FirstBank · 7 hours ago
Customer Service Representative
Waverly, IA
Full-time
Onsite
New Grad, Entry LevelFirst Bank is committed to providing exceptional service to its customers, and they are seeking a Customer Service Representative to interact with customers daily. The role involves processing transactions, building relationships with clients, and supporting the bank's overall sales efforts through referrals and account management.
BankingCustomer ServiceFinance
Responsibilities
Process monetary transactions for customers, such as cashing monetary instruments, making deposits, withdrawals, and payments for mortgage, consumer loans, etc
Create money orders, official checks, etc
Scan transactions into system for processing
Provide timely, courteous and professional customer service
Build appropriate relationships with customers to better understand their banking needs
Responsible for having an in depth understanding of transactional processes and retail bank products
Assist customers with resolution of account concerns and issues
Promptly and cheerfully answer phone calls and greet in a professional manner
Accurately process transactions evidenced by balancing daily
Ensure assigned cash drawer is kept secure at all times
Keep cash drawer within assigned drawer limits
Balance ATM, vault, etc. as assigned
Responsible for having at minimum a general understanding of all products the bank offers and presenting bank products as solutions to customers
Support the overall sales effort by referring customer to others within the bank for financial solutions
Participate in retail product campaigns the bank initiates
Open new accounts or close accounts for customers
Complete and submit maintenance requests on behalf of customer
Answer customer questions knowledgeably or take initiative to seek out answers on behalf of the customer
Work as one collective bank team and assist in other departments as needed
Understand and comply with the related laws and compliance regulations that pertain to the position including but not limited to bank secrecy act, confidentiality, privacy, and funds availability policy
Complete training as needed or required
Other duties as assigned
Qualification
Required
High school diploma or equivalent
Math skills
Basic computer skills
Confidentiality
Strong communication skills
Preferred
Prior experience in customer service
Benefits
Health insurance
Dental insurance
Vision insurance
Pre-tax flexible spending accounts
Group term life insurance
Dependent life insurance
Short and long-term disability
401k/ESOP with employer match
Paid holidays
Paid vacation time
Paid sick time
Wellness program
Company
FirstBank
FirstBank provides a range of financial services including personal, business, and digital banking products.
Founded in 1963
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-09-08Acquired
Leadership Team
Olusegun Alebiosu
Managing Director and CEO
Adam Sands
Chief Banking Officer
Recent News
2025-12-09
2025-11-23
Company data provided by crunchbase