What are the responsibilities and job description for the Customer Service Representative - 1040 position at Midstates Bank?
Job Purpose:
Under general supervision, and in compliance with established policies and procedures, this position performs a broad variety of customer services and cross-selling of bank products and services. The CSR will perform assigned duties in accordance to Midstates Bank's Core Values for Customer Service and will adhere to the Quality Service Standards.
Essential Functions:
Provides account services to customers by receiving deposits; cashing checks, issuing savings withdrawals; processing night and mail deposits; selling cashier's checks, and money orders; redeeming US savings bonds. Includes handling inquiries and problem solving for customers.
Records transactions by logging cashier's checks, and other special services; obtains the necessary information to complete currency transaction reports.
Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative.
Completes special requests by closing accounts; taking orders for checks; providing special statements, copies, faxes, and referrals; completing safe-deposit box procedures.
Reconciles cash drawer by proving cash transactions; counting and packaging currency and coins; turning in excess cash and mutilated currency to teller manager; maintaining supply of cash and currency.
Complies with bank operations and security procedures by participating in all dual-control functions; assisting in certification of proof.
Maintains customer confidence and protects bank operations by keeping information confidential.
Contributes to team effort by accomplishing related results as needed.
Participate in civic activities to promote growth and development of the community and a positive image for the bank.
Other duties as assigned.
Skills/Qualifications: Customer Service, Attention to Detail, General Math Skills, Verbal Communication, Integrity, Selling to Customer Needs, People Skills, Microsoft Windows and Office, Jack Henry SilverLake software.
Education: HS Diploma or equivalent
Experience: cash handling experience; customer facing experience