Service Representative I jobs in United States
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Citizens Business Bank ยท 1 day ago

Service Representative I

Citizens Business Bank is seeking a Service Representative I to provide prompt, efficient, and friendly service to customers. The role involves handling various banking transactions, assisting customers with inquiries, and ensuring compliance with bank policies and procedures.

BankingFinancial Services

Responsibilities

Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job
Answers all incoming telephone calls and assists or directs callers
Takes messages
Greets Customers in person or on the telephone
Light filing
Inputs check orders
Input straight deposits, payments (no cash)
Process address changes
Call customers to verify checks, to assist in processing various reports
Contact customers on return items
Receives commercial and individual checking deposits, verifies endorsement, and issues receipts
Receives savings deposits
Places holds on accounts for uncollected funds according to Reg. CC
Receive loan payments, checks due dates, and assesses late charges when applicable
Accepts requests for purchase of U.S. Savings Bonds
Accepts and places stop payment requests, accepts check reorders, and address changes, distributes these to proper personnel for processing
Always keeps negotiable items secure and maintains a high level of safety for the Bank
Must be familiar with, and in compliance with, all banking regulations as applicable
Answer customer questions when necessary, always using the opportunities to cross-sell other bank services
Processes any of the following:
+ Incoming mail, courier, ATM, Night Drop and payments
+ Treasury tax (TT&L) and loan payments
+ Signature cards
+ Transfers
Performs miscellaneous duties requested by a supervisor relating to the Bank and its functions
Provide, present and promote The Citizens Experience to all external and internal customers
Other duties as assigned

Qualification

Customer service experienceCash handlingBanking regulations knowledgeMathematical skillsCommunication skills

Required

High school diploma or general education degree (GED)
Minimum of six months experience as a service representative in a financial institution
Six months experience with cash handling and customer service
Ability to read and comprehend simple instructions, short correspondence, and memos
Ability to write simple correspondence
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other associates of the organization
Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions
Ability to deal with problems involving a few concrete variables in standardized situations
Ability to talk or hear
Frequent requirement to stand, walk, use hands to finger, handle, or feel, reach with hands and arms, and stoop, kneel, crouch, or crawl
Occasional requirement to sit
Must frequently lift and/or move up to 25 pounds
Specific vision abilities required include close vision and distance vision

Benefits

Eligible for an annual bonus

Company

Citizens Business Bank

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Citizens Business Bank is a banking company that offers financial services to customers.

Funding

Current Stage
Public Company
Total Funding
unknown
1983-04-08IPO

Leadership Team

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David Brager
Chief Executive Officer
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Company data provided by crunchbase