Pickard Branch Customer Service Representative

Job Details

Description

Position Title: Branch Customer Service Representative

Reports To: Branch Manager

General Purpose

Opens new saving and checking accounts, CDs, IRAs, processes loans, and provides assistance to loan officers and Branch Manager or Branch Supervisor as needed.

Responsibilities

• Assists customers, in person or via phone, with aspects of opening and maintaining checking accounts, savings accounts, CDs, IRAs and provides other customer services as needed.
• Expected to serve on teller line as needed.
• Cross-markets financial institution products and services as appropriate.
• May assemble and verify accuracy of loan documents. Checks documents for proper vesting, legal descriptions, closing dates and signatures.
• May assist in processing mortgage and installment loans by inputting necessary customer information and ensuring that loan files contain documents with proper signature, dates and other relevant data.
• Provides administrative assistance to the Branch Manager or Branch Supervisor.
• Travel to other branches to assist with staffing may be required.
• Teller duties as needed.
• Other duties as assigned.
  
  

Qualifications

Education/Experience

• High School Diploma required
• Two Years banking experience preferred
• Experience opening new accounts preferred
• Loan documentation experience preferred
  
  

Skills

• Strong computer skills
• Strong verbal and written communication skills
• Good mathematical skills
• Enthusiastic, positive, outgoing personality
• Ability to work well in a group or independently
• Ability to multi-task in a fast-paced environment
  
  

Isabella Bank is an AA/EEO employer.