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Financialstaffingresourcesltd

Financialstaffingresourcesltd

Universal Banker / CSR III

Role

Universal Banker / CSR III

Job type

Full-time

Found on Mokaru

2 days ago

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Salary

Not disclosed by employer

Job description

Are you a relationship-focused banking professional who enjoys helping customers while handling a variety of new account and customer service responsibilities? Our community bank is seeking a Customer Service Representative III to provide exceptional customer service, open consumer and commercial accounts, and support customers with their day-to-day banking needs.

This is an excellent opportunity for someone who enjoys building customer relationships, identifying financial needs, and contributing to a team-oriented banking environment.

What You'll Do

  • Deliver exceptional customer service while creating a positive banking experience for every customer.
  • Open and service consumer and commercial deposit accounts, including checking, savings, CDs, IRAs, and related products.
  • Process customer transactions, including deposits, withdrawals, payments, transfers, and check cashing.
  • Assist customers with account maintenance, stop payments, direct deposits, account holds, and other service requests.
  • Research and resolve customer inquiries with professionalism and accuracy.
  • Identify customer needs and cross-sell deposit and loan products when appropriate.
  • Refer consumer and commercial loan opportunities for approval.
  • Process loan payments and other account transactions.
  • Maintain and balance a cash drawer while adhering to bank policies and procedures.
  • Assist with ATM balancing and cash management activities.
  • Support night deposit and mail banking functions as needed.
  • Serve as a knowledgeable resource for customers and team members.
  • Participate in community and volunteer activities that support the bank's presence in the market.
  • 3–5 years of banking experience required.
  • Experience opening both consumer and commercial deposit accounts.
  • Strong cash handling and balancing experience.
  • Knowledge of deposit products, banking regulations, and customer service best practices.
  • Ability to identify opportunities and recommend appropriate banking products and services.
  • Excellent communication, relationship-building, and problem-solving skills.
  • Strong attention to detail and commitment to accuracy.
  • Professional demeanor with a passion for providing outstanding customer service.

Why Join Us?

We offer the opportunity to work in a community-focused environment where customer relationships matter. If you enjoy helping customers, building business relationships, and contributing to a collaborative team, we'd love to hear from you.

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