Customer Service Representative I jobs in United States
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Bank of Bird-in-Hand · 3 hours ago

Customer Service Representative I

Bank of Bird-in-Hand is seeking a Customer Service Representative I to handle various duties related to account processing and customer inquiries. The role involves assisting customers with opening accounts, cross-selling services, and providing support to branch personnel.

BankingFinancial ServicesService Industry

Responsibilities

Assist customers with opening all types of deposit accounts. This position requires strong personal skills, attention to detail, knowledge of the features and benefits of the banks deposit products and services
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 banks' 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 of their checkbooks
Perform customer requested research, including printing statement 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
10-15% travel between branches as necessary for professional development or staffing needs
Accurately and independently count currency
Perform other duties as required

Qualification

Customer service skillsAttention to detailBank productsCompliance knowledgeMathematical calculations

Required

High School Diploma or equivalent required
Reliable transportation
Authorization to work in the United States
Ability to read, write, and speak using the English language

Company

Bank of Bird-in-Hand

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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.

Funding

Current Stage
Growth Stage

Leadership Team

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diane mccracken, cissp
CISO/CTO
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Robert Fenwick
Chief Financial Officer
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Company data provided by crunchbase