• Customer Service Representative I

    CorTrust Bank
    Job Description


    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 signature; 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.
    • 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
    • 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

    • Extensive cash handling and customer service experience
    • Possesses a 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 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
    We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law
    Contact Information
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