Customer Service Representative

This position is eligible for a $2,000 sign‑on bonus paid after 90 days of employment.

Job Summary:

The Universal Banker Representative plays a vital role in providing exceptional customer service in accordance with our Community Banking Service Standards. The position participates in the daily operation of the branch, including account management and assisting customers with banking products, transactions, and other financial products/services as needed. It involves timely and accurate completion of transactions while maintaining thorough records of all cash and negotiable instruments assigned.

The Universal Banker proactively participates in the branch sales referral process as directed by management.

Technical Knowledge /

Skills:

• Math literacy and fundamental financial calculations.
• Fundamental teller transactions.
• Proficiency in Microsoft Office Suite.
• Systems knowledge (teller and customer management);
  Decision Pro and Deposit Pro system knowledge.
• Branch procedures; cash handling; ATM processes and procedures.
• Product knowledge (e.g., deposit accounts, loan products, features/benefits).
• Sales process (selling through product promotion, cross‑selling, and making sales referrals).

Personal

Skills:

• Critical thinking; evaluate information, solve problems, exercise good judgement.
• Goal‑orientation; dedicate time, effort and focus to achieve goals.
• Personal accountability and effectiveness; act responsibly.
• Interpersonal skills, including verbal, written, and active listening.
• Empathy, ability to relate to and care for others.
• Flexibility; adapt to situations and others.
• Detail‑orientation and consistency; organize activities, tasks and projects accurately.
• Teamwork; cooperate in setting and achieving team goals; peer coaching.
• Customer service and relationship‑management; anticipate, meet, exceed customer expectations.
• Act and communicate professionally, with consideration, respect and courtesy.

Experience:

• Associate’s degree preferred; high school diploma required.
• Minimum one year of banking experience.

Other Requirements:

• Flexibility and availability to service all banking hours as needed.
• Ability to travel up to 25% of the time outside a 25‑mile radius.
• Ability to sit, drive, bend, make/answer telephone calls.