CSR I

Longview Bank- Ogden Branch

Position Summary

The Customer Service Representative I is responsible for providing frontline customer service and performing routine banking transactions accurately and efficiently. This position serves as a primary point of contact for customers and supports branch operations by delivering quality service while ensuring compliance with bank policies and regulatory requirements.

The CSR I role is an entry-level position designed to build foundational banking knowledge and customer relationship skills.

Essential Duties and Responsibilities

Customer Transactions

• Process customer deposits, withdrawals, transfers, and payments

• Cash checks and issue cashier’s checks and money orders

• Balance cash drawer daily and resolve discrepancies

• Verify customer identity in accordance with bank procedures

• Maintain accuracy in all posted transactions

Customer Service

• Greet customers in a professional and friendly manner

• Answer questions regarding products, services, and account information

• Assist customers with basic account maintenance requests

• Identify opportunities to refer customers to appropriate bank personnel

Compliance and Risk Control

• Follow all bank policies and procedures

• Comply with Bank Secrecy Act and anti money laundering requirements

• Recognize and report suspicious activity

• Maintain confidentiality of customer information

• Adhere to internal control and cash handling standards

Operational Support

• Assist with branch opening and closing procedures

• Maintain clean and organized work area

• Support team members as needed

• Participate in required training programs

Education

• High school diploma or equivalent required

Experience

• Customer service or cash handling experience preferred

• Prior banking experience preferred but not required

Knowledge and Skills

• Basic math and cash handling skills

• Strong attention to detail

• Effective verbal communication skills

• Professional demeanor

• Ability to work in a team environment

• Willingness to learn banking systems and procedures

Professional Expectations

• Demonstrates reliability and punctuality

• Maintains professionalism in customer interactions

• Follows supervisory direction

• Supports a positive branch culture