and issues

Promptly and cheerfully answer phone calls and greet in a professional manner

Cash Handling:

Accurately process transactions evidenced by balancing daily

Ensure assigned cash drawer is kept secure at all times

Keep cash drawer within assigned drawer limits

Balance ATM, vault, etc. as assigned

Referrals:

Responsible for having at minimum a general understanding of all products the bank offers and presenting bank products as solutions to customers

Support the overall sales effort by referring customer to others within the bank for financial solutions

Participate in retail product campaigns the bank initiates

Accounts:

Open new accounts or close accounts for customers

Complete and submit maintenance requests on behalf of customer

Answer customer questions knowledgeably or take initiative to seek out answers on behalf of the customer

Other:

Work as one collective bank team and assist in other departments as needed

Understand and comply with the related laws and compliance regulations that pertain to the position including but not limited to bank secrecy act, confidentiality, privacy, and funds availability policy

Complete training as needed or required

Other duties as assigned

To be best prepared for this position, a high school diploma or equivalent as well as math skills are required. Prior experience in customer service is preferred. Basic computer skills, confidentiality, and strong communication skills will also be needed.

This is a Monday through Friday full-time position with a Saturday rotation (about 8-12 Saturdays per year).

First Bank is committed to our employees and customers. We believe our employees are our greatest resource and are fortunate to have quality employees who dedicate their time and effort to making First Bank a leader in our banking communities. To our team members we offer the following benefits: Health insurance, dental insurance, vision insurance, pre-tax flexible spending accounts, group term life insurance, dependent life insurance, short and long-term disability, 401k/ESOP with employer match, paid holidays, paid vacation time, paid sick time, and a wellness program.

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