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    Customer Service Specialist - Toledo, United States - Waterford Bank

    Waterford Bank
    Waterford Bank Toledo, United States

    1 week ago

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    Description

    Job Description

    Job Description

    Title: Customer Service Specialist

    Department: Branch Operations - Main

    Reports to: VP, Retail Branch Administration


    Summary:

    Functions in a Customer Service Representative capacity and performs Operational duties in Item Processing and Deposit Systems.


    Essential Duties and Responsibilities:

    1. Promote excellent customer service and rapport with clients regarding daily transactions, addressing inquiries and problem resolution.
    2. Acknowledge/greet customers and ensure their requests are handled accurately and in a timely manner; refer clients to the appropriate banking staff personnel for products and services.
    3. Open night deposit and main vault using dual control
    4. Document and process deposits received in night deposit vault
    5. Process customer deposits delivered by courier/Brinks and incoming mail
    6. Verifies and balances assigned cash drawer daily with minimal cash variances
    7. Maintains adequate cash and/or cash drawer limits as required by Bank policy
    8. Prepare customer cash/change order requests
    9. Conduct monthly cash audits
    10. Comply with all requirements of the Bank Secrecy Act
    11. Assist supervisor in all other duties as assigned.

    Job Qualifications:

    • High School Diploma, some business/banking college classes
    • Five (5) years of work experience in Bank Operations
    • Cash Handling
    • Present a professional image
    • Interact well with clients, co-workers and management
    • Maintains confidentiality of customer account information
    • Good PC knowledge
    • Ability to work in a team atmosphere and be able to interact and communicate with individuals at all levels

    Waterford Bank, N.A. is an Equal Opportunity and Affirmative Action Employer. The Bank provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, marital status, amnesty, or status as covered veterans in accordance with applicable federal, state, and local laws.

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