Position Overview

The Customer Service Representative is an essential, customer‑facing role responsible for assisting customers and potential customers with their everyday banking needs. This includes processing financial transactions, opening new accounts, answering questions, and providing guidance on bank products and services. The position requires strong customer service skills, attention to detail, and the ability to work with confidential information in a professional manner.

Key Responsibilities

• Process customer financial transactions, including deposits, withdrawals, loan payments, transfers, ACH, and wire requests.


• Maintain accurate customer records by posting transactions, completing account maintenance, and opening new accounts.


• Provide customer support in person and by phone, assisting with inquiries, problem resolution, and online banking questions.


• Balance cash drawer and reconcile daily work to ensure accuracy.


• Research transaction discrepancies or missing items as needed.


• Review reports to ensure compliance with bank policies and regulatory requirements.


• Promote bank products and make referrals to appropriate departments.


• Maintain strict confidentiality and perform additional duties as assigned.