Customer Service Representative IBRANCH OPERATIONSDEPARTMENT: Branch OperationsREPORTS TO: Branch Manager at any of the banks locations or Head CSRSUPERVISES: NoneSUMMARY: Provides basic cash receipt and payment services in accordance withfinancial institution procedures.CSR IMAJOR DUTIES&RESPONSIBILITIES:Receives checks and cash for deposits to accounts, verifies amounts, examineschecks for proper endorsement, and enters deposits into computer records.Cashes checks and processes withdrawals; pays out money after verification ofsignatures and customer balances.Promotes and explains other financial institution services such as consumer andmortgage loans, IRAs, certificates of deposit, safe deposit boxes, Cashiers checksand money orders.Receives mortgage, consumer loan and other payments and ensures the paymentsmatch balances due and are posted using proper transaction codes. Enters payments into computer. Generates customer receipts.Issues money orders and Cashiers Checks.Assists in the bank-by-mail function, where availablePlaces holds on accounts for uncollected funds.Counts, checks and packages coins and currency.Balances cash drawer at the end of the shift and compares totaled amounts tocomputer-generated proof sheet. Reports any discrepancies to the supervisor asnecessary.Ensures that the CSR station is properly stocked with forms, supplies, etc.Reports malfunctions of CSR terminals and other equipment used at the CSRstation.
Is responsible for checking night depository bags and recording proper informationon the financial institutions forms.Responsible for performing or assisting with ATM stocking/balancing, coin machine balancing, and utility bill processing/balancing.Assists customers with debit card issuance and activation.Through on-the-job training and attendance in approved classes, gains understanding of any applications of Federal and State laws concerning the processing of negotiable instruments.Develops a strong working knowledge of all consumer regulations, including: Regulation CC, E, BSA, Privacy, Uniform Commercial Code, and State Statutes.May be assigned other duties as deemed necessary.EDUCATION &EXPERIENCE:High school diploma or equivalent.Successful completion of in-house training program (if available) or other approvedtraining program.Good interpersonal communication and computer skills; ability to operate standardoffice equipment such as adding machines and typewriters.