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Customer Service Associate - Banking Job Description

 

 

 

Job Summary:

The Customer Service Associate - Banking will be responsible for developing the skills necessary to deliver high quality customer service through efficient and accurate handling of over the counter transactions in compliance with all bank policies.  

Job Description:

The Customer Service Associate - Banking will perform all or some of the following Job description:

  • Deliver accurate, quick and efficient customer service by performing standard debit, credit and product transactions while maintaining a balance between transaction time and customer need

  • Answer routine inquiries by customers and refer high level inquiries to appropriate staff

  • Maintain the appropriate inventory level of cash, forms and supplies for their station

  • Depending upon experience, assist in preparation of weekly and monthly inventory, tracking and other operational reports

  • Utilize branch technology and systems effectively

  • Recognize customer needs and opportunities

  • Refer customers to appropriate staff for product sales or problem resolution

  • Accurately present account information in accordance with knowledge of bank products

  • Create awareness of products and services

  • Prepare the proper daily set up and balancing of a cash box

  • Perform the accurate balance of daily work and prepare required forms and various clerical work within bank procedures, policies and applicable regulations

  • Provide general clerical assistance to the branch as needed. 

Minimum Requirements / Knowledge / Skill For Customer Service Associate - Banking Job

  • Knowledge of computer preferred
  • 0-2 years relevant experience
  • Detail oriented with the ability to handle confidential and sensitive information
  • Familiarity with bank products and services
  • Strong communication and interpersonal skills
  • Flexibility to respond to multiple ad hoc assignments or situations
  • Proven ability to work effectively under time constraints while maintaining a high accuracy level.  

Minimum Education Requirements / Certification / Licensure For Customer Service Associate - Banking Job

  • High School diploma or equivalency.



 

 

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