Customer Service Representative ; Carsonville Job Carsonville Michigan USA,Customer Service/HelpDesk

Position: Customer Service Representative I (Carsonville)
Location: Carsonville

Summary

The Customer Service Representative I is the face of Thumb Bank & Trust, providing exceptional service, accurately processing transactions, and maintaining proper cash management and balancing procedures.

Location & Position

Job Location:

Carsonville, MI 48419 | Position Type:
Full Time | Education Level: High School | Job Category:
Banking

Essential Duties & Responsibilities

Greet and support customers promptly via email, phone, and in-person while complying with bank procedures and security protocols.

Assist customers with transaction services and provide solutions in a friendly and efficient manner.

Maintain a positive and professional attitude while building long‑term customer relationships.

Accurately process various financial transactions including cash, checks, withdrawals, deposits, and loan payments; issue receipts and record transactions in the system.

Disburse funds after verifying signatures and sufficiency of funds to support withdrawals.

Maintain an adequate cash drawer, conduct daily proof, balance cash on hand, and ensure that transactions and negotiable items match the figures on record.

Evaluate checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents.

Answer incoming calls in a professional manner, assist with customer service-related inquiries, provide follow‑up calls as needed, or transfer calls to the appropriate department.

Introduce customers to mobile banking, online banking, and ATMs.

Assist customers with debit card activations.

Assist customers with setting up and resetting online access.

Process customer check orders and re‑orders.

Process debit card orders and debit card limit increases.

Work as a team with co‑workers to complete daily tasks, demonstrating respect and professionalism, being prompt, and supporting management with special requests as needed.

Identify and capitalize on opportunities to promote new banking services and products.

Assist with balancing the branch ATM and ensuring it is functioning properly.

Assist with vault management such as verifying deposits, counting currency, and balancing.

Properly refer to other staff when more complex requests arise.

Comply with all financial institution policies and procedures, state and local laws, and regulations.

Show willingness to participate in community events.

Additional duties as assigned.

Qualifications

Ability to maintain confidential information.

Previous banking experience preferred.

Experience providing customer service and handling high volumes of cash, preferred.

Present a professional image and communicate courteously, positively, and professionally.

Ability to actively listen and respond promptly to customer needs, follow through, and resolve issues pleasantly.

Good mathematical aptitude to facilitate daily balancing.

Strong attention to detail with ability to handle competing demands while processing transactions efficiently and accurately.

Ability to remain composed under pressure, problem‑solve, and defuse tensions to provide solutions.

Excellent communication skills, both verbal and written.

Pleasant and approachable disposition.

Ability to multitask, self‑organize, and self‑monitor follow‑up.

Proficient in general computer skills and Microsoft Office (Word, Excel, Outlook).

Ability to lift or move up to 50 lbs.

Available to work branch hours, including weekends.

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