Customer Service Representative
Pathfinder Bank, New York, NY, United States
Description
Join a team that values your expertise and your community. At Pathfinder Bank, you're not just an employee. You're 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
Position Summary 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, using their name, and ending each interaction in person or by phone by saying, “Thank you for banking with Pathfinder Bank,” while maintaining confidentiality of all customer records and documents.
Process a variety of retail and commercial transactions, including deposits, withdrawals, loan payments, and check cashing in an accurate and efficient manner. Assist with support work.
Promote the Bank’s products and services and refer customers to the appropriate sales personnel. Answer customers’ routine banking questions and refer complex inquiries to management.
Verify check endorsements and funds availability and disburse cash to customers in the conduct of transactions and according to policy. Issue receipts to customers for transactions processed to provide a record of activity. Balance daily work, adhering to all procedures stated in the employee difference policy.
Update customer contact information on an ongoing basis to ensure we have the most accurate information in the event the Bank needs to contact the customer.
Understand and adhere to risk and regulatory standards, policies, and controls. Identify risk-related issues needing escalation to management.
Proactively assist other branch colleagues and actively participate in branch team meetings.
Requirements
High school diploma or equivalent
At least one year of customer service experience
1-3 years of banking experience or cash handling experience
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 change
Attention to detail and quality of work
Ability to multitask
Positive attitude
Preferred Qualifications
Previous sales or referral making experience
Community involvement
#J-18808-Ljbffr
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
Position Summary 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, using their name, and ending each interaction in person or by phone by saying, “Thank you for banking with Pathfinder Bank,” while maintaining confidentiality of all customer records and documents.
Process a variety of retail and commercial transactions, including deposits, withdrawals, loan payments, and check cashing in an accurate and efficient manner. Assist with support work.
Promote the Bank’s products and services and refer customers to the appropriate sales personnel. Answer customers’ routine banking questions and refer complex inquiries to management.
Verify check endorsements and funds availability and disburse cash to customers in the conduct of transactions and according to policy. Issue receipts to customers for transactions processed to provide a record of activity. Balance daily work, adhering to all procedures stated in the employee difference policy.
Update customer contact information on an ongoing basis to ensure we have the most accurate information in the event the Bank needs to contact the customer.
Understand and adhere to risk and regulatory standards, policies, and controls. Identify risk-related issues needing escalation to management.
Proactively assist other branch colleagues and actively participate in branch team meetings.
Requirements
High school diploma or equivalent
At least one year of customer service experience
1-3 years of banking experience or cash handling experience
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 change
Attention to detail and quality of work
Ability to multitask
Positive attitude
Preferred Qualifications
Previous sales or referral making experience
Community involvement
#J-18808-Ljbffr