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Unified Bank · 6 hours ago

Customer Service Representative

Glouster, OH

Full-time

Onsite

New Grad, Entry Level

Unified Bank is dedicated to creating better lives and futures for the communities they serve. They are seeking a Customer Service Representative responsible for providing exceptional service, processing bank transactions, and recommending products to customers.

BankingFinanceFinancial Services

Responsibilities

Conducts self according to the UNIFIED Way

Provides warm, friendly, courteous, helpful service to our customers by processing Bank transactions in an accurate and timely manner. Continuously utilizes the Acknowledgement Rule, the Two Ring Rule and the Sundown Rule with customers. Consistently greets each Customer with eye contact and smile, and thanks Customer at the end of the transaction

Regularly attempts to cross sell other products by (a) asking for the business, (b) being alert to Customer needs through listening skills, and (c) suggesting products that would be of benefit to our Customers. Handles the product follow-up to Customers or refers to the appropriate department for follow-up

Receives commercial/personal checking/savings deposits and loan payments; verifies cash, endorsements, and post and stale dates; Enters all information into the Bank’s computer system before issuing a receipt

Cashes and processes checks in accordance with the Check Cashing Policy

Sells cashier’s checks, and cash advances in accordance with procedures

Accurately maintains cash/coin drawer to ensure daily balancing in accordance with all policies and procedures

Attends vault to process teller transactions, order money, monitor cash limits, and to ensures an accurate daily balance

Assists with ATM maintenance and balances ATM on a weekly basis, if applicable

If applicable to the branch, assists Customers to and from safe deposit boxes and obtains proper signatures

Scans, proofs, and balances all transaction items as needed

Maintains Customer information files and file paperwork as needed

Answers incoming phone calls and makes outgoing phone calls for customer follow-up, marketing, and sales purposes

Processes check orders through the Bank’s check vendor ordering system

Responsible for opening and closing savings and checking accounts, CD’s, IRA’s, and safe deposit boxes in accordance with Bank policy and procedures

Participates in Community Service Events when appropriate

Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank’s compliance with all regulatory requirements, including, but not limited to the Bank Secrecy Act, the Community Reinvestment Act (CRA), Equal Credit Opportunity Act, Lending Regulations, Deposit Regulations, etc

Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place

Performs other related duties as assigned

Qualification

Cash handling experienceCustomer service experienceBusiness communication skillsGeneral computer skillsMicrosoft OfficeProficient typing skillsOrganizational skills