Under the general supervision of the Customer Service Supervisor, the Customer Service Rep. welcomes and interviews prospective depositors, explaining the various forms of accounts available to them. Opens new accounts and outlines the Bank's rules and regulations covering transactions. The incumbent apprises depositors of the protection offered them through the Federal Deposit Insurance Corporation (FDIC) and cross-sells additional bank products and services to all new and existing depositors. Additionally, this role is responsible for verifying the signature of depositors when checks are presented to open new accounts and ensures that acceptable identification is presented in accordance with bank policy. Passbooks are accepted on a collection basis.
The Customer Service Rep. keeps on a current basis, records of incomplete, incorrect or outstanding signature cards authorizing withdrawals against accounts maintained in the name of organizations. Completes drafts, provides information on all new accounts and those that may be required, files new account documentation and CD renewal forms and checks new account computer related reports for accuracy. May be required to sell bank insurance products and performs related banking floor duties as assigned.
The Customer Service Rep. may be required to work weekends and/or extended hours and regular, reliable attendance is critical. The incumbent may also be required to work at neighboring branch locations.
Additional responsibilities include:
Periodically performing non-CSR clerical duties.
Willingness to be cross-trained in non-CSR functions.
Assisting in preparing various reports.
May assist in the opening and closing of the vault.
May assist with on-the-job training of newly-hired CSRs.
Periodically attending off-site training workshops.
High School Diploma/GED and 1+ years of retail banking customer service experience.
Comprehensive knowledge of all new account operations, which include the various types of accounts and services offered to the public and related departmental work.
Excellent communication, interpersonal and organizational skills.
Strong sales experience for marketing banking products.
Must be able to work on Saturdays and late on Thursdays.
Apple Bank offers Medical/Dental, 401k and Tuition Reimbursement to full time employees.
We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.