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Customer Service Representative

National Cooperative Bank

Posted 3 months ago

Full Time

Liberty Township, Ohio

In Person

Smart Summary

Responsibilities

The Customer Service Representative is responsible for processing financial transactions, including deposits, withdrawals, and wire requests, while providing excellent customer service. They also cross-sell bank products, maintain cash drawer accuracy, and ensure compliance with security and operational procedures.

Qualifications

We are looking for a Customer Service Representative with a high school diploma and prior cash handling or accounting experience. The ideal candidate will have superior customer service, excellent communication skills, and attention to detail. Knowledgeable computer skills are also required.

Job Description

Customer Service Representative 

  • Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks; answering questions in person or on telephone; referring to other bank services.
  • Records transactions and other special services; preparing currency transaction reports, initiate and verify wire requests
  • Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative
  • Completes special requests by closing accounts; taking orders for checks; providing special statements, copies, completing safe-deposit box transactions
  • Reconciles cash drawer; counting and packaging currency and coins; turning in excess cash and mutilated currency to supervisor; maintaining supply of cash and currency
  • Imaging and QC of scanned documents
  • Complies with bank operations and security procedures by participating in all dual-control functions; auditing other tellers' currency, balancing of vault, and coin sorter
  • Maintains customer confidence and protects bank operations by keeping information confidential
  • Contributes to team effort by accomplishing related results as needed in projects and assignments
  • Continuing education on products and procedures as well as regulatory compliance training as it relates to teller duties
  • Complete all assigned training modules and continued education with passing scores before the deadline.
  • Inform Branch Supervisor of any new or recurring customer or employee situations that needs attention, participate in weekly/monthly meetings and provide suggestions and feedback.  100%

Minimum Qualifications:

  • High School diploma required
  • Specialized training in related field desirable
  • Prior banking, cash handling or accounting experience is desirable
  • Superior customer service
  • Excellent communication skills both written and verbal
  • Customer oriented approach to handling problems
  • Attention to detail
  • Knowledgeable computer skills

EOE/AA

#LI-DNI

National Cooperative Bank

National Cooperative Bank is a values-based bank serving cooperatives, member organizations and socially responsible people with a special emphasis on low income areas. Serving both rural and urban neighborhoods, NCB is a leader in supplying grocery, health care, energy and housing solutions to the nation’s communities that are most in need. What makes NCB unique is that the bank was created to address the financial needs of an underserved market niche – people who join together cooperatively to meet personal, social or business needs, especially in low-income communities. Our Impact NCB has provided billions in capital. Yet, to measure our true success, we look to what we have helped create over our history -- thousands of homeownership opportunities, vital member-owned cooperative businesses, community choices in education, quality health care facilities, renewable energy solutions, cultural centers and much more. Our Work Environment As a boutique bank with a special commitment to community, NCB attracts a team of professionals interested in “more than just a banking career.” Our Cooperative Heritage Cooperatives are based on the values of self-help, self-responsibility, democracy and member-equity. In the tradition of our founders, cooperatives believe in conducting business in a responsible, ethical, and honest manner with the foremost commitment to improve the quality of life in the communities we serve. Our Benefits and Our People At National Cooperative Bank, our people are our greatest asset. We are committed to providing a comprehensive benefits package that can be broken down into four categories: health, wealth, self, and extras. From offering Health Care Plans that include medical, dental, vision, disability, and life insurance to offering several alternative work arrangements, NCB is proud to offer a variety of benefits that promote employee wellness and success.
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