Customer Service Rep





  • Account opening and closing.
  • Responds to inquires or refers inquiries to the appropriate department or person; exhibits the necessary follow through with customers and/or staff involved.
  • Provides effective customer service and assists in resolving problems within given authority.
  • Performs routine duties related to any of the following operational functions:
    • Ach Returns and Notification of Changes
    • Activity of Controlled Accounts
    • Handling Adjustments, balancing cash advances, chargebacks and collections.
    • Bank Account reconciliation (Cashier’s checks, Expense Checks, Interest checks, etc.)
    • IOLTA Accounts
    • Collections (Incoming and Outgoing
    • Regulation D Activity Monitoring
    • Legal Process Handling
    • Stop Payment Reports
  • Assists or performs related duties; places holds and stop payments; knowledge of the Federal Reserve Bank posting and entries; balances general ledger account(s) and processes related entries
  • May gather data and process various reports.
  • Maintains files, copies and faxes documents and orders.


  • Effective verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, and speak clearly to customers’ and employee.
  • High School diploma and one to two years of related experience.
  • Basic experience, knowledge and training in branch operation activities, terminology and products and services.
  • Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies
  • Ability to deal with routine problems involving multiple facets and variable in standardized situations.
  • Good organizational and time management skills.
  • Ability to work with general supervision while performing duties.
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