Uwharrie Bank
Job Overview
The Customer Service Representative (CSR) position represents the bank and the Uwharrie brand by providing exemplary customer service while processing various types of transactions for customers. Responsible for handling and balancing cash daily, answering customer inquiries pertaining to various services, making customer referrals and influencing the overall efficiency and service level of the retail services area. The level and rate of pay will be considered and commensurate with prior banking and/or retail experience.
General Qualifications
Knowledge: High school graduate (or GED) with familiarity with the bank’s products and services. Bank‑specific training and/or courses are beneficial. Must possess proven math and/or accounting knowledge and ability to interact effectively with customers and recognize cross‑sell and other marketing opportunities for referrals to other lines of business.
Experience: A minimum of one year of cash handling experience in a retail environment with proven math aptitude is preferred. Previous banking experience, proficiency in using bank‑related computer systems, data entry and retrieval is preferred.
Skills: Well‑developed, professional human relations skills, ability to work in pressure situations under close supervision, general math/accounting and administrative skills are necessary. Proficiency with using bank‑related computer systems and equipment is preferred. Multi‑tasking skills are preferred.
Scope of Decisions and Authority Upon completion of training, the CSR will be responsible for a cash drawer (with specified limit) and may issue bank checks up to a specified limit. The Customer Service Representative has a restricted check‑cash limit. Failure to cash checks for qualified bank customers, or cashing checks without determining the financial responsibility of the customer could result in negative business impact. Work is performed following established policies and procedures.
ADA Requirements Vision, hearing, speech, concentration, learning, thinking, and interaction with others, and the ability to exercise self‑control and work under stressful conditions, particularly in customer relations, are necessary. Must possess a valid NC Driver’s License; travel to other offices may be required.
Equal Employment Opportunity Uwharrie Capital Corp (and subsidiary companies) is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other legally recognized protected basis under federal, state, or local law. The information collected by this application is solely to determine suitability for employment, verify identity, and maintain employment statistics on applicants.
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Accounting/Auditing and Finance
Industries
Accounting
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General Qualifications
Knowledge: High school graduate (or GED) with familiarity with the bank’s products and services. Bank‑specific training and/or courses are beneficial. Must possess proven math and/or accounting knowledge and ability to interact effectively with customers and recognize cross‑sell and other marketing opportunities for referrals to other lines of business.
Experience: A minimum of one year of cash handling experience in a retail environment with proven math aptitude is preferred. Previous banking experience, proficiency in using bank‑related computer systems, data entry and retrieval is preferred.
Skills: Well‑developed, professional human relations skills, ability to work in pressure situations under close supervision, general math/accounting and administrative skills are necessary. Proficiency with using bank‑related computer systems and equipment is preferred. Multi‑tasking skills are preferred.
Scope of Decisions and Authority Upon completion of training, the CSR will be responsible for a cash drawer (with specified limit) and may issue bank checks up to a specified limit. The Customer Service Representative has a restricted check‑cash limit. Failure to cash checks for qualified bank customers, or cashing checks without determining the financial responsibility of the customer could result in negative business impact. Work is performed following established policies and procedures.
ADA Requirements Vision, hearing, speech, concentration, learning, thinking, and interaction with others, and the ability to exercise self‑control and work under stressful conditions, particularly in customer relations, are necessary. Must possess a valid NC Driver’s License; travel to other offices may be required.
Equal Employment Opportunity Uwharrie Capital Corp (and subsidiary companies) is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other legally recognized protected basis under federal, state, or local law. The information collected by this application is solely to determine suitability for employment, verify identity, and maintain employment statistics on applicants.
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Accounting/Auditing and Finance
Industries
Accounting
#J-18808-Ljbffr