Banking CSR II: Digital Tools & Onboarding Pro

First United Bank; Park River (ND); On-site; USD 38,000 - 50,000; Full time

Job summary

First United Bank is seeking a Customer Service Representative II to act as the branch’s frontline ambassador, delivering exceptional service and handling routine financial transactions. You will assist with deposit accounts, educate customers on digital tools, and support regulatory compliance.

The role requires strong communication, accuracy, and a commitment to risk management in day-to-day banking operations.

Qualifications

• One to two years of prior customer service or cash-handling experience; banking experience preferred.
• Verify proper documentation, identity verification, and compliance with KYC/AML for new accounts.
• Educate customers on online banking, mobile apps, and digital services.

Responsibilities

• Greet customers and assess their needs to provide prompt, friendly service.
• Answer questions about accounts, products, and branch services.
• Resolve customer concerns and escalate complex issues when needed.
• Educate customers on online banking, mobile apps, and fraud prevention best practices.
• Promote branch campaigns and digital services.

Skills

Strong communication

Problem-solving

Interpersonal skills

Attention to detail

Banking software familiarity

Tools

Banking software

Job description

First United Bank is seeking a Customer Service Representative II to act as the branch’s frontline ambassador, delivering exceptional service and handling routine financial transactions. You will assist with deposit accounts, educate customers on digital tools, and support regulatory compliance.

The role requires strong communication, accuracy, and a commitment to risk management in day-to-day banking operations.