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First United Bank Customer Service Representative in Rugby, North Dakota

[**[DESCRIPTION:[ Customer Service Representative

[[DEPARTMENT:[ Customer Service [ [[REPORTS TO:[ Market President

[**[SUMMARY: [Under supervision, the CSR is to promote and sell bank services and perform basic teller duties using well defined banking procedures to give our customers the best service available.

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  • Exhibits exceptional customer service skills and the ability to develop and maintain productive relationships with team members and customers.
  • Open and close all types of accounts.
  • Answers basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations, and consumer privacy policies.
  • Perform various bank transactions such as accepting deposits and loan payments, cashing checks and processing withdrawals.
  • Suggest products and services that can help customers.
  • Address customer inquiresand solve their problems.
  • Assist customers to help them find relevant and required information.
  • Actively work toward maintaining customer relations and satisfaction.
  • Cross-sell other products and services.
  • Actively be aware of fraudulent practices and manage any risks that may arise.
  • Ensure regulations and policies are upheld to the highest standard.
  • Order checks and answer related questions.
  • Maintain customer records by updating account information.
  • Assist customers in Canadian exchange.
  • Process night deposits and mail deposits.
  • Report large currency transactions as required by regulation.
  • Attend all CSR training meetings and Compliance meetings.
  • Direct customers to specific areas of the bank to receive the service they request.
  • Accountable for cash drawer; locking cash drawer; balancing currency, coin, and checks in cash drawer at end of shift; and reporting any discrepancies to supervisor.
  • Responsible for following retention procedures.
  • Assist customers with debit card related questions, reorders, and account research.
  • Completing end of day procedures and closing processes.
  • Additional duties may be assigned from time to time which are deemed to be within the employee's capabilities.

[[CORE RESPONSIBILITIES: ]{calibri=""}]{new="" roman="" times=""}

Attention to detail.

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