Pickard Branch Customer Service Representative
Isabella Bank, Mount Pleasant, MI, United States
Job Details
Description 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.
#J-18808-Ljbffr
Description 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.
#J-18808-Ljbffr