CorTrust Bank · 1 day ago
Customer Service Representative - Woodbury (Part Time)
CorTrust Bank is a community bank dedicated to delivering high quality customer service. The Customer Service Representative will support customers by engaging with them, processing teller transactions, and performing various administrative duties.
BankingFinanceFinancial ServicesPersonal Finance
Responsibilities
Communicate professionally and courteously with internal and external clients and adhere to phone etiquette policies
Respond to general inquiries and utilize knowledge of bank areas to properly direct calls and inquiries
Ask questions to recognize client needs, recommend products and services, and make referrals to our business partners when possible
Accurately complete general teller transactions such as cash and check deposits, check cashing, credit payments, withdrawals, and more
Demonstrate accurate cash handling and reporting, including balancing drawers and ATMs, filing Currency Transaction Reports (CTRs), and monitoring cash levels
Adhere to all CorTrust policies and handbooks, complete required security and regulatory training, and maintain customer privacy and confidentiality
Process reports, run proof work, and complete general ledger maintenance and reconciliation
Other duties as assigned
Qualification
Required
Communicate professionally and courteously with internal and external clients and adhere to phone etiquette policies
Respond to general inquiries and utilize knowledge of bank areas to properly direct calls and inquiries
Ask questions to recognize client needs, recommend products and services, and make referrals to our business partners when possible
Accurately complete general teller transactions such as cash and check deposits, check cashing, credit payments, withdrawals, and more
Demonstrate accurate cash handling and reporting, including balancing drawers and ATMs, filing Currency Transaction Reports (CTRs), and monitoring cash levels
Adhere to all CorTrust policies and handbooks, complete required security and regulatory training, and maintain customer privacy and confidentiality
Process reports, run proof work, and complete general ledger maintenance and reconciliation
Possesses a combination of education and experience to be able to perform the primary duties of this position with little supervision, managing multiple projects simultaneously
Adapt easily to system, process, product, and service changes
Reason, problem solve and think critically
Demonstrate a high level of integrity, personal diplomacy, and respect
Must be able and willing to abide by all Bank policies, procedures, and Federal banking regulations
Preferred
Knowledge of Federal banking regulations and industry workflow is a plus but isn't required
Benefits
Paid time off
Service awards
Community service opportunities
Company
CorTrust Bank
CorTrust Bank operates as a banking corporation serving the needs of individuals and businesses.
Funding
Current Stage
Growth StageTotal Funding
$9.32M2018-08-29Series Unknown· $9.32M
Recent News
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2024-04-09
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