Client Service Representative (Tioga)

    • Job Tracking ID: 512636-615611
    • Job Location: Tioga, ND
    • Job Level: Entry Level (less than 2 years)
    • Level of Education: High School/GED
    • Job Type: Full-Time/Regular
    • Date Updated: April 06, 2018
    • Years of Experience: Up to 2 Years
    • Starting Date: ASAP
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Job Description:

The Bank of Tioga in North Dakota is hiring for a Client Service Representative (CSR) for the Tioga location. This position is responsible for, but not limited to, processing transactions for clients; count currency, monitor and balance cash drawer; process bank by mail, night deposits, loan payments; issue official checks and gift cards. Individual must complete the 90-day onboarding process which includes bank industry related training. The CSR is accountable for providing exceptional client service through quality conversation, and efficient and accurate processing of client transactions. Work is performed within the framework of TS Banking Group standard operating policies and procedures. Deviations from normal procedures and/or questions are referred to a more experienced banker or the manager.

Preferred education and work experience includes: Possess a high school diploma or GED certification required. One year of work experience as a CSR or similar work experience preferred. Formal training may be substituted on a year-for-year basis for the required work experience.

Position location: Tioga, North Dakota

Experience and Skills:

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

  • Process transactions via the CSR window; verify client identity and documents produced; verify endorsement(s) and funds available; count currency; check transaction for accuracy and completeness; issue receipts; monitor and balance cash drawer; reconcile differences; maintain CSR supplies.
  • Identify the client by name; provide client service to individuals in person and over the telephone; explain the bank’s policies and procedures regarding transactions. Provide accurate deposit rates (including annual percentage yields [APY’s]). Assist clients with safe deposit box entry.
  • Ensure security of assigned CSR drawer; maintain proper amount of currency in cash drawer; buy, sell, and verify currency; recognize counterfeit currency; complete log books and bank slips; process large currency orders; count and bundle currency; process mutilated/unfit currency.
  • Process bank by mail, night deposits, loan payments, savings bonds, cash advances, fund transfers, etc.; issue official checks, Visa Gift Cards and Travel Money Cards.
  • Proficient in Bank Secrecy Act requirements including Currency Transaction Reporting, Monetary Instrument Log and detecting/reporting suspicious/unusual activity.
  • Respond to loan payoff inquiries; contact Credit Operations personnel or refer client, as needed.
  • Attend mandatory bank meetings and training seminars, including but not limited to, the bank’s web based training program.
  • Provide awareness of banking products and services (emphasis on consumer) via outbound communication and interaction with current and prospective clients. Includes Overdraft Reserve. Make appropriate referrals; study and learn about all TS Banking Group products and services offered; gathers and organizes client information based on referrals; answer questions regarding same; make follow-up calls; use Client Relationship Management (CRM) system to prepare and proceed with the next steps in referral process (current and prospective clientele); provide feedback to supervisor and affected bank personnel.
  • Comply with all company and banking regulations, policies, and procedures.

NON-ESSENTIAL DUTIES & RESPONSIBILITIES include the following. Other duties may be assigned. Maintain education and professional expertise through attendance at job related seminars, conferences, and workshops and involvement in professional and community groups. Periodically may be asked to participate in the bank’s business development activities, represent the bank industry and professional associations, community organizations, local business groups, etc., and promote the bank’s favorable image.

SUPERVISORY RESPONSIBILITIES. There are no supervisory responsibilities in this position.

QUALIFICATIONS. Must have a professional presentation; must be a self-starter, be punctual and reliable. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below 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.

EDUCATION and/or EXPERIENCE. High school diploma or general education degree (GED) is required. One year of work experience as a CSR or similar work experience is preferred. Formal training may be substituted on a year-for-year basis for the required work experience.

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 clients and other employees of the organization; Must possess good communication skills.

MATHEMATICAL SKILLS. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

REASONING ABILITY. Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions; Ability to deal with problems involving a few concrete variables in standardized situations.

OTHER SKILLS AND ABILITIES. Use of bank software and programs and other utilized web sites as needed; Operate office and bank equipment (e.g., personal computer and printer, 10-key calculator, typewriter, telephone, fax machine, copier, document scanner, television and VCR, check encoder, coin machine, currency counter, paper cutter, hole punch, dolly, safe deposit timer, vault timer, security system, etc.); Must have good working knowledge of word processing and spreadsheet software programs; Basic CRT Inquiry.

KEY CONTACTS--Internal and External.
Has frequent contact with all departments.
Has constant contact with clients and vendors.

CERTIFICATES, LICENSES, REGISTRATIONS. To effectively perform the job, must have reliable transportation to travel to and from work and other work-related events, meetings, interactions with clients, etc.

PHYSICAL DEMANDS. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to stand; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10- 20 pounds. Specific vision abilities required by this job include close vision, and distance vision.

WORK ENVIRONMENT. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

COMMENTS. Position may require the ability to work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend various meetings and/or training programs.

Benefits

Paid Time Off
Health and Dental Insurance
Wellness Program
Gym Membership Reimbursement
401K Contribution and Match




EEO Employer/Vet/Disabled

TS Banking Group is a covered federal contractor or subcontractor subject to the requirements of the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), as amended, and Section 503 of the Rehabilitation Act of 1973, as amended. As such, TS Banking Group is bound by the terms of VEVRAA and Section 503, and shall not discriminate against individuals with disabilities, and is committed to take affirmative action to employ and advance in employment protected veterans and individuals with disabilities.

TS Banking Group maintains an Affirmative Action Plan for the purpose of proactively seeking employment and advancement in employment of qualified protected veterans and individuals with disabilities. As an individual interested in employment with TS Banking Group, or as one of TS Banking Group's valued employees, TS Banking Group welcomes the opportunity to make its employees and applicants more aware of the TS Banking Group's obligations and affirmative efforts. Upon request, TS Banking Group will make accessible to you its Affirmative Action Plan for protected veterans and individuals with a disability. If you are interested, please submit a written request to Angela Avis during the HR Office's operating hours (9 a.m. to 4 p.m.), and we can schedule a time for you to review the Affirmative Action Plan. (Alternatively, a copy of TS Banking Group's Affirmative Action Plan is available electronically on TS Banking Group's intranet site.) Remote employees not physically located at the facility may access the Affirmative Action Plan through the intranet site, or may request a copy of the Affirmative Action Plan for review and return should no internet access be available.