What are the responsibilities and job description for the Customer Service Representative (CSR) position at Cypress Bank SSB?
CUSTOMER SERVICE REPRESENTATIVE JOB DESCRIPTION
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Job Title: Customer Service Representative (CSR) |
Branch/Dept.: Pittsburg |
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EEO Job Category: Administrative Support |
Reports to: Harold Kennington |
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FLSA Status: Non-exempt |
Last Update: May 4, 2026 |
Essential Functions
- Meet and greet customers.
- Open and process new accounts, including DDA, savings and certificates of deposit.
- Follow procedures prescribed in the Bank's Customer Identification Program.
- Assist customers with online banking needs, such as initial set-up and troubleshooting.
- Cross-sell the Bank's services and products.
- Research and answer customer inquiries; quote products and rates.
- Process customer check orders.
- Assist in answering the telephone and transferring calls to the appropriate personnel.
- Research, verify account information, and resolve problems for customers as necessary.
- Perform safe deposit box services.
- Redeem U.S. savings bonds.
- Process collection items.
- Receive and enter customer wires.
- Assist customers with debit cards: ordering, re-ordering, and reporting as lost/stolen.
Additional Responsibilities
- Participate in initial and periodic training.
- Perform other duties, as assigned.
Required Education, Experience, and Skills
- High school diploma or equivalent preferred.
- One year's banking experience, preferably as CSR.
- Bilingual preferred.
- Understanding responsibilities under the Bank Secrecy Act
- Interpersonal skills to represent the Bank positively with customers and other employees.
- Ability to maintain confidentiality of Bank records and customer transactions.
- Working knowledge of Microsoft Word and Excel.
- This position requires lifting up to 25 lbs.
- Equipment Used
- Computer
- Document scanner
- Ten-key calculator