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DATE ADDED: Mon 08/10/2018

Customer Service Representative

Waterloo, USA


Job Description

Division / Department: Deposit

Job Title: Customer Service Representative

Reports to: Branch Manager

Level/Grade: Staff

Type of Position: Part-time

Hours per week: > 30


General Description

Customer Service Representatives are responsible for excellent customer service, attentiveness, information retention, strong communication and organizational skills. CSR’s must also have the ability to work in a fast-paced environment and under pressure, as needed, with a high degree of accuracy. Work is expected to be done according to established work flow, procedures, and regulations.

Position Requirements

  • Accept personal and/or commercial deposits, loan payments, cashing checks, processing checking and saving withdrawals
  • Record night and mail deposits
  • Provide products including Personal Money Orders, Cashier’s Checks and Bank Drafts
  • Process credit card/unemployment card cash advances
  • Prepare currency transaction reports and perform other BSA-related responsibilites
  • Maintain an adequate cash drawer at all times; this includes buying and selling currency from the vault as necessary.
  • Balance cash drawer in accordance with State Bank procedures and regulations
  • Answer customer inquiries and refer customers to the proper service area for issues that cannot be resolved at the teller line
  • Assist customers in accessing safe deposit boxes
  • Complete special requests such as closing accounts, taking check orders, providing special account statements, performing customers requested research
  • Assist customers with access to their online banking accounts
  • Balance the ATM when duty is assigned
  • Promote the bank’s products and services
  • Answer phones in a timely manner
  • Run work through the Carlar machine
  • Know when and what type of holds need to be applied (notify full time CRS to pull form), be able to explain hold to customer
  • Prepare stop payments to checks/EFTs
  • Sell state license plate renewal stickers
  • Prepare teller area, through light cleaning and stocking
  • Maintain the highest level of confidentiality with all information obtained
  • Complies with bank operations and security procedures by participating in dual-control functions
  • Represents State Bank in a manner that maintains and expands positive relations with all customers, potential customers, and co-workers.
  • May perform other duties as assigned.

Education Requirements

  • High School Diploma or GED.

  • Previous teller experience preferred but not required.

  • Demonstrated analytical, decision-making, and effective problem solving skills.

  • Must be competent in the use of personal computer systems, internet applications and electronic mail, and various windows based software applications.

  • Honor State Bank philosophies, policies and expectations regarding core values, customer service, human resource policies and code of conduct and ethics.

  • Demonstrate acceptable personal financial responsibility.

Physical Requirements

  • Reading and computer use is expected more than 50% of the time. Receiving detailed information verbally, in person and by telephone is essential.

  • Physical and mental ability to perform the essential functions of the job as listed.

  • Able to regularly stand or sit for prolonged periods of time.

  • Able to verbally communicate effectively with others.

  • Regular attendance is necessary and essential to this position.


This position will have no direct supervisory duties. This position reports directly to the Branch Manager.


Role: Customer Service Representative
Job Type:
Location: Waterloo,

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