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Banker, Customer Service Rep

Job in Mooresville, Morgan County, Indiana, 46158, USA
Listing for: Citizens Banking
Full Time position
Listed on 2026-01-01
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Bank Customer Service
Salary/Wage Range or Industry Benchmark: 30000 - 40000 USD Yearly USD 30000.00 40000.00 YEAR
Job Description & How to Apply Below
Position: Banker I

Summary of Job Responsibilities

Under general supervision, and in line with established policies and procedures, serves as a primary service and sales contact for all Bank customers. Executes a variety of basic entry level functions, including but not limited to, processing everyday transactions, creation of monetary instruments, referring customers into checking, savings and other account-based products, and helping customers identify and adopt solutions to protect their money from fraud.

Essential

Duties
  • Is accountable for representing the bank to the customer in a courteous, professional manner, and for engaging in behaviors that will advance the customer's relationship with the bank.
  • Processes all other bank-related transactions in accordance with deepening the customer relationship. Practices strong Know-Your-Customer (KYC), with the aim of becoming a trusted advisor to all members of the community
  • Handles cash and negotiable instruments with a keen eye for accuracy and fraudulent activity.
  • Cross-sells bank services in accordance with individual and branch performance goals.
  • Operates in a team environment and provides excellent customer service.
  • Responsible for the completion of tasks necessary to secure company assets.
  • Uphold the customer and employee service standards established
  • Accurately opens personal deposit accounts and completes higher level customer requests in accordance with bank standards.
  • Skills and Abilities

    Required
  • The ability to communicate, speak clearly, and demonstrate a high level of interpersonal skills necessary to represent the bank in dealing with customers.
  • Strong computer skills with both desktop and handheld platforms. Effective at using and navigating apps.
  • Ability to exercise critical thinking skills.
  • Preference of one year of experience in a consultative sales environment.
  • Minimum Requirements
  • A high school diploma or equivalent.
  • The ability to read, write, and speak English; count currency and coin; and to perform simple arithmatic calculations.
  • Successful completion of credit check, drug screen, and background check.
  • Flexible schedule Monday-Friday and Saturday morning availability.
  • Two years of customer service experience OR completion of internal Banker Pathway I.
  • Working Conditions
  • Minimum discomfort from noise, heat, dust, and other causes.
  • Required to stand for long periods when providing customer services
  • Exposed to potential robbery conditions. Receives detailed instructions and procedures to be followed to minimize the risk.
  • The ability to lift and carry cash drawers and coin bags (up to 25 pounds).
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