Customer Service Representative

Are you passionate about making a positive impact in your local community? Do you thrive in a dynamic, collaborative, and engaging work environment? If so, we have the perfect opportunity for you at Pathfinder Bank!

About Us: At Pathfinder Bank, we take pride in being more than just a financial institution – we are a community-focused bank committed to building lasting connections in Central New York. As a key player in our Market, you'll have the chance to make a meaningful impact on the people and businesses in our community while developing long-lasting, trusted relationships.

Why Join Us:

· Community-Centric: Your role at Pathfinder Bank goes beyond being a trusted financial advisor; it's about actively contributing to the growth and prosperity of the local community we serve.

· Collaborative Environment: Thrive in a fast-paced, collaborative, and engaging work environment where your ideas are valued, and teamwork is celebrated. We believe that together, we can achieve more.

· Employee Support: We understand the dedication and hard work our employees put in, and we are committed to ensuring you feel supported, appreciated, and rewarded for your contributions.

· Flexibility: Enjoy the flexibility of a family-friendly work environment that understands the importance of work-life balance.

Key Responsibilities:

· Relationship Building: Cultivate and strengthen personal and business relationships within the local community. As a Customer Service Representative you will be "face of Pathfinder Bank".

· Customer Service: Lead by example and inspire those around you to deliver exceptional service. Your interactions with internal and external customers will be instrumental in creating a positive and inclusive environment.

· Local Touch: Embrace the opportunity to immerse yourself in the unique needs and aspirations of our local community. Your insights will guide our efforts to provide tailored financial solutions.

· Identify Needs: Interacting with customers and creating relationships is how everyone here at Pathfinder Bank can help turn dreams into reality.

What We Offer:

· A fulfilling and rewarding career with opportunities for growth and development.

· Competitive compensation and benefits package including paid holidays, paid time off, medical (including virtual care and work-life balance services), vision, and dental insurance, a 401K with a generous match, tuition reimbursement, banking discounts, and more!

· The chance to be part of a bank that believes in bringing out the best in its talent.

Summary/Objectives

The Customer Service Representative (CSR) is responsible for providing exceptional service to branch customers and resolving routine customer problems in a timely manner. The position is a key driver of branch referrals that assist the branch team in achieving their annual goals. The CSR is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the position to stay current on operational changes and demonstrate good risk management decisions to assist the branch in growing the bank, while managing preventable losses and reducing fraudulent activity.

Essential Functions

1. Deliver exceptional customer experiences including proactively greeting customers, smiling, using their name, and ending each interaction (whether in person or on the phone) by saying, “Thank you for banking with Pathfinder Bank.” While maintaining confidentiality of all customer records and documents.
2. Process a variety of retail and commercial transactions, including deposits, withdrawals, loan payments, and check cashing in an accurate and efficient manner. Assist with support work.
3. Promotes the Bank’s products and services and refers customers to the appropriate sales personnel. Answers customers’ routine banking questions; refers complex inquiries to management.
4. Verify check endorsements and funds availability and disburse cash to customers in the conduct of transactions and according to policy. Issue receipts to customers for transactions processed to provide a record of activity. Balance daily work, adhering to all procedures stated in the employee difference policy.
5. Update customer contact information on an ongoing basis to be sure we have the most accurate data on the even the bank would need to contact them.
6. Understand and adhere to risk and regulatory standards, policies, and controls. Identify risk-related issues needing escalation to management.
7. Demonstrate by proactively assisting other branch colleagues when needed as well as actively participating and contributing during branch team meetings.

Competencies

• Customer Service Expertise
• Basic Computer Skills
• Attention to Detail
• Problem Solving
• Teamwork
• Communication

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, printers and filing cabinets.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit or stand at a desk and work on a computer. The employee must be able to lift and/or move up to 15 pounds. The employee mush have physical strength to handle routine office materials and tools. Dexterity of hands and fingers. There may be occasional lifting and transporting up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

Required Education, Experience and Qualifications

• High school diploma or equivalent
• At least one year customer service experience
• 1-3 years banking experience or cash handling experience
• Professional in appearance and conduct
• Intermediate computer skills (Microsoft Office and Outlook)
• Basic mathematical functions
• Ability to work as part of a team and assist other team members
• Ability to adapt to change
• Attention to detail and quality of work
• Ability to multi-task
• Positive attitude