Customer Service Representative


Job Details

** Customer Service Representative**

**Job Category****:** OH-Banking **Requisition Number****:** CUSTO01152 Showing 1 location **Job Details**

**Description**

Customer Service Representative

Banking 1, Role A

* Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks; answering questions in person or on telephone; referring to other bank services.

* Records transactions and other special services; preparing currency transaction reports, initiate and verify wire requests

* Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative

* Completes special requests by closing accounts; taking orders for checks; providing special statements, copies, completing safe-deposit box transactions

* Reconciles cash drawer; counting and packaging currency and coins; turning in excess cash and mutilated currency to supervisor; maintaining supply of cash and currency

* Imaging and QC of scanned documents

* Complies with bank operations and security procedures by participating in all dual-control functions; auditing other tellers' currency, balancing of vault, and coin sorter

* Maintains customer confidence and protects bank operations by keeping information confidential

* Contributes to team effort by accomplishing related results as needed in projects and assignments

* Continuing education on products and procedures as well as regulatory compliance training as it relates to teller duties

* Inform Branch Supervisor of any new or recurring customer or employee situation that needs attention

Minimum Qualifications:

* Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks; answering questions in person or on telephone; referring to other bank services.

* Records transactions and other special services; preparing currency transaction reports, initiate and verify wire requests

* Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative

* Completes special requests by closing accounts; taking orders for checks; providing special statements, copies, completing safe-deposit box transactions

* Reconciles cash drawer; counting and packaging currency and coins; turning in excess cash and mutilated currency to supervisor; maintaining supply of cash and currency

* Imaging and QC of scanned documents

* Complies with bank operations and security procedures by participating in all dual-control functions; auditing other tellers' currency, balancing of vault, and coin sorter

* Maintains customer confidence and protects bank operations by keeping information confidential

* Contributes to team effort by accomplishing related results as needed in projects and assignments

* Continuing education on products and procedures as well as regulatory compliance training as it relates to teller duties

* Inform Branch Supervisor of any new or recurring customer or employee situation that needs attention

Minimum Qualifications:

Prior banking, cash handling or accounting experience preferred

Prior experience in a banking environment preferred but not mandatory

Superior customer service & attention to detail

Excellent communication skills

Customer oriented approach to handling problems

Specialized training in related field desired

General math/finance skills

Computer and documentation skills

Cross selling to customer needs

*Eligibility requirements may differ for each benefit or program.*

*National Cooperative Bank, N.A. is an Equal Employment Opportunity Employer (EOE/AA)*

**Qualifications**

**Skills**

**Behaviors**

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**Motivations**

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**Education**

**Experience**

**Licenses & Certifications**





 National Cooperative Bank

 04/21/2024

 All cities,OH