Customer Service Representative - Blaine

Job Title Customer Service Representative - Blaine
Reports To VP/Branch Manager
Location Blaine, MN
Classification Non-Exempt Full-Time
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The Customer Service Representative provides prompt, efficient, and friendly service to customers, involving receipt and disbursement of cash, and recognizes customers' needs and makes suggestions appropriate to the Bank's 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, and answer phone inquiries, all while 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, as well as redeem U.S. Savings Bonds
  • 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, as well as 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, as well as 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, as well as assist customers in selecting appropriate services for them, i.e. credit cards, loans, wealth management, CorTrust Mortgage, and CorInsurance as appropriate
  • Make referrals for Credit Cards, Loans, Wealth Management, and CorTrust Mortgage, as appropriate
  • Read and understand the CorTrust Teller Manual and adhere to its guidelines, as well as 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

  • High School Diploma or equivalent
  • Cash handling and customer service experience
  • Strong communication, organizational, and computer skills
  • Good time management and accuracy
  • Successful completion of in-house training
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