Universal Banker Float- Williams

Customer Service Representative (Defiance area)

Salary: $48,300.00 - $64,400.00

Job Type: Full‑time

Posted: 2 days ago

Butler, IN (847 South Clinton St)

• A high school diploma or equivalent.

• Minimum of one (1) year of related experience preferred.

• Moderate reading, writing, and grammar skills.
• Proficient analytical and mathematics skills.
• Proficient communicative and interpersonal relations skills.
• Proficient eye‑hand coordination.
• Ability to operate various office machines.
• Ability to lift approximately fifty (50) lbs.
• Visual and auditory skills.

• Responsible for performing a variety of duties to support the customer service, sales, and paying and receiving function of the community office.
• Coordinating work within the department and with other departments.
• Reporting pertinent information to the immediate supervisor.
• Responding to inquiries or requests for information.
• Greets and serves customers in a friendly and courteous manner.
• Maintains an awareness of new business opportunities with customers; offers relevant products and services; refers customers to appropriate sales staff.
• Meets or exceeds established referral and sales goals.
• Handles customer concerns on statement reconciliation and other routine questions.
• Maintains knowledge of current bank products and services.
• Processes changes to existing accounts as requested by clients.
• Assists in banking center call efforts by reviewing, updating, and calling prospect lists.
• Accurately processes transactions, including deposits, payments, transfers, etc.
• Cashes checks within approved authority and operating policy.
• Sells Cashier’s Checks and Money Orders.
• Processes night deposits and mail deposits.
• Maintains approved level of cash; turns in excess and mutilated cash.
• Prepares daily settlement and proof of cash transactions; balances cash drawer accurately and efficiently on a daily basis.
• Prepares transactions for scanning.
• Minimizes risk of losses, including cash differences and other controllable losses.
• Prepares reports relating to the function, e.g., currency transaction, BSA reports.
• Demonstrates a working knowledge of State Bank’s security program.
• Travels to other banking center locations as needed.
• Performs related duties as assigned.
• Coordinates departmental tasks with coworkers inside and outside the department.
• Abides by current laws and organizational policies and procedures designed to promote an environment free of harassment and other forms of illegal discriminatory behavior.
• Cooperates with, participates in, and supports adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness.
• Reports pertinent information to the immediate supervisor as requested.
• Constantly looks for ways to improve processes that improve customer experience and communicates ideas to management.
• Responds to inquiries relating to his/her area within given time frames and established policy.

• May be required to provide safe deposit box services to customers.
• May be required to provide support in non‑paying and receiving activities, e.g., new accounts, consumer loans.
• May be required to balance, replenish, and/or service ATM machines.
• May be required to process and validate accuracy of coin and currency amounts related to incoming and outgoing cash shipments.
• Perform tasks supportive in nature to the essential functions but may be altered or redesigned depending on circumstances.

• Occasionally ascends/descends stairs.
• Meets tight and confined space tasks.
• Remains in stationary position more than two-thirds of the time.
• Moves around inside office to accomplish tasks.
• Adjusts or moves objects in all directions.
• Communicates frequently with others to exchange information.
• Constantly moves wrists, hands, and/or fingers.
• Occasionally operates machinery and/or power tools.
• Occasionally operates motor vehicles or heavy equipment.
• Assesses accuracy, neatness, and thoroughness of work.
• Occasionally exposed to outdoor elements such as precipitation and wind.
• Sedentary work that primarily involves sitting/standing.
• Occasionally moves objects up to 50 pounds.

Entry level

Full‑time

Finance and Sales

Banking