Customer Service Representative
Byrne Dairy, Clay, NY, United States
Join a team that values your expertise and your community. At Pathfinder Bank, you are not just an employee. You are a valued member of a team that takes pride in helping local businesses and communities grow. When you join us, you become part of a people first culture built on respect, development, and service.
We offer:
Competitive compensation and benefits, including health coverage, 401(k) with company match, and generous paid time off
A commitment to career growth and internal mobility
A community focused culture with paid volunteer opportunities
A supportive team that truly values your contributions
Summary/Objectives Fosters a positive and professional customer service experience during all interactions with customers, co workers and third party relationships while adhering to proper customer identification procedures, confidentiality and data protection requirements. As part of the branch team, this position is responsible for processing customer transactions, supporting daily branch operations, and delivering an exceptional customer experience. This role supports branch performance by identifying customer needs, making appropriate referrals, and maintaining a strong focus on accuracy, efficiency, and risk management. Must be organized, detail oriented, and comfortable working in a fast paced environment.
Essential Functions
Deliver exceptional customer experiences including proactively greeting customers, smiling, using their name, and ending each interaction with appreciation
Process a variety of retail and commercial transactions, including deposits, withdrawals, loan payments, and check cashing in an accurate and efficient manner
Promote the Bank’s products and services and refer customers to the appropriate personnel; answer routine banking questions and elevate more complex inquiries as needed
Verify check endorsements and funds availability and disburse cash in accordance with Bank policy; provide receipts for all processed transactions
Balance daily work, adhering to all procedures and internal controls
Maintain and update customer contact information to ensure accuracy
Understand and adhere to risk and regulatory standards, policies, and controls; identify and elevate potential risk related issues
Proactively assist other branch colleagues and contribute during team meetings
Requirements
High school diploma or equivalent
At least one year customer service experience
1 to 3 years banking experience or cash handling experience preferred
Professional in appearance and conduct
Intermediate computer skills (Microsoft Office and Outlook)
Basic mathematical functions
Ability to work as part of a team and assist other team members
Ability to adapt to changeAttention to detail and quality of work
Ability to multi task
Positive attitude
Preferred Education, Experience and Qualifications
Previous sales or referral making experience
Community involvement
Salary Description $17.00-$19.00 Hourly
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We offer:
Competitive compensation and benefits, including health coverage, 401(k) with company match, and generous paid time off
A commitment to career growth and internal mobility
A community focused culture with paid volunteer opportunities
A supportive team that truly values your contributions
Summary/Objectives Fosters a positive and professional customer service experience during all interactions with customers, co workers and third party relationships while adhering to proper customer identification procedures, confidentiality and data protection requirements. As part of the branch team, this position is responsible for processing customer transactions, supporting daily branch operations, and delivering an exceptional customer experience. This role supports branch performance by identifying customer needs, making appropriate referrals, and maintaining a strong focus on accuracy, efficiency, and risk management. Must be organized, detail oriented, and comfortable working in a fast paced environment.
Essential Functions
Deliver exceptional customer experiences including proactively greeting customers, smiling, using their name, and ending each interaction with appreciation
Process a variety of retail and commercial transactions, including deposits, withdrawals, loan payments, and check cashing in an accurate and efficient manner
Promote the Bank’s products and services and refer customers to the appropriate personnel; answer routine banking questions and elevate more complex inquiries as needed
Verify check endorsements and funds availability and disburse cash in accordance with Bank policy; provide receipts for all processed transactions
Balance daily work, adhering to all procedures and internal controls
Maintain and update customer contact information to ensure accuracy
Understand and adhere to risk and regulatory standards, policies, and controls; identify and elevate potential risk related issues
Proactively assist other branch colleagues and contribute during team meetings
Requirements
High school diploma or equivalent
At least one year customer service experience
1 to 3 years banking experience or cash handling experience preferred
Professional in appearance and conduct
Intermediate computer skills (Microsoft Office and Outlook)
Basic mathematical functions
Ability to work as part of a team and assist other team members
Ability to adapt to changeAttention to detail and quality of work
Ability to multi task
Positive attitude
Preferred Education, Experience and Qualifications
Previous sales or referral making experience
Community involvement
Salary Description $17.00-$19.00 Hourly
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