Customer Service Representative
BTC Bank is a community bank founded on the traditional values of personal customer service. Our continued tradition of serving our friends and neighbors with courteous, professional banking services maintains its standard of excellence today. We strongly support our local communities. We are proud of the roots of our past and prepared for the growth in our future. This position will be based at our Sedalia, MO location. The job requires 40 hours per week, including Saturday rotation. Customer service representatives respond to customer inquiries via telephone and face-to-face meetings. Duties and responsibilities include: Assisting customers with routine account-related requests such as funds transfers, automatic funds transfers (AFTs), stop payments, inquiries about bank deposit products and service charges, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, and check verification requests by third parties. Researching and resolving customer problems, acting as the customer liaison between other bank departments when necessary. Research customer questions regarding electronic funds transfers and initiate "Reg E" disputes when appropriate, including the completion of all necessary documents and affidavits. Cross-selling bank products and services based on customer needs in accordance with the banks' program standards. Relating customer requests for service charge rebates to the assistant vice president and vice president of operations. Processing necessary paperwork to rebate customer service charges. Verifying information on ATM/debit card applications to the information in customer database. Sending exceptions to personal banking counselors for corrections. Updating the system with messages regarding ATM/debit cards and service charge rebates. Balancing customer checkbooks. Performing customer requested research, including printing statement and check copies. Inputting, maintaining and/or deleting ATM and debit cards within system. Transferring funds to cover customer overdrafts as directed by bank operations. Notifying the research and adjustment coordinator of required adjustments as reported by customers. Contacting customers to notify them that check orders and/or debit cards are ready to pick up at the bank. Distributing to customers and properly logging all "hold statements" and check orders held by the bank. Acting as backup to the receptionist, ATM/debit card coordinator and safe deposit vault attendant. Escorting appropriate bank personnel into the vault and maintaining dual control for safekeeping access and official check and ATM card requisition. Monitoring the "bad address" report and attempting to track down customers and obtain updated information. Assisting the operations processing specialist by verifying the accuracy of document images. Opening, setting timers and closing the safe deposit vault utilizing dual control. Conducting call-backs to external check printing companies to verify customer information. Processing lockbox payments, including deposit preparation and daily report transmission. Contacting customers to obtain necessary signatures on items with missing or irregular signatures. Maintaining the bank's files for currency transaction reports, customer safekeeping receipts, loan and trust collateral receipts, commercial resolutions, powers of attorney, court orders, levies, miscellaneous deposit documentation and general correspondence. Other duties as assigned. Qualifications include: High school diploma or equivalent. Previous cash handling experience preferred. Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers. Excellent computer proficiency (MS Office
Word, Excel and Outlook). Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service. Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices. To learn more about BTC Bank visit www.btcbank.bank EOE/Veterans/Disabled
BTC Bank is a community bank founded on the traditional values of personal customer service. Our continued tradition of serving our friends and neighbors with courteous, professional banking services maintains its standard of excellence today. We strongly support our local communities. We are proud of the roots of our past and prepared for the growth in our future. This position will be based at our Sedalia, MO location. The job requires 40 hours per week, including Saturday rotation. Customer service representatives respond to customer inquiries via telephone and face-to-face meetings. Duties and responsibilities include: Assisting customers with routine account-related requests such as funds transfers, automatic funds transfers (AFTs), stop payments, inquiries about bank deposit products and service charges, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, and check verification requests by third parties. Researching and resolving customer problems, acting as the customer liaison between other bank departments when necessary. Research customer questions regarding electronic funds transfers and initiate "Reg E" disputes when appropriate, including the completion of all necessary documents and affidavits. Cross-selling bank products and services based on customer needs in accordance with the banks' program standards. Relating customer requests for service charge rebates to the assistant vice president and vice president of operations. Processing necessary paperwork to rebate customer service charges. Verifying information on ATM/debit card applications to the information in customer database. Sending exceptions to personal banking counselors for corrections. Updating the system with messages regarding ATM/debit cards and service charge rebates. Balancing customer checkbooks. Performing customer requested research, including printing statement and check copies. Inputting, maintaining and/or deleting ATM and debit cards within system. Transferring funds to cover customer overdrafts as directed by bank operations. Notifying the research and adjustment coordinator of required adjustments as reported by customers. Contacting customers to notify them that check orders and/or debit cards are ready to pick up at the bank. Distributing to customers and properly logging all "hold statements" and check orders held by the bank. Acting as backup to the receptionist, ATM/debit card coordinator and safe deposit vault attendant. Escorting appropriate bank personnel into the vault and maintaining dual control for safekeeping access and official check and ATM card requisition. Monitoring the "bad address" report and attempting to track down customers and obtain updated information. Assisting the operations processing specialist by verifying the accuracy of document images. Opening, setting timers and closing the safe deposit vault utilizing dual control. Conducting call-backs to external check printing companies to verify customer information. Processing lockbox payments, including deposit preparation and daily report transmission. Contacting customers to obtain necessary signatures on items with missing or irregular signatures. Maintaining the bank's files for currency transaction reports, customer safekeeping receipts, loan and trust collateral receipts, commercial resolutions, powers of attorney, court orders, levies, miscellaneous deposit documentation and general correspondence. Other duties as assigned. Qualifications include: High school diploma or equivalent. Previous cash handling experience preferred. Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers. Excellent computer proficiency (MS Office
Word, Excel and Outlook). Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service. Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices. To learn more about BTC Bank visit www.btcbank.bank EOE/Veterans/Disabled