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Bank of Bird-in-Hand · 1 month ago

Float Customer Service Representative I

Lykens, PA

Full-time

Onsite

Entry Level

2+ years exp

Bank of Bird-in-Hand is a financial institution seeking a Float Customer Service Representative I. This role is responsible for assisting customers with account openings, processing requests, and providing customer support across multiple branch locations.

BankingFinancial ServicesService Industry

Responsibilities

Assist customers with opening all types of deposit accounts. This position requires strong personal skills, attention to detail, and knowledge of the features and benefits of the banks deposit products and services. Also requires knowledge of compliance requirements related to the account opening process and the ability to follow proper procedures

Assist customers with routine account-related requests such as: funds transfers, automatic funds transfers (AFTs), stop payments, inquiries about bank deposit products and service charges, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, and check verification requests by third parties

Research and resolve customer problems, acting as the customer liaison between other bank departments when necessary

Research customer questions regarding electronic funds transfers and initiate 'Reg E' disputes when appropriate, including the completion of all necessary documents and affidavits

Cross-sell bank products and services based on customer needs in accordance with the bank's program standards

Relate customer requests for service charge rebates to the supervisor

Verify information on ATM/debit card applications to the information in customer database. Send exceptions to deposit operations for corrections

Update the system with messages regarding ATM/debit cards and service charge rebates

May assist customers with balancing their checkbooks

Perform customer requested research, including printing statements and check copies

Input, maintain and/or delete ATM and debit cards within system

Transfer funds to cover customer overdrafts as directed by bank operations

Distribute to customers and properly log all 'hold statements' and check orders held by the bank

Escort appropriate bank personnel into the vault and maintain dual control for safekeeping access and official check and ATM card requisition

Contact customers to obtain necessary signatures on items with missing or irregular signatures

Perform teller duties as needed

Adheres to all internal policies, procedures, and practices of the Bank

Travel between branch locations as frequently as daily as well as for professional development

Accurately and independently count currency

Perform other duties as required

Qualification

Customer service experienceMicrosoft OfficeMicrosoft TeamsWritten communicationVerbal communication

Required

High School Diploma or equivalent required

2+ years of customer service experience

Experience using computer programs such as Microsoft Office and Microsoft Teams

Excellent written and verbal communication skills

Valid driver's license

Company

Bank of Bird-in-Hand

In 2013, we realized a need in the Lancaster County community for a different banking experience – one that focuses on relationships rather than transactions, one that was willing to go off the beaten path to meet its customers’ needs.

Founded in 2013

Bird In Hand, Pennsylvania, USA

51-200 employees