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Customer Service Representative

Customer Service Representative

Midstates BankHarlan, IA, USA
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Job Purpose :

Under general supervision, and in compliance with established policies and procedures, this position performs a broad variety of customer services and cross-selling of bank products and services. The CSR will perform assigned duties in accordance to Midstates Bank's Core Values and will adhere to the Quality Service Standards.

Essential Functions :

  • Provides account services to customers by receiving deposits; cashing checks, issuing savings withdrawals; processing night and mail deposits; selling cashier's checks, and money orders; redeeming US savings bonds. Includes handling inquiries and problem solving for customers.
  • Records transactions by logging cashier's checks, and other special services; obtains the necessary information to complete 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.
  • Performs account opening and closing duties for consumer and business customers including checking, savings, CDs, HSAs, other product types; provides ongoing support of these products.
  • Completes special requests by closing accounts; taking orders for checks; providing special statements, copies, faxes, and referrals; completing safe-deposit box procedures.
  • Reconciles cash drawer by proving cash transactions; counting and packaging currency and coins; turning in excess cash and mutilated currency to teller manager; maintaining supply of cash and currency.
  • Complies with bank operations and security procedures by participating in all dual-control functions; assisting in certification of proof.
  • Maintains customer confidence and protects bank operations by keeping information confidential.
  • Contributes to team effort by accomplishing related results as needed.
  • Willing to travel to other locations to cover staffing as needed.
  • Participate in civic activities to promote growth and development of the community and a positive image for the bank.
  • Other duties as assigned.

Skills / Qualifications : Customer Service, Attention to Detail, General Math Skills, Positive Communication, Integrity, Selling to Customer Needs, People Skills, Microsoft Windows and Office, Jack Henry SilverLake software.

Education : HS Diploma or equivalent

Experience : Cash handling experience; customer facing experience

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Customer Service Representative • Harlan, IA, USA

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