Full Time Customer Service Representative – Wichita Falls, TX.
Department: Customer Service
Reports To: Customer Service Supervisor
Location: Main Bank
GENERAL DESCRIPTION OF POSITION
The incumbent is responsible to provide customer service in person and over the telephone in an accurate and pleasant manner.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Answer customer phone calls and provide assistance.
- Order checks for customers.
- File open and closed account cards, pull closed account cards.
- Check ATM and Visa Card orders.
- Check to ensure a signature card is on file for all new accounts.
- Call customers for returned check orders with wrong address.
- Perform verification of deposits for business and personal accounts on a daily basis.
- Perform teller transactions for employees and customers daily.
- Check off Demand Deposit Accounts maintenance reports.
- Call branches for missing work as needed.
- Perform research for customers – pull statements and checks as needed.
- Help customers balance checkbooks.
- Open mail and deliver to appropriate individuals. Empty fax machine and take to proper areas.
- Assist customer with returned checks and stop payments.
- Maintain photocopies of CSR work, keep records for 5 years.
Perform any other related duties as required or assigned.
To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION AND EXPERIENCE
Mental alertness and adaptability to office and field area work routines. Equivalent to four years high school, with particular emphasis during high school in office skills, shop skills, or others, plus 12 to 18 months related experience and/or training. Or equivalent combination of education and experience.
RESPONSIBILITY FOR FUNDS, PROPERTY and EQUIPMENT
Ability to read and understand simple instructions, short correspondence, notes, letters and memos; Ability to write simple correspondence.
Ability to add, subtract, multiply and divide numbers. Ability to perform these mathematical skills using money and other forms of measurement.
CRITICAL THINKING SKILLS
Ability to use common sense understanding in order to carry out detailed written or oral instructions. Ability to deal with problems involving a few known variables in situations of a routine nature.
Under general supervision where standard practice enables the employee to proceed alone on routine work, referring all questionable cases to supervisor.
Limited responsibility with regard to general assignments in planning time, method, manner, and/or sequence of performance of own work operations.
Performs work operations which permit frequent opportunity for decision-making of minor importance and which would not only affect the operating efficiency of the individual involved, but would also affect the work operations of other employees and/or clientele to a slight degree.
Light mental demand. Operations requiring intermittent directed thinking to carry out predetermined procedure or sequence of operations of limited variability. Operations requiring intermittent attention to control machine or manual motions.
ANALYTICAL ABILITY / PROBLEM SOLVING
Repetitive. Activities or duties using a pre-determined set of processes or directions coupled with nearby supervision. Learned things in situations where choice is simple or patterned.
USE OF MACHINES, EQUIPMENT AND/OR COMPUTERS
Regular use of complex machines and equipment (desktop/laptop computer and software, road and production machines and equipment, etc.)
Probable errors of internal and external scope would have a moderate effect on the operational efficiency of the organizational component concerned. Errors might possibly go undetected for a considerable period of time, thereby creating an inaccurate picture of an existing situation. Could cause further errors, losses, or embarrassment to the organization. The possibility for error is always present due to requirements of the job.
Regular contacts with patrons, either within the office or in the field. May also involve occasional self-initiated contacts to patrons. Lack of tact and judgment may result in a limited type of problem for the organization.
Contacts occasionally with others beyond immediate associates, but generally of a routine nature. May obtain, present or discuss data, but only as pertains to an immediate and specific assignment. No responsibility for obtaining cooperation or approval of action or decision.
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS
PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS
SOFTWARE SKILLS REQUIRED
Basic: 10-Key, Accounting, Alphanumeric Data Entry, Spreadsheet, Word Processing/Typing
The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.
While performing the functions of this job, the employee is continuously required to talk or hear; regularly required to sit, use hands to finger, handle, or feel; frequently required to reach with hands and arms; and occasionally required to stand, walk, climb or balance.
The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.
There are no harmful environmental conditions that are present for this position. The noise level in the work environment is usually moderate.