FT Customer Service Representative
Department: South Minnesota 40
Office: S. Minnesota - Sioux Falls, SD
Location: Sioux Falls, SD
Description
Summary:Provides basic cash receipt and payment services in accordance with financial institution procedures. Essential Duties and Responsibilities: • Conducts bank duties in a manner that is complimentary to overall Bank image and objectives and supports the Bank's commitment to excellence. • Demonstrates customer service by managing difficult or emotional customer service situations, responding promptly to customer needs, soliciting customer feedback for improvement and responding to requests for service and assistance. • Accepts deposits, verifies cash and endorsements, and gives customers receipts. • Cashes checks within limits assigned, or refers customers to an officer for authorization to cash checks • Accepts savings deposits and withdrawals; verifies signatures, posts interest, and balances as necessary. • Prepares individual daily settlements of teller cash and proof transactions • May assist with more complex transactions or accept loan, credit card, or similar type payments • Provides support for the company’s sales efforts which include selling and promoting the company services (e.g. - consumer and mortgage loans, IRAs, certificates of deposit, safe deposit boxes, and money orders) as opportunities arise. • Places holds on accounts for uncollected funds • Counts, checks and packages coins and currency • Balances cash drawer at the end of the shift and compares totaled amounts to computer generated proof sheet. Reports any discrepancies to the supervisor as necessary. • Ensures station is properly stocked with forms, supplies, etc. • Reports malfunctions of teller terminals and other equipment used at the station • Is responsible for checking night depository bags and recording proper information on the financial institution’s forms • Meets sales goals as outlined by supervisor. • Performs miscellaneous duties such as filing and answering phones. • Other duties may be assigned. Supervisory Responsibilities: This job has no supervisory responsibilities. Education and/or Experience: • High School diploma or GED • Customer service and/or cash handling experience Values Statement: Meta Financial employees uphold our philosophy of ‘People Helping People’ by contributing to building a positive team spirit and inspiring and motivating others to perform well. Employees must speak clearly and persuasively in positive and negative situations and continually look for ways to improve and promote quality products and services to our customers. General sign-off: The employee is expected to adhere to all company policies including but not limited to the Vision, Mission, and Value statements and actively participate in company programs including, but not limited to, Performance Management and Compliance Training. The employee must comply with all provisions of the Bank Secrecy Act and maintain complete confidentiality with all bank business. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Must have excellent verbal and written communication skills and be able to handle self in a professional manner under stressful circumstances with the ability to multi-task and work in a fast paced environment. Mathematical Skills:Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent. Reasoning Ability:Must have the ability to solve practical problems and carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations. Computer Skills: To perform this job successfully, an individual should be prepared to perform significant portions of their work in a computer based work environment. They should have experience with: • Microsoft Word, Excel and Outlook Physical Demands: While performing the duties of this job, the employee is frequently required to stand; walk; use hands to finger, handle, or feel and reach with hands and arms. The employee is frequently required to sit. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Work Environment: The noise level in the work environment is usually moderate.
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