Float Customer Service Representative I

Job Title
Float Customer Service Representative I

Reports To
Branch Manager

Department
Retail

Job Classification
Non-Exempt

Direct Reports
None

Main Function Summary
Responsible for a variety of duties relating to the opening and processing of new accounts of all types; the cross-selling of institution services to customers and prospective customers; providing support to other branch personnel, e.g., documentation, etc. Customer service representatives respond to customer inquiries via telephone and face-to-face meetings. Additionally, the position provides CSR coverage at multiple locations as needed.

Education And Experience

• High School Diploma or equivalent required
• 2 years of customer service experience
• Experience using computer programs such as Microsoft Office and Microsoft Teams
• Excellent written and verbal communication skills
• Valid driver's license

Job Description
Essential Duties

• Assist customers with opening all types of deposit accounts. This position requires strong personal skills, attention to detail, and knowledge of the features and bene?ts of the banks deposit products and services. Also requires knowledge of compliance requirements related to the account opening process and the ability to follow proper procedures.
• Assist customers with routine account-related requests such as: funds transfers, automatic funds transfers (AFTs), stop payments, inquiries about bank deposit products and service charges, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, and check veri?cation requests by third parties.
• Research and resolve customer problems, acting as the customer liaison between other bank departments when necessary.
• Research customer questions regarding electronic funds transfers and initiate "Reg E" disputes when appropriate, including the completion of all necessary documents and a?davits.
• Cross-sell bank products and services based on customer needs in accordance with the bank's program standards.
• Relate customer requests for service charge rebates to the supervisor.
• Verify information on ATM/debit card applications to the information in customer database. Send exceptions to deposit operations for corrections.
• Update the system with messages regarding ATM/debit cards and service charge rebates.
• May assist customers with balancing their checkbooks.
• Perform customer requested research, including printing statements and check copies.
• Input, maintain and/ or delete ATM and debit cards within system.
• Transfer funds to cover customer overdrafts as directed by bank operations.
• Distribute to customers and properly log all "hold statements" and check orders held by the bank.
• Escort appropriate bank personnel into the vault and maintain dual control for safekeeping access and o?cial check and ATM card requisition.
• Contact customers to obtain necessary signatures on items with missing or irregular signatures.
• Perform teller duties as needed.
• Adheres to all internal policies, procedures, and practices of the Bank.
• Travel between branch locations as frequently as daily as well as for professional development.
• Accurately and independently count currency.
• Perform other duties as required.

Environment/Physical Demands
**Environment**

• Office environment conditions.

**Physical**

• Ability to hear, see and speak adequately (with or without accommodations) to perform the essential functions of the job
• Ability to perform repetitive movements including walking, standing, and sitting for long periods of time to adequately perform the essential functions of the job
• Digital dexterity and eye/hand coordination in the operation of office equipment
• Light to moderate lifting and carrying of supplies, files, etc.
• Capable of learning to use typical office equipment.
• Performing simple to moderately complex mathematical calculations.

***Equal Opportunity Employer***

No employee or applicant for employment will be discriminated against because of race, color, religion, sex, national origin, disability, military and/or veteran status, or any other Federal or State legally protected classes.