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Bank of Utah · 1 day ago

Customer Service Representative

South Ogden, UT

Full-time

Onsite

New Grad, Entry Level

Bank of Utah is one of Utah’s largest privately owned community banks, recognized for its commitment to community and customer service. The Customer Service Representative is responsible for establishing strong relationships with customers, providing financial solutions, and ensuring a great customer experience while adhering to banking regulations and policies.

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Culture & Values

Responsibilities

Promotes, represents and welcomes current and potential customers, employees and vendors to the bank in a professional and inviting manner

Develop a strong, value-added relationship with current and prospective customers by engaging in conversations that uncover their current and future financial needs. Provide solutions to ensure the customer feels understood, informed and confident in the bank and products/services offered

Leads and encourages a positive working environment with a can-do attitude, which fosters our Cultural Beliefs

Proficiently performs routine, basic and complex transactions and tasks including but not limited to:

Accept and process deposits, withdrawals, transfers, check cashing, loan payments and advances

Maintain proper cash levels and keeps cash secure at all times. Accurately balances cash drawer and vault and reports variations in accordance with bank policy

Process daily branch capture, verifying accuracy of scanned documents to minimize non-posts

Collects information for outgoing wire transfers up to specified limit

Basic account maintenance including address changes holds, and stop pays

Open and Close all depository accounts including but not limited to: IRA, HSA, Business and Consumer accounts. Ensure proper Customer Identification (CIP) and Bank Secrecy (BSA) procedures are appropriately followed

Completes required reports timely and accurately (including UAR and CTR)

Expert knowledge of Bank of Utah’s depository products accounts, apps and online services along with a strong understanding of bank’s products and services. Promote and refer other bank products/services to customers and convert service opportunities to sales when appropriate

Proactively seek solutions to customer service and efficiency issues. Troubleshoot online and mobile banking issues. Service customer accounts and requests accurately in accordance with bank policy and procedure

Maintain comprehensive and up to date knowledge of banking regulations related to assigned job function. Complete required compliance and job specific training

Actively participate in meetings, individual and group feedback/training sessions

Quality, accuracy, reliability, friendliness, thoroughness and timeliness of services provided to internal and external customers

Understands and adheres to Bank policies and procedures

Ability to earn the trust and respect of customers and co-workers

Exhibits professional workplace appearance and conduct

Keeps bank, customer, and employee information confidential

Participates in training and appropriate professional development

Reliability in reporting to work regularly and on time

Informs customers and potential customers of additional Bank services when appropriate