Customer Service Representative 1 or 2


Job Details

**Location:** Laytonville, CA

* Regular and predictable attendance and punctuality.

* Greet and welcome customers to the Bank in a courteous, professional and timely manner, providing prompt, accurate and efficient transactions within established Bank policies and procedures.

* Cash checks and pay out amounts after verifying that signatures are correct, that written and numerical amounts agree and that accounts have sufficient funds.

* Receive checks and cash for deposit after verifying amounts and checking accuracy of deposit slips.

* Examine checks for proper endorsements and to verify other information such as dates, bank names, proper identification and general legality of the documents.

* Enter customer transactions into the computer to record transactions and issue receipts, obtaining supervisor approval for all transactions over established limits.

* Accurately balance currency and coin in assigned cash drawer at the end of each shift. Maintain this accuracy within established CSR Performance Standards.

* Adhere to cash control, loss prevention and Bank audit requirements.

* Receive consumer, mortgage and other loan payments. Properly post these payments to the computer and issue a receipt.

* Sell negotiable instruments and cashiers checks according to Bank Secrecy Act procedures.

* Process additional transactions including General Ledger debits and credits, miscellaneous payments, stop payments, telephone transfers, account closures, and address changes.

* Prepare work for proof capture and operate Branch capture device.

* Process foreign items.

* Complete requests for Domestic and Foreign wires

* Buy and sell Foreign currency.

* Verify cash advances and negotiable instruments at the end of the business day.

* Service ATMs as applicable.

* Redeem Savings Bonds.

* Prepare Hold Notices with supervisory assistance.

* Serve as dual custodian to process night deposits.

* Must be able to travel to other branches, as assigned.

* Adhere to agreed-upon service standards

* Return phone calls and e-mails the same day, or at maximum, within 24 hours.

* Adhere to goals set by the bank

* Other duties as assigned.

* High School Diploma or General Education Degree (GED) required.

* Six months experience in both customer service and cash handling required.

* Ability to read and interpret documents such as safety rules, operating instructions, procedure manuals, policies and memorandums.

* Ability to write routine correspondence and communicate effectively and tactfully, orally and in writing with employees, customers, vendors and management.

* Must possess the ability to speak clearly so others can understand.

* Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.

* Bilingual skills desirable.

* Familiarity with 10-key pad.

* Familiarity with Windows-based computer required. Previous experience with the Microsoft Office suite and banking-related software preferred.

* **Evaluating Information to Determine Compliance with Standards** Using relevant information and individual judgment to determine whether transactions, events or processes within scope of authority comply with laws, regulations or Bank standards.

* **Working Directly with the Public** Ability to deal directly, face-to-face and on the phone with the public, following the Banks Customer Service Standards.

* **Establishing and Maintaining Interpersonal Relationships** Developing constructive and cooperative working relationships with others and maintaining them over time.

* **Exhibits energetic and professional customer-centric service to customers**.

* Regular and predictable attendance and punctuality.

* Greet and welcome customers to the Bank in a courteous, professional and timely manner, providing prompt, accurate and efficient transactions within established Bank policies and procedures.

* Cash checks and pay out amounts after verifying that signatures are correct, that written and numerical amounts agree and that accounts have sufficient funds.

* Receive checks and cash for deposit after verifying amounts and checking accuracy of deposit slips.

* Examine checks for proper endorsements and to verify other information such as dates, bank names, proper identification and general legality of the documents.

* Enter customer transactions into the computer to record transactions and issue receipts, obtaining supervisor approval for all transactions over established limits.

* Accurately balance currency and coin in assigned cash drawer at the end of each shift. Maintain this accuracy within established CSR Performance Standards.

* Adhere to cash control, loss prevention and Bank audit requirements.

* Receive consumer, mortgage and other loan payments. Properly post these payments to the computer and issue a receipt.

* Sell negotiable instruments and cashiers checks according to Bank Secrecy Act procedures.

* Process additional transactions including General Ledger debits and credits, miscellaneous payments, stop payments, telephone transfers, account closures, and address changes.

* Prepare work for proof capture and operate Branch capture device.

* Process foreign items.

* Complete requests for Domestic and Foreign wires

* Buy and sell Foreign currency

* Verify cash advances and negotiable instruments at the end of the business day.

* Service ATMs as applicable.

* Prepare Hold Notices.

* Serve as dual custodian to process night deposits.

* Perform all X-Box and Vault duties, including incoming and outgoing cash shipments.

* Open and close safe deposit boxes, as applicable to Branch.

* Establish Night Depository agreements, as applicable to Branch.

* Process counterfeit bills and send to appropriate governmental agencies.

* Order supplies.

* Redeem Savings Bonds.

* Process incoming and outgoing cash shipments.

* Open new accounts

* Order and maintenance Debit cards, as applicable to Branch.

* Must be able to travel to other branches, as assigned.

* Adhere to agreed-upon service standards

* Return phone calls and e-mails the same day, or at maximum, within 24 hours.

* Adhere to goals set by the bank.

* Other duties as assigned.

* High School Diploma or General Education Degree (GED) required.

* One year as a Customer Service Representative in a banking environment responsible for teller work and new accounts or two years-experience in retail that includes both cash handling and customer service required.

* Ability to read and interpret documents such as safety rules, operating instructions, procedure manuals, policies and memorandums.

* Ability to write routine correspondence and communicate effectively and tactfully, orally and in writing with employees, customers, vendors and management.

* Must possess the ability to speak clearly so others can understand.

* Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.

* Bilingual skills desirable.

* Familiarity with 10-key pad.

* Familiarity with Windows-based computer required. Previous experience with the Microsoft Office suite and banking-related software preferred.

* **Evaluating Information to Determine Compliance with Standards** Using relevant information and individual judgment to determine whether transactions, events or processes within scope of authority comply with laws, regulations or Bank standards.

* **Working Directly with the Public** Ability to deal directly, face-to-face and on the phone with the public, maintaining the Banks Customer Service Standards.

* **Establishing and Maintaining Interpersonal Relationships** Developing constructive and cooperative working relationships with others and maintaining them over time.

* **Exhibits energetic and professional customer-centric service to customers**.





 Savings Bank

 04/27/2024

 All cities,CA