Customer Service Representative
1st Security Bank of Washington, Waldport, Oregon, United States, 97394
Join our team! 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for. If you share these core values and are committed to career excellence, let us help you reach your dreams!
Position Summary Responsible for first line branch customer service by greeting clients (in person or by telephone) and appropriately assisting them either personally or by referral to another team member. Responsible for cash drawer and vault operations, ATM and cash recycler operations, and daily proof and cash balancing. Consistently refers customers when appropriate sales opportunities present themselves and meets referral goals.
Essential Duties and Responsibilities
Must adhere to the Core Values of 1st Security Bank and demonstrate dependability and reliability in all aspects of the position
Must understand and adhere to the Bank’s Customer Service Protocols when greeting, meeting and interacting with customers
Must follow cash handling procedures and be effective and proficient in counting cash and making deposits for customers
Takes ownership of the customer experience by being present and willing to help
Helps achieve monthly branch goals and achieves referral goals to add value to our customers or prospective customers
Participates in customer calls for tasks such as CD maturity notifications, birthday greetings, marketing or call campaigns or other lists provided by management
Required to be fully knowledgeable and skilled in the areas of teller, vault, and safe deposit
Processes monetary transactions and balances cashbox daily
Receives and processes name and address changes and other account maintenance, as necessary
Researches and resolves customer complaints when necessary and assists other employees and departments whenever possible
Must know the features and benefits of 1st Security’s products and services
Must be able to multi-task and prioritize
Participates in branch operational and audit activities as assigned
Follows appropriate steps to ensure branch security
Adheres to 1st Security Bank policies and procedures
Supports management decisions and goals in a positive, professional manner and represents the bank with a high level of integrity
Travels to assigned 1st Security Bank locations as business needs require
Performs other duties as assigned
Benefits and Perks
Full medical, dental, and vision coverage for individual or family plan
Life insurance
Long-term disability insurance
401K matching program
Paid sick and vacation time
Our Core Values
Relationship Driven – we strive to "WOW" each other and our customers
Ethical – fair, honest and act with integrity
Lead by Example – maintain a positive attitude, show respect for others, and have some fun
Accountable – we take our responsibilities seriously and we meet our commitments with urgency
Team Player – dependable, enthusiastic contributor to team success and to the greater good of the bank
Embrace Dreams – we encourage each other to reach for our dreams
Diversity – we celebrate diversity and support equality for all \ Community Oriented – we actively support our communities and the Bank's CRA initiatives
Open and Honest Communication – always professional, responsive, and timely
Education and/or Experience
High school diploma or equivalent and at least one year experience within a financial institution
Requires a basic knowledge of all applicable regulations that pertain to this position
Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures and related programs
Must be bondable
Computer Skills To perform this job successfully, an individual should be proficient in Microsoft Office Products and other Database software
Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee will operate in a general office environment, using office equipment such as a phone, computer, adding machine and currency/coin counters
The employee must be able to stand for extended periods of time and bend, reach and squat occasionally when accessing safety deposit boxes, storage or supplies
Occasional lifting and moving of objects up to 25 pounds is required
The noise level in the work environment is usually quiet to moderate, with light foot traffic and office equipment. The employee must be willing and able to interact frequently with the general public
Equal Opportunity Employer For further information, please review the Know Your Rights notice from the Department of Labor.
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Position Summary Responsible for first line branch customer service by greeting clients (in person or by telephone) and appropriately assisting them either personally or by referral to another team member. Responsible for cash drawer and vault operations, ATM and cash recycler operations, and daily proof and cash balancing. Consistently refers customers when appropriate sales opportunities present themselves and meets referral goals.
Essential Duties and Responsibilities
Must adhere to the Core Values of 1st Security Bank and demonstrate dependability and reliability in all aspects of the position
Must understand and adhere to the Bank’s Customer Service Protocols when greeting, meeting and interacting with customers
Must follow cash handling procedures and be effective and proficient in counting cash and making deposits for customers
Takes ownership of the customer experience by being present and willing to help
Helps achieve monthly branch goals and achieves referral goals to add value to our customers or prospective customers
Participates in customer calls for tasks such as CD maturity notifications, birthday greetings, marketing or call campaigns or other lists provided by management
Required to be fully knowledgeable and skilled in the areas of teller, vault, and safe deposit
Processes monetary transactions and balances cashbox daily
Receives and processes name and address changes and other account maintenance, as necessary
Researches and resolves customer complaints when necessary and assists other employees and departments whenever possible
Must know the features and benefits of 1st Security’s products and services
Must be able to multi-task and prioritize
Participates in branch operational and audit activities as assigned
Follows appropriate steps to ensure branch security
Adheres to 1st Security Bank policies and procedures
Supports management decisions and goals in a positive, professional manner and represents the bank with a high level of integrity
Travels to assigned 1st Security Bank locations as business needs require
Performs other duties as assigned
Benefits and Perks
Full medical, dental, and vision coverage for individual or family plan
Life insurance
Long-term disability insurance
401K matching program
Paid sick and vacation time
Our Core Values
Relationship Driven – we strive to "WOW" each other and our customers
Ethical – fair, honest and act with integrity
Lead by Example – maintain a positive attitude, show respect for others, and have some fun
Accountable – we take our responsibilities seriously and we meet our commitments with urgency
Team Player – dependable, enthusiastic contributor to team success and to the greater good of the bank
Embrace Dreams – we encourage each other to reach for our dreams
Diversity – we celebrate diversity and support equality for all \ Community Oriented – we actively support our communities and the Bank's CRA initiatives
Open and Honest Communication – always professional, responsive, and timely
Education and/or Experience
High school diploma or equivalent and at least one year experience within a financial institution
Requires a basic knowledge of all applicable regulations that pertain to this position
Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures and related programs
Must be bondable
Computer Skills To perform this job successfully, an individual should be proficient in Microsoft Office Products and other Database software
Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee will operate in a general office environment, using office equipment such as a phone, computer, adding machine and currency/coin counters
The employee must be able to stand for extended periods of time and bend, reach and squat occasionally when accessing safety deposit boxes, storage or supplies
Occasional lifting and moving of objects up to 25 pounds is required
The noise level in the work environment is usually quiet to moderate, with light foot traffic and office equipment. The employee must be willing and able to interact frequently with the general public
Equal Opportunity Employer For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr