Customer Service Representative

Description

Who We Are

Thread Bank is a digital-first financial technology community bank that aims to enhance customer engagement through innovative solutions. Thread Bank offers a modern website, a CRM system, and a mobile app to simplify banking for businesses and individuals. Our embedded banking solution helps business technology platforms provide secure banking experiences. We also partner with other banks, credit unions, and FinTechs to integrate compliant financial solutions. Thread Bank values innovation, collaboration, and flexibility, offering excellent benefits and a family-friendly culture.

What We Are Looking For

We are looking for people who thrive in a fast-paced, growth environment while remaining within regulatory boundaries. Our Customer Service Representatives serve as the bank’s primary contact with our customers, both in providing services and in routing inquires to appropriate personnel. Thread Bank provides a unique opportunity to be a part of a high growth, cutting edge, fintech startup within the stable and profitable banking industry. This is an excellent opportunity for a professional looking to advance their career as the company grows.

Duties & Responsibilities

• Accept deposits and payments for all types of accounts, verify cash and negotiability of checks and issue receipts accurately, giving credit for funds according to bank policies.
• Cash checks and accept withdrawal requests in accordance with bank policies, referring questionable transactions to supervisor for approval.
• Issue stop payment requests.
• Knowledge of current products and services offered and actively cross-sell.
• Complete all assigned training timely.
• Accurately complete wire transfer request, secure the appropriate approvals and comply with all BSA requirements.
• Follow all security policies and procedures. Report discrepancies or suspicious activity to supervisor.
• Provide customers with account information and correct balances.
• Maintain assigned cash drawer and balance work daily.
• Assist with processing night deposits and mail deposits.
• Order checks and supplies as required.
• Accurately complete all Internal Logs.
• Complete record keeping requirement in accordance with the Bank Secrecy Act/CIP/OFAC.
• Ability to recognize suspicious activity and report it to supervisor.
• Other duties as assigned or requested.
  
  

Qualifications *

• Lifting of up to 20 pounds, twisting and kneeling are frequently required
• Extended sitting up to 95% of the time
• Bending, climbing, and reaching above and below shoulder level is occasionally required.
• Some exposure to dust and/or extreme noise levels may occasionally apply
• Basic mathematical skills (adding, subtracting, multiplying, dividing) are required
• Ability to use computer software and office equipment.
• Excellent verbal communication skills.
• Must be bondable.
  
  

Employee must be able to perform essential functions of the position and, if requested, Thread Bank will make reasonable accommodations to enable employees with disabilities to perform the essential functions of their job, absent undue hardship, in accordance with the ADA.

Thread Bank is an Equal Opportunity Employer. Thread Bank does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.

By submitting your application, you give Thread Bank permission to email, call, or text you using the contact details provided. We will only contact you with job-related information.