What are the responsibilities and job description for the Customer Service Representative (CSR) position at Western Bank?
Description
- Provide friendly and helpful customer service to anyone who enters your branch
- Assist with scanning and indexing duties as needed
- Assist the customer in filling out wire transfer forms and ensuring that bookkeeping receives them in a timely manner
- Contacting existing and potential customers to inform or offer services
- Answer customers' questions and explain available services such as deposit accounts, bonds, and securities.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
- Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
- Refer customers to appropriate bank personnel to meet their financial needs.
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Collect and record customer deposits and fees, and issue receipts using computers.
- Investigate and correct errors upon customers' request, according to customer and bank records.
Requires repetitive movement, Requires sitting, Requires telephone conversations, Requires use of electronic mail, Requires writing letters and memos, Requires face-to-face discussions with individuals or teams, Requires contact with others (face-to-face, by telephone, or otherwise), Requires dealing with unpleasant, angry, or discourteous people, Includes conflict situations, Requires making decisions that affect other people, the financial resources, and/or the image and reputation of the organization, Requires making decisions that impact the results of co-workers, clients or the company, Requires being exact or highly accurate, Requires repeating the same physical activities or mental activities over and over, Requires meeting strict deadlines, Requires coordinating or leading others in accomplishing work activities, Requires work with external customers or the public, Requires work with others in a group or team, Requires working indoors in environmentally controlled conditions, Job tasks are performed in close physical proximity to other people
Requirements
Minimum 2 years banking experience (or equivalent other experience)
Strong personnel skills
Knowledge of banking products and basic banking principles
Knowledge of Microsoft products, such as Excel and Word preferred