Customer Service Representative
Unified Bank, Jewett, OH, United States
Customer Service Representative – Unified Bank
Join to apply for the
Customer Service Representative
role at
Unified Bank .
Base pay range: $13.00/hr - $16.00/hr.
Job Title:
Customer Service Representative
FLSA Status:
Non-Exempt
Department:
Retail Banking
Reports To:
Customer Experience Manager
Position Summary Responsible for creating better lives and futures for the people and communities that we proudly serve. Provides an exceptional UNIFIED experience, processes bank transactions, and recommends products and services to new and existing customers.
Essential Duties and Responsibilities
Conducts self according to the UNIFIED Way.
Provides warm, friendly, courteous, helpful service to customers by processing bank transactions accurately and timely. 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 them 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 benefit the customer. Handles product follow‑up or refers to the appropriate department.
Receives commercial/personal checking/savings deposits and loan payments; verifies cash, endorsements and post/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 ensure an accurate daily balance.
Assists with ATM maintenance and balances ATM on a weekly basis, if applicable.
If applicable, 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 paperwork as needed.
Answers incoming phone calls and makes outgoing 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, CDs, IRAs, and safe deposit boxes in accordance with bank policy and procedures.
Participates in community service events when appropriate.
Cooperates with and supports adherence to all internal policies, procedures, and practices for risk management and regulatory compliance, including the Bank Secrecy Act, Community Reinvestment Act (CRA), Equal Credit Opportunity Act, lending and deposit regulations, etc.
Abides by laws and policies that promote a harassment‑free workplace and other forms of illegal discrimination.
Performs other related duties as assigned.
Qualifications
High school diploma or equivalency.
Excellent business communication skills, both verbal and written.
Experience with Microsoft Office.
Strong organizational skills.
Physical Requirements
Regular, timely attendance during assigned work hours.
Constantly stands, walks, or sits.
Constantly uses hands to finger, handle or feel.
Occasionally pushes, pulls, carries, or lifts up to 40 pounds.
Occasionally stoops, kneels, crouches and/or reaches.
Ability to talk and hear.
Frequent and/or constant telephone usage and operation of other standard office equipment.
The work environment characteristics described here are representative of those an employee encounters while performing the essential function of this job.
Generally works in an office environment, but may occasionally be required to perform job duties outside of the typical office setting.
The noise level in the work environment is usually moderate.
This job description is not a contract of employment, implied or otherwise, and does not an employee’s “at‑will” employment status.
Seniority level Entry level
Employment type Full‑time
Job function Other
Industries Banking
Referrals increase your chances of interviewing at Unified Bank by 2x.
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Customer Service Representative
role at
Unified Bank .
Base pay range: $13.00/hr - $16.00/hr.
Job Title:
Customer Service Representative
FLSA Status:
Non-Exempt
Department:
Retail Banking
Reports To:
Customer Experience Manager
Position Summary Responsible for creating better lives and futures for the people and communities that we proudly serve. Provides an exceptional UNIFIED experience, processes bank transactions, and recommends products and services to new and existing customers.
Essential Duties and Responsibilities
Conducts self according to the UNIFIED Way.
Provides warm, friendly, courteous, helpful service to customers by processing bank transactions accurately and timely. 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 them 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 benefit the customer. Handles product follow‑up or refers to the appropriate department.
Receives commercial/personal checking/savings deposits and loan payments; verifies cash, endorsements and post/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 ensure an accurate daily balance.
Assists with ATM maintenance and balances ATM on a weekly basis, if applicable.
If applicable, 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 paperwork as needed.
Answers incoming phone calls and makes outgoing 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, CDs, IRAs, and safe deposit boxes in accordance with bank policy and procedures.
Participates in community service events when appropriate.
Cooperates with and supports adherence to all internal policies, procedures, and practices for risk management and regulatory compliance, including the Bank Secrecy Act, Community Reinvestment Act (CRA), Equal Credit Opportunity Act, lending and deposit regulations, etc.
Abides by laws and policies that promote a harassment‑free workplace and other forms of illegal discrimination.
Performs other related duties as assigned.
Qualifications
High school diploma or equivalency.
Excellent business communication skills, both verbal and written.
Experience with Microsoft Office.
Strong organizational skills.
Physical Requirements
Regular, timely attendance during assigned work hours.
Constantly stands, walks, or sits.
Constantly uses hands to finger, handle or feel.
Occasionally pushes, pulls, carries, or lifts up to 40 pounds.
Occasionally stoops, kneels, crouches and/or reaches.
Ability to talk and hear.
Frequent and/or constant telephone usage and operation of other standard office equipment.
The work environment characteristics described here are representative of those an employee encounters while performing the essential function of this job.
Generally works in an office environment, but may occasionally be required to perform job duties outside of the typical office setting.
The noise level in the work environment is usually moderate.
This job description is not a contract of employment, implied or otherwise, and does not an employee’s “at‑will” employment status.
Seniority level Entry level
Employment type Full‑time
Job function Other
Industries Banking
Referrals increase your chances of interviewing at Unified Bank by 2x.
#J-18808-Ljbffr