Customer Service Representative
Job description
Role:
Assist customers with a wide variety of services and advise as to how to best utilize company products and services in order to meet personal financial goals and provide the highest quality customer service.
Essential Functions & Responsibilities:
Open various new accounts, process necessary information and educate the customers as to the services/products available as a result i.e. Visa Check Card, Online Banking, ATM, etc. Assist customers with the opening of CD's and educate customers regarding associated earnings, penalties, etc. Open and maintain IRA accounts including closing, transfers and rollovers.
Receive and process customer financial transactions, including deposits, withdrawals and loan payments; sell cashier checks to customers; transfer amounts from customer accounts as directed. Balance cash drawer daily to assure accuracy in transactions and notifies supervisor regarding any outages
Assure that appropriate records are maintained and required reports are prepared and/or reviewed.
Process wire transfers per instructions from customers, verifies information, and performs call back verifications as required by policy. Processes incoming wire transfers verifying information as necessary prior to posting.
Use every customer contact as an opportunity to cross-sell the bank's products and services.
Comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Other duties as assigned.
Education: A high school education or GED.
Experience: One year to three years of similar or related experience.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Remote Work Eligible: No
Work Location: Fort Morgan, CO
Benefits:
Heath Insurance
Dental Insurance
401(k) plus company match
Life Insurance
Long Term Disability Insurance
Flexible Spending Account
Paid days off
Holiday Pay
Job Type: Full-time
Pay: $35,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- On-the-job training
- Paid time off
- Vision insurance
Experience level:
- 1 year
Shift:
- Day shift
Weekly day range:
- Monday to Friday
Work setting:
- In-person
- Office
Ability to commute/relocate:
- Fort Morgan, CO 80701: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- Did you include a cover letter, resume, and references? You will not be considered for the position if you do not include ALL items requested.
Work Location: In person
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