Customer Service Representative I

Position Summary: Receives and disburses money and keeps records of money and negotiable instruments involved in financial transactions by performing the following duties.

Responsibilities and Accountabilities:

  • Receives checks and cash for deposit, verifies amount, and examines checks for endorsements and authenticity
  • Cashes checks and disburse cash after verification of signatures and customer balances.
  • Enters customers' transactions into computer to record transactions, and issues computer generated receipts.
  • Orders daily supply of cash with vault teller and verifies all incoming and outgoing cash.
  • Balances currency and coin, in cash drawer at the end of their shift and compares totaled amounts with amount shown in Integrated Teller.
  • Explains, promotes, or sells products or services such as gift cards, cashier's checks, and check orders
  • Understands the different accounts, products, and services offered at the bank.
  • Balances ATM, processes night deposit bags and deposit by mail, prepares change orders
  • Accepts loan, mortgage and other payments (including utilities)
  • Perform error resolution within customer transactions and account activity

Competencies:

  • Customer Service
  • Time Management
  • Detail Orientation

See also

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