Customer Service Representative - Paoli Banking Center

DEPARTMENT: Deposit Operations

LOCATION: Paoli, Indiana

CLASSIFICATION: Non - Exempt

REPORTS TO: Banking Center Manager

SUPERVISES: No supervisory responsibilities

JOB SUMMARY: Provides exceptional customer service and maintains a customer focused culture.

MAJOR DUTIES & RESPONSIBILITIES:

• Is responsible for comprehensive, prompt and efficient customer transactions. Receives & cashes checks and cash for accounts, verifies amounts and examines checks for proper completion, and enters transactions into computer records.
• Balances cash drawer and compares totals to computer-generated sheet. Reports any discrepancies to the supervisor immediately.
• Accepts a variety of customer requests, such as account holds, stop-payment orders, address changes and similar special services.
• Promotes and explains financial institution services and products based on customer's needs, within compliance of financial institutions standards.
• Identifies cross-sell opportunities and refers customer to appropriate sales member.
• Assists in the night depository function.
• Ensures deposit area is properly stocked with forms, supplies, etc.
• Performs Branch Capture of transactions.
• Continually increases product and service knowledge, to meet customer demands.
• Makes product and service recommendations to Banking Center Managers.
• Responsible for complying with all financial institutions policies and procedures.
• Actively achieves individual sales, referral, operational, and community involvement goals.
• Has the ability to perform new account activities, back-up head personal banker, ATM oversight, EFT, etc...
• Performs other duties as assigned.

EDUCATION & EXPERIENCE:

• High school diploma or equivalent.
• Two or more years of personal banker experience (including completion of in-house training)
• Proven ability to cross-sell, perform new account activities, and/or other higher-level activities (ATM, EFT, etc...)
• Good interpersonal communication, organizational, mathematical and computer skills.

EOE, including disability/vets