Note: The job is a remote job and is open to candidates in USA. Unified Bank is dedicated to creating better lives and futures for the communities they serve. The Customer Service Representative is responsible for providing exceptional service, processing bank transactions accurately, and recommending products to customers.
Responsibilities
- Conducts self according to the UNIFIED Way
- Provides warm, friendly, courteous, helpful service to our customers by processing Bank transactions in an accurate and timely manner. Continuously utilizes the Acknowledgement Rule, the Two Ring Rule and the Sundown Rule with customers. Consistently greets each Customer with eye contact and smile, and thanks Customer at the end of the transaction
- Regularly attempts to cross sell other products by (a) asking for the business, (b) being alert to Customer needs through listening skills, and (c) suggesting products that would be of benefit to our Customers. Handles the product follow-up to Customers or refers to the appropriate department for follow-up
- Receives commercial/personal checking/savings deposits and loan payments; verifies cash, endorsements, and post and stale dates; Enters all information into the Bank’s computer system before issuing a receipt
- Cashes and processes checks in accordance with the Check Cashing Policy
- Sells cashier’s checks, and cash advances in accordance with procedures
- Accurately maintains cash/coin drawer to ensure daily balancing in accordance with all policies and procedures
- Attends vault to process teller transactions, order money, monitor cash limits, and to ensures an accurate daily balance
- Assists with ATM maintenance and balances ATM on a weekly basis, if applicable
- If applicable to the branch, assists Customers to and from safe deposit boxes and obtains proper signatures
- Scans, proofs, and balances all transaction items as needed
- Maintains Customer information files and file paperwork as needed
- Answers incoming phone calls and makes outgoing phone calls for customer follow-up, marketing, and sales purposes
- Processes check orders through the Bank’s check vendor ordering system
- Responsible for opening and closing savings and checking accounts, CD’s, IRA’s, and safe deposit boxes in accordance with Bank policy and procedures
- Participates in Community Service Events when appropriate
- Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank’s compliance with all regulatory requirements, including, but not limited to the Bank Secrecy Act, the Community Reinvestment Act (CRA), Equal Credit Opportunity Act, Lending Regulations, Deposit Regulations, etc
- Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
- Performs other related duties as assigned
Skills
- High School diploma or equivalency
- Prior cash handling experience
- Prior Customer service experience
- Excellent business communication skills, both verbal and written
- General computer skills
- Proficient typing skills
- Experience with Microsoft Office
- Strong organizational skills
Company Overview