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Customer Service Representative
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- Demonstrate and implement our Trusted Advisor strategy to all internal and external customers.
- Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
- Recognize product and financial sales and service opportunities and refer to appropriate partners in Retail, Commercial, Wealth Management, Private Banking and First Insurance Group.
- Knowledge of CSR policies and procedures including various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E and teller roles and responsibilities relating to each Act.
- Compliance with Bank Secrecy Act, OFAC and USA PATRIOT Act including accurate completion of CTR, Monetary Instrument log, and reporting of suspicious activities to supervisor.
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