Client Service Representative
CurrentAs the Client Service Representative (CSR) I am responsible for providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashier's checks, cash advances, stop payments, tax payments and wires. As the CSR, I am responsible for balancing each day's transactions and verifying cash totals. I perform a broad variety of New Account functions such as opening and closing accounts, renewing certificates of deposit and assisting clients with bookkeeping and checking account problems. I answer clients' questions regarding the Bank's products and services and perform a variety of account maintenance duties. I am responsible for actively cross-selling the Bank's products and services. In addition, I perform specific assigned side-jobs including various clerical functions and assist the Client Service Manager and the Operations Administrator with duties as required. I assist clients, promptly, courteously, efficiently and professionally.