Description

Customer Service Representative

Banking 1, Role A

• Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks; answering questions in person or on telephone; referring to other bank services.
• Records transactions by logging cashier's checks and other special services; preparing currency transaction reports.
• Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative.
• Completes special requests by closing accounts; taking orders for checks; opening and closing club accounts; exchanging foreign currencies; providing special statements, copies, and referrals; completing safe-deposit box procedures.
• Reconciles cash drawer by proving cash transactions; counting and packaging currency and coins; reconciling transactions; turning in excess cash and mutilated currency to supervisor; maintaining supply of cash and currency.
• Complies with bank operations and security procedures by participating in all dual-control functions; maintaining customer traffic surveys; auditing other tellers' currency.
• Maintains customer confidence and protects bank operations by keeping information confidential.
• Contributes to team effort by accomplishing related results as needed.  

Minimum Qualifications:

Prior banking, cash handling or accounting experience preferred.

Prior experience in a banking environment preferred but not mandatory.

Superior customer service & attention to detail. 

Excellent communication skills.

Customer oriented approach to handling problems.

Specialized training in related field desired.

General math/finance skills. 

Computer and documentation skills.

Cross selling to customer needs. 

Eligibility requirements may differ for each benefit or program.

National Cooperative Bank, N.A. is an Equal Employment Opportunity Employer (EOE/AA)