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Client Service Representative

 

SUMMARY:

Must complete the 90-day onboarding process which includes BAI training. Responsible for processing transactions for clients; Work is performed within the framework of TS Banking Group standard operating policies and procedures. Deviations from normal procedures and/or questions are referred to a more experienced banker or the manager.

ESSENTIAL DUTIES AND RESPONSIBILITIES (includes the following, other duties may be assigned):

Process transactions via the CSR window; verify client indentity and documents produced; verify endorsement(s) and funds available; count currency; check transaction for accuracy and completeness; issue receipts; monitor and balance cash drawer; reconcile differences; maintain CSR supplies.

Identify the client by name; provide client service to individuals in person and over the telephone; explain the bank's policies and procedures regarding transactions. Provide accurate desposit rates (including APY's). Assist clients with safe deposit box entry.

Ensure security of assigned CSR drawer and coin vault; maintain proper amount of currency in cash drawer; buy, sell, and verify currency; recognize counterfeit currency; complete log books and bank slips; process large currency orders; count and bundle currency; process mutilated/unfit currency.

Process bank by mail, night deposits, loan payments, fund transfers, etc. Able to recognize a potential deposit hold situation and bring to the attention of a Peronal Banker.

Proficient in BSA requirements (including CTR transactions) and detecting/reporting suspicious/unusual activity.

Attend mandatory bank meetings and training seminars, including but not limited to, the bank's web based training program.

Comply with all banking regulations, policies and procedures.

Provide awareness of banking products and services (emphasis on consumer) with current and prospective clients. Use CRM system to prepare and proceed with the next steps in referral process (current and prospective clientele); provide feedback to supervisor and affected bank personnel.

Periodically Peronal Banker/Client Service Representative(s) may be asked to participate in the bank's business development activites, represent the bank in industry and professional associations, community organizations, local business groups, etc., and promote the bank's favorable image.

NON-ESSENTIAL DUTIES & RESONSIBILITIES (includes the following, other duties may be assigned):

Maintain educational and professional expertise through attendance at job related seminars, conferences, and workshops and involvement in professional, civic, and community groups.

SUPERVISORY RESPONSIBILITIES:

None

QUALIFICATIONS:

Must have a professional presentation; must be a self-starter, be punctual and reliable. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:

High school diploma or general education degree (GED) is required.

Possess a minimum of at least three months cash handling or other related work experience.

LANGUAGE SKILLS:

Ability to read and comprehend simple instructions, short correspondence, and memos; Ability to write simple correspondence; Ability to effectively present information in one-on-one and small group situations to clients and other employees of the organization; Must possess good communication skills.

MATHEMATICAL SKILLS:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

REASONING ABILITY:

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions; Ability to deal with problems involving a few concrete variables in standardized situations.

OTHER SKILLS AND ABILITIES:

Use of bank software and programs and other utilized web sites as needed. Operate office and bank equipment (e.g. personal computer and printer, 10-key calculator, typewriter, telephone, fax machine, copier, document scanner, television and VCR, check encoder, coin machine, currency counter, paper cutter, hole punch, dolly, safe deposit timer, vault timer, security system, etc.); Basic CRT inquiry.

KEY CONTACTS--INTERNAL AND EXTERNAL:

Has frequent contact with all departments. Has constant contact with clients and vendors.

CERTIFICATIONS, LICENSES, REGISTRATIONS:

Must possess a valid driver's license

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an emplyee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to stand; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; and talk or hear. The employee is occasionally required to walk and sit. The employee must frequnetly lift and/or move up to 25 - 50 pounds. Specific vision abilities required by this job include close vision, and distance vision.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

COMMENTS:

Position may require occasional travel to various locations for job related business. May require work outside of normal business hours, including weekends.

 

Please visit the bank
or call 701-664-3338
to inquire about this position.

The Bank of Tioga is an Equal Opportunity Employer