First Bank
  • 22-May-2018 to 21-Jul-2018 (EST)
  • Sanford
  • Sanford, NC, USA
  • Hourly
  • Full Time

Comprehensive Medical, Dental, Vision Insurance. 401k Plan with generous Employer Match, Short and Long-term Disability Insurance. Employer provided Life and Accidental Health and Dismemberment Insurance, Voluntary Supplemental Life Insurance coverage, Health Care and Dependent Care Flexible Spending Accounts, Paid Vacation, Paid Time Off, Family-oriented culture that values work/life balance.


POSITION SUMMARY

The position of Branch Customer Service Representative II (CSR II) is responsible for processing all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Incumbents in this position possess 3-5 years of CSR experience.

ESSENTIAL FUNCTIONS

 

  • Assists consumer and business customers in their selection of various accounts, products and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.
  • Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation.
  • Performs work that affects business operations to a substantial degree by making decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); checks credit history; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts, money markets, IRA's and certificates of deposit for processing.
  • Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority.
  • May represent the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business.
  • Provides effective customer service by answering customer questions; investigates and corrects errors; and resolves problems or other issues.
  • Has authority to formulate, affect, interpret, or implement management policies and/or operating practices.
  • Issues official checks, traveler's checks and gift cards.
  • Performs safe deposit duties by opening accounts, opening boxes, controlling access, assisting customers and processing affiliated reports.
  • Receives and processes stop payment and hold orders.
  • Performs account maintenance on a variety of accounts.
  • Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures.
  • Process non-post report for manager approval, processes credit reports, wire transfers, credit card orders, address changes, check and deposit slip orders, and endorsement stamp orders.
  • Records, files, updates information and sorts mail or reports as required.
  • Gathers data and processes various reports.
  • Review NSF & overdraft reports, and other reports as assigned.
  • Answers telephones and directs callers to proper Bank personnel.
  • Processes DDA lines of credit and debit card applications, card ordering and file maintenance.
  • May assist in opening and closing the vault daily; assists in balancing vault currency and coin.
  • Cross-trains less experienced branch personnel.
  • Type's routine letters, reports and forms.
  • Maintains files, copies and faxes documents, and orders and distributes supplies.
  • Completes annual compliance courses.

ADDITIONAL RESPONSIBILITIES

  • Adheres specifically to all corporate policies and procedures.  Also adheres to Federal and State regulations and laws including the Bank Secrecy Act.
  • Performs additional duties and responsibilities as directed.

GENERAL QUALIFICATIONS

Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

  • High school diploma or general education degree (GED); or the equivalent combination of education and experience.
  • Work related experience could consist of reception or secretarial duties in a business environment.
  • Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
  • Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures.
  • Excellent organizational and time management skills ability to work with minimal supervision.
  • Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs.
  • Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel.

Physical Demands/Work Environment: Vision, hearing and speech are required. Individual must have the ability to work with detailed information in a concentrated manner.

The environment for this position is an open office that is mostly clean and comfortable. It may include some minor annoyances such as noise, odors, drafts, etc. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will.

The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to approximately 25 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.

The incumbent for this position may operate any or all of the following: telephone, copy and fax machines, adding machine (calculator), typewriter, computer terminal, personal computer, TCD, TCR, ATM, branch capture machine, and related printers.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

 

Mental Requirements: Vision, hearing, and speech are required. Individual must have the ability to work with detailed information in a concentrated manner. The ability to utilize the computer and/or calculator is necessary. Must have reliable transportation and a valid driver's license is preferred.

The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, training, multiple concurrent tasks, and constant interruptions.

First Bank
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