Customer Service Representative-Float

Description

Established in 1998 in Medford, Oregon, People’s Bank of Commerce was formed to provide a community business bank for the southern Oregon area. Since its inception, People's Bank has been providing its customers with superior, responsive and flexible service with a friendly approach. Through conservative solid banking fundamentals and doing right by its customers, employees and community, People's Bank has earned the esteemed reputation as one of the top community banks in Oregon. 

We strive to provide a better experience to our customers and a better career experience for our employees. We recognize that our employees are the messenger of our vision and values and are key to our success. We offer a competitive benefits package including salary commensurate with experience, 401k, 401k employer contributions, as well as health, dental, vision and life insurance coverage.

Perform a variety of customer service activities for new and existing customers. Contribute to the efficient and effective operations of the Branch while upholding the bank’s core values, core competencies and service standards. Provide exceptional customer service and support to expand and retain customer relationships and promote all bank products by cross selling financial services to customers. 

Reports to: Branch Service Officer

Supervises: None

Requirements

Customer Service Representative (CSR) 

• Promptly greets customers in person or by telephone in a friendly and professional manner.
• Process all monetary transactions for customers, (i.e., deposits, withdrawals, loan payments, check cashing, misc.) within standards for accuracy of no more than 6 occurrences per month (each out of balance condition or proof error is considered 1 occurrence).
• Maintain proper security of cash drawer, assigned keys and all negotiable items and work areas are clean at the end of the business day. Complete balancing teller cash drawer within a 15-minute time period.
• Sell cashier’s checks, money orders, traveler’s checks, government bonds; redemption of government bonds; accept loan payments; wire transfer requests; process mail. 
• Adhere to Tel-4 limits plus bank policy and procedures to assure accurate cash handling in the service to our customers and minimize time and effort to locate outages.  
• Maintain balancing standard of no more than a maximum of $400.00 in annual rolling cash outages.
• Ability to exercise independent judgment while working with established check cashing guidelines. 
• Provide products and services education, assistance, research, support, and problem resolution in a timely manner to customers and employees.  
• Understands and adheres to the compliance of all federal and state laws and regulations and bank policies, procedures, and standards in your area of responsibility.
• Adhere to the Bank’s CIP, BSA and related security procedures to ensure bank compliance in your area of responsibility. Accurately completes CTR and monetary instrument reporting when necessary and in a timely manner.
• Uses active listening skills to determine customer needs to sell and cross-sell bank services in the branch and local community.
• Consistently make productive use of time to complete all primary daily duties as assigned; asks for additional assignments to assist others.  
• Develops a rapport with customer while completing their transactions or assisting their needs. 
• Actively participates in making customer referrals to new accounts and loans.
• Consistently arrive to work and return from breaks at scheduled time.
• Attend meetings as requested.
• Perform special projects or other duties as assigned. 

SKILLS AND ABILITIES REQUIRED:  

• Familiarity with Deposit Products and Bank services.
• Satisfactory communication (written and oral) and organizational skills.
• Satisfactory interpersonal skills and ability to develop rapport with people. 
• Ability to work within and foster a team environment.
• Ability to look and project a professional image. 

EDUCATION, TRAINING, AND EXPERIENCE: 

• Computer knowledge and familiarity with Microsoft Word, Excel, Outlook, and experience using ten-key by touch.
• Successful completion of a high school diploma or GED. 
• Minimum of 1 year experience with cash handling with a good balancing record (previous bank experience preferred).

The above statements are intended to describe the general nature and level or work to be performed. They are not intended to be an all-inclusive listing of all responsibilities, duties and skills required for this position. These job requirements are subject to change to reasonably accommodate qualified disabled individuals.

Those selected must be able to provide proof of legal right to work in this country. Hiring will be subject to criminal history background check, credit check, drug screen and references.

People's Bank of Commerce is an Equal Opportunity Employer of minorities, women, protected veterans, and individuals with disabilities. If you are an individual with a disability and require reasonable accommodation to complete all or part of the application process, please call 541-494-4358 or email hr@peoplesbank.bank.