Bank of Bird - in - Hand

Verify information on ATM/debit card applications to the information in customer database.. Send exceptions to deposit operations for corrections.. Escort appropriate bank personnel into the vault and maintain dual control for safekeeping access and official check and ATM card requisition.. Experience with Jack Henry systems. Using upper extremities to exert force in order to draw, haul or tug objects in a sustained motion.

customer service representative i

GENERAL RESPONSIBILITIES: Responsible for a variety of duties relating to the opening and processing of new accounts of all types; the cross-selling of institution services to customers and prospective customers; providing support to other branch personnel, e.g., documentation, etc. Customer service representatives respond to customer inquiries via telephone and face-to-face meetings. Additionally, the position provides CSR coverage at multiple locations as needed. ESSENTIAL RESPONSIBILITIES: <ul><li>Assist customers with opening all types of deposit accounts. This position requires strong personal skills, attention to detail, knowledge of the features and benefits of the banks deposit products and services. Also requires knowledge of compliance requirements related to the account opening process and the ability to follow proper procedures.</li><li>Assist customers with routine account-related requests such as: funds transfers, automatic funds transfers (AFTs), stop payments, inquiries about bank deposit products and service charges, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, and check verification requests by third parties.</li><li>Research and resolve customer problems, acting as the customer liaison between other bank departments when necessary.</li><li>Research customer questions regarding electronic funds transfers and initiate “Reg E” disputes when appropriate, including the completion of all necessary documents and affidavits.</li><li>Cross-sell bank products and services based on customer needs in accordance with the banks’ program standards.</li><li>Relate customer requests for service charge rebates to the supervisor.</li><li>Verify information on ATM/debit card applications to the information in customer database. Send exceptions to deposit operations for corrections.</li><li>Update the system with messages regarding ATM/debit cards and service charge rebates.</li><li>May assist customers with balancing of their checkbooks.</li><li>Perform customer requested research, including printing statement and check copies.</li><li>Input, maintain and/ or delete ATM and debit cards within system.</li><li>Transfer funds to cover customer overdrafts as directed by bank operations.</li><li>Distribute to customers and properly log all “hold statements” and check orders held by the bank.</li><li>Escort appropriate bank personnel into the vault and maintain dual control for safekeeping access and official check and ATM card requisition.</li><li>Contact customers to obtain necessary signatures on items with missing or irregular signatures.</li><li>Perform teller duties as needed.</li><li>Adheres to all internal policies, procedures, and practices of the Bank.</li><li>Travel between branch locations as frequent as daily as well as for professional development.</li><li>Accurately and independently count currency. </li></ul>ADDITIONAL RESPONSIBILITIES: <ul><li>Customer/Client Focus.</li><li>Personal Effectiveness/Credibility.</li><li>Problem Solving/Analysis.</li><li>Teamwork Orientation.</li><li>Initiative.</li><li>Conduct oneself in a manner that can be supported by the bank.</li><li>Organizational Skills.</li><li>Technical Capacity, such as Microsoft office products.</li><li>Community involvement - min. of 2 events per calendar year 10. Other duties as assigned. </li></ul>MINIMUM QUALIFICATIONS: <ul><li>High School Diploma or equivalent required</li><li>2+ years of customer service experience</li><li>Experience using computer programs such as Microsoft Office and Microsoft Teams</li><li>Excellent written and verbal communication skills</li><li>Reliable transportation</li><li>Authorization to work in the United States</li><li>Ability to read, write, and speak using the English language. </li></ul>PREFERRED SKILLS/EXPERIENCE: <ul><li>Experience with Jack Henry systems</li><li>1+ years of banking experience </li></ul>PHYSICAL/MENTAL REQUIREMENTS: Physical Demands The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Activity <ul><li>Climbing: Ability to climb stairs</li><li>Stooping: Bending body downward and forward by bending spine at the waist.</li><li>Kneeling. Bending legs at knee to come to a rest on knee or knees.</li><li>Crouching. Bending the body downward and forward by bending leg(s) and spine.</li><li>Reaching. Extending hand(s) and arm(s) in any direction.</li><li>Standing. 15%-25% of sustained periods of time.</li><li>Sitting: 75%-85% of sustained periods of time</li><li>Walking. Moving about on foot to accomplish tasks</li><li>Raising objects from a lower to a higher position or moving objects horizontally from position-to position.</li><li>Fingering. Picking, pinching, typing or otherwise working, primarily with fingers rather than with the whole hand as in handling. Manipulating a keyboard</li><li>Grasping. Applying pressure to an object with the fingers and palm.</li><li>Feeling. Perceiving attributes of objects, such as size, shape, temperature or texture by touching with skin, particularly that of fingertips.</li><li>Talking. Expressing or exchanging ideas by means of the spoken word. Ability to speak to other employees and customers on the telephone and in person.</li><li>Hearing. Perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discriminations in sound. Ability to hear other employees and customers on the telephone and in person.</li><li>Repetitive motion. Substantial movements (motions) of the wrists, hands, and/or fingers.</li><li>Body and motor skills sufficient to enable the incumbent to move from one office location to another</li><li>Digital dexterity and eye/hand coordination in the operation of office equipment</li><li>Pushing. Using upper extremities to press against something with steady force in order to thrust forward, downward or outward.</li><li>Pulling. Using upper extremities to exert force in order to draw, haul or tug objects in a sustained motion. </li></ul>Physical Requirements Light work. Exerting up to 25 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. Light to moderate lifting and carrying of coin, supplies, files, etc. Visual Acuity The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; reading. The worker is required to have visual acuity to determine the accuracy, neatness, and thoroughness of the work assigned. Mental <ul><li>Capable of learning to use typical office equipment</li><li>Performing simple to moderately complex mathematical calculations </li></ul>Conditions: Typical office setting. The Bank of Bird-in-Hand provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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