What are the responsibilities and job description for the Customer Service Representative - Float Teller position at nbofi?
The teammate operates a teller’s window by providing prompt, efficient, accurate and high-quality customer service. Represent the Bank in a courteous, professional manner, alert to customer needs and willing to cross-sell or refer the customer to appropriate staff.
Essential Functions:
- Uphold the “Culture of Excellence” and provide high quality customer service to all clients all the time
- Comply with all banking regulations and our own Bank policies, procedures and objectives
- Maintain proper procedures and security controls to protect against criminal and fraudulent activity and unnecessary risk or exposure, including but not limited to following Bank policies and procedures to ensure confidentiality and obtaining all proper identification on telephone and electronic inquiries
- Provide clients with accurate account, product or service information
- Process checking and savings transactions, negotiable instruments (i.e. official checks, money orders and traveler’s checks), loan payments and safe deposit box rental payments in a timely, accurate manner
- Maintain basic knowledge of Bank services and products
- Evaluate customer product/service needs to ensure client satisfaction and refer any transactions to appropriate departments as needed
- Balance transactions at end of day and verify cash totals
- Maintain working knowledge of branch capture system