Customer Service Representative I - Mound, MN

Job Title Customer Service Representative I - Mound, MN
Reports To VP/Branch Manager
Location Mound, MN
Classification Non-exempt Full Time
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The Customer Service Representative (CSR) provides prompt, efficient, and friendly service to customers, involving receipt and disbursement of cash. This person will recognize customers' needs and make appropriate suggestions for other Bank services. The ideal candidate will follow the established policies and procedures for this area in accordance with the bank and the supervisor's direction.

Primary Duties

  • Greet and direct customers answer phone inquiries, providing excellent customer service in all cases.
  • Accept checks for cashing, accept deposits, verify cash and endorsements, make change, and issue receipts.
  • Receive savings deposits, pay withdrawals after verifying balance and signature; redeem U.S. Savings Bonds.
  • Open new deposit accounts, personal, business, fiduciary trust and estate, using thorough product knowledge to assist customers, businesses and entities in their selection. Cross-sell other Bank products and services such as online banking, mobile banking, pop money, e-statements, business cash management, etc.
  • Count, verify and package cash and coin.
  • Process the night deposits and mail in deposits under dual control and log information.
  • Receive mortgage, credit card and loan payments. Process credit card cash advances.
  • Understand holds on accounts for uncollected funds and place holds as needed.
  • Process incoming domestic wires.
  • Perform various balancing functions, including cash drawer and ATM. Report any discrepancies to Lead CSR, and Branch Manager, as appropriate.
  • Sell money orders, official checks, gift cards and other Bank services to meet customer needs.
  • Possess up-to-date knowledge of all Bank services, i.e. explain various services available such as CD’s, IRA’s, Safe Deposit Boxes and Money Orders and assist customers in selecting appropriate services for them, i.e. debit cards, online banking, bill pay, e-statements, etc.
  • Make referrals for Credit Cards, Loans, Wealth Management, CorTrust Mortgage and CorInsurance, as appropriate.
  • Read and understand the CorTrust Teller and New Account Manuals, and adhere to guidelines. Learn and understand regulations and compliance requirements. Successfully complete assigned BAI courses by designated due dates.
  • Other duties, responsibilities, and activities may change or be assigned at any time with or without notice.

Skills Required

  • Extensive cash handling and customer service experience
  • Possesses combination of education and experience to perform primary duties of position
  • Adaptable to system, process, product, and service changes
  • Effective and efficient planning, organizational, technological, and time management skills
  • Ability to demonstrate organizational commitment through advocacy in the community, customer experience, and co-worker relationships
  • Ability to reason, problem solve, and think critically
  • Ability to effectively convey thoughts, ideas, and information clearly and concisely
  • Possesses strong understanding of financial services
  • Demonstrates high level of integrity, personal diplomacy, and ability to foster culture of mutual respect
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