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1st Security Bank of Washington · 4 hours ago

Customer Service Representative

Montesano, WA

Full-time

Onsite

Entry Level

1+ years exp

1st Security Bank of Washington is a highly rated institution known for its commitment to exceptional client experiences and community values. The Customer Service Representative is responsible for providing first line customer service, managing cash operations, and achieving referral goals while adhering to the bank's core values and protocols.

Finance

Culture & Values

Responsibilities

Must adhere to the Core Values of 1st Security Bank and demonstrate dependability and reliability in all aspects of the position

Must understand and adhere to the Bank’s Customer Service Protocols when greeting, meeting and interacting with customers

Must follow cash handling procedures and be effective and proficient in counting cash and making deposits for customers

Takes ownership of the customer experience by being present and willing to help

Helps achieve monthly branch goals and achieves referral goals to add value to our customers or prospective customers

Participates in customer calls for such tasks as CD maturity notifications, birthday greetings, marketing or call campaigns or other lists provided by management

Required to be fully knowledgeable and skilled in the areas of teller, vault, and safe deposit

Processes monetary transactions and balances cashbox daily

Receives and processes name and address changes and other account maintenance, as necessary

Researches and resolves customer complaints when necessary and assists other employees and departments whenever possible

Must know the features and benefits of 1st Security’s products and services

Must be able to multi-task and prioritize

Participates in branch operational and audit activities as assigned

Follows appropriate steps to ensure branch security

Adheres to 1st Security Bank policies and procedures

Supports management decisions and goals in a positive, professional manner and represents the bank with a high level of integrity

Travels to assigned 1st Security Bank locations as business needs require

Performs other duties as assigned

Qualification

Customer serviceCash handlingRegulationsMicrosoft OfficeMulti-taskingTeam playerProblem solving

Required

High school diploma or equivalent and at least one year experience within a financial institution

Requires a basic knowledge of all applicable regulations that pertain to this position

Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures and related programs

Must be bondable

Must adhere to the Core Values of 1st Security Bank and demonstrate dependability and reliability in all aspects of the position

Must understand and adhere to the Bank's Customer Service Protocols when greeting, meeting and interacting with customers

Must follow cash handling procedures and be effective and proficient in counting cash and making deposits for customers

Takes ownership of the customer experience by being present and willing to help

Helps achieve monthly branch goals and achieves referral goals to add value to our customers or prospective customers

Participates in customer calls for such tasks as CD maturity notifications, birthday greetings, marketing or call campaigns or other lists provided by management

Required to be fully knowledgeable and skilled in the areas of teller, vault, and safe deposit

Processes monetary transactions and balances cashbox daily

Receives and processes name and address changes and other account maintenance, as necessary

Researches and resolves customer complaints when necessary and assists other employees and departments whenever possible

Must know the features and benefits of 1st Security's products and services

Must be able to multi-task and prioritize

Participates in branch operational and audit activities as assigned

Follows appropriate steps to ensure branch security

Adheres to 1st Security Bank policies and procedures

Supports management decisions and goals in a positive, professional manner and represents the bank with a high level of integrity

Travels to assigned 1st Security Bank locations as business needs require

Performs other duties as assigned

To perform this job successfully, an individual should be proficient in Microsoft Office Products and other Database software

Benefits

Full medical, dental, and vision coverage for individual or family plan.

Life insurance.

Long-term disability insurance.

401K matching program.

Paid sick and vacation time.

Company

1st Security Bank of Washington

Headquartered in Mountlake Terrace, Washington, 1st Security Bank has been serving customers in King, Kitsap, Pierce, Lewis, Thurston, Grays Harbor, Snohomish, Clallam and Jefferson counties since 1936.

Founded in 1936

Mountlake Terrace, Washington, USA

201-500 employees