Customer Service Representative I - Delano

Job Title Customer Service Representative I - Delano
Reports To Branch Manager
Location Delano, MN
Classification Non-Exempt Full Time
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Our first line of contact for our customers, Customer Service Representatives (CSR) provide prompt, efficient, and friendly service to customers involving receipt and disbursement of cash. Recognize customers' needs and make suggestions appropriate to the Bank's services. 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, while providing excellent customer service in all situations
  • Accept checks for cashing, accept deposits, verify cash and endorsements, make change and issue receipts
  • Receive savings deposits, pay withdrawals and verifying balance and sigature; redeem U.S. Savings Bonds
  • Count, verify and package cash and coin
  • Process night deposits and mail in deposits under dual control and log information
  • Receive mortgage, credit card and loan payments. Process credit card cash advances.
  • 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, eStatements, business cash management, etc.
  • 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 to customers
  • 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, and CorTrust Mortgage, as appropriate
  • Read and understand the CorTrust Teller Manual and adhere to its 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

  • 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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