Pickard Branch Customer Service Representative
Isabella Bank, Mount Pleasant, MI, United States
Pickard Branch Customer Service Representative
Job Category: Retail Requisition Number: PICKA001870 Posted: April 10, 2026 Full-Time Pickard Office 1416 E Pickard Mount Pleasant, MI 48858, USA Position Title: Branch Customer Service Representative
Reports To: Branch Manager General Purpose: Opens new saving and checking accounts, CDs, IRAs, processes loans, and provides assistance to loan officers and Branch Manager or Branch Supervisor as needed. Responsibilities: Assists customers, in person or via phone, with aspects of opening and maintaining checking accounts, savings accounts, CDs, IRAs and provides other customer services as needed. Expected to serve on teller line as needed. Cross-markets financial institution products and services as appropriate. May assemble and verify accuracy of loan documents. Checks documents for proper vesting, legal descriptions, closing dates and signatures. May assist in processing mortgage and installment loans by inputting necessary customer information and ensuring that loan files contain documents with proper signature, dates and other relevant data. Provides administrative assistance to the Branch Manager or Branch Supervisor. Travel to other branches to assist with staffing may be required. Teller duties as needed. Other duties as assigned. Qualifications: Education/Experience: High School Diploma required Two Years banking experience preferred Experience opening new accounts preferred Loan documentation experience preferred Skills: Strong computer skills Strong verbal and written communication skills Good mathematical skills Enthusiastic, positive, outgoing personality Ability to work well in a group or independently Ability to multi-task in a fast-paced environment Isabella Bank is an AA/EEO employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Job Category: Retail Requisition Number: PICKA001870 Posted: April 10, 2026 Full-Time Pickard Office 1416 E Pickard Mount Pleasant, MI 48858, USA Position Title: Branch Customer Service Representative
Reports To: Branch Manager General Purpose: Opens new saving and checking accounts, CDs, IRAs, processes loans, and provides assistance to loan officers and Branch Manager or Branch Supervisor as needed. Responsibilities: Assists customers, in person or via phone, with aspects of opening and maintaining checking accounts, savings accounts, CDs, IRAs and provides other customer services as needed. Expected to serve on teller line as needed. Cross-markets financial institution products and services as appropriate. May assemble and verify accuracy of loan documents. Checks documents for proper vesting, legal descriptions, closing dates and signatures. May assist in processing mortgage and installment loans by inputting necessary customer information and ensuring that loan files contain documents with proper signature, dates and other relevant data. Provides administrative assistance to the Branch Manager or Branch Supervisor. Travel to other branches to assist with staffing may be required. Teller duties as needed. Other duties as assigned. Qualifications: Education/Experience: High School Diploma required Two Years banking experience preferred Experience opening new accounts preferred Loan documentation experience preferred Skills: Strong computer skills Strong verbal and written communication skills Good mathematical skills Enthusiastic, positive, outgoing personality Ability to work well in a group or independently Ability to multi-task in a fast-paced environment Isabella Bank is an AA/EEO employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.