Customer Service Representative

Description: The Customer Service Representative (CSR) handles routine transactions for customers such as cashing checks, accepting deposits and loan payments, has the responsibility for opening and servicing all types of deposit accounts, and for promoting other bank services.
· Assist new and existing customers through needs-based conversations and provide appropriate solutions to meet their needs.
· Perform all duties within the compliance of the Bank's policies and procedures.
· The CSR position is under the direction and supervision of the Branch Operations Manager.
· Enhances customer relationships by understanding all of the Bank's products and services, initiating conversations to identify customer needs and recommending product and service solutions to match those needs, including referrals to other lines of business.
· Performs customer transactions such as the accepting of deposits and payments, disbursing of cash, issuing of official checks, preparing of currency transaction reports and placing stop payments.
· Performs all duties associated with opening, maintaining and closing all types of customer deposit accounts and assisting with optional account services, including stop payments, wire transfers, check orders and debit card requests.
· Develops and maintains knowledge of bank products and services.
· Participates in sales outreach strategies including outbound calling to achieve individual and team goals for deposit growth and referrals to our business line partners.
· Represents and participates in community events sponsored by the Bank.
· Make a concentrated effort to solve customer concerns, issues and problems.
· Maintains proficiency in digital channel technology and possesses the ability to educate customers.
· Identifies risk and escalate concerns through proper channels.
· Maintains security of cash drawer.
· Adheres to all bank and regulatory policies and procedures specific to position.
· Performs other duties as assigned.
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position.
Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.
To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently.
Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others.
Requirements: HS Diploma or GED required 3 years of related experience required Teller experience (Preferred) Strong interpersonal skills with ability to build relationships Excellent customer service skills Strong oral and written communication skills Competence to exercise sound business judgement Proficient computer skills Capability to handle multiple tasks with attention to detail Ability to work independently or as a member of a team The requirements listed in this document are the minimum levels of knowledge, skills, or abilities.
This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
It is the policy of Powell Valley National Bank to take affirmative action in equal employment opportunities to all qualified persons without regard to race, color, religion, sex, national origin, age, martial status, genetic information, disability, or protected veteran status.