Banking Customer Service & Operations Specialist

RiseMe; Toledo (OH); On-site; USD 40,000 - 54,000; Full time

Job summary

Waterford Bank, N.A. is seeking a Customer Service Specialist to function within Branch Operations—Main, reporting to the Branch Customer Service Manager. The role emphasizes customer service for daily transactions and performing operational duties in item processing and deposit systems.

The candidate should have five years of bank operations experience, cash handling skills, and a professional appearance, with strong communication and confidentiality. Join a team oriented environment in Toledo.

Qualifications

• High School Diploma or equivalent with some banking/business classes.
• Five years of work experience in Bank Operations.
• Cash handling experience and professional presentation.
• Ability to interact with clients, co-workers and management.
• Mantains confidentiality of customer account information.
• Good PC knowledge and basic software skills.
• Team oriented and able to communicate across levels.

Responsibilities

• Promote excellent customer service and rapport with clients regarding daily transactions, addressing inquiries and problem resolution.
• Acknowledge/greet customers and ensure their requests are handled accurately and in a timely manner; refer clients to the appropriate banking staff personnel for products and services.
• Open night deposit and main vault using dual control
• Document and process deposits received in night deposit vault
• Process customer deposits delivered by courier/Brinks and incoming mail
• Verifies and balances assigned cash drawer daily with minimal cash variances
• Maintains adequate cash and/or cash drawer limits as required by Bank policy
• Prepare customer cash/change order requests
• Conduct monthly cash audits
• Assist supervisor in all other duties as assigned.

Skills

Cash Handling

Professional Image

Client Interactions

Team Player

Data Confidentiality

PC Literacy

Communication

Education

High School Diploma

Banking/Business Classes

Job description

Waterford Bank, N.A. is seeking a Customer Service Specialist to function within Branch Operations—Main, reporting to the Branch Customer Service Manager. The role emphasizes customer service for daily transactions and performing operational duties in item processing and deposit systems.

The candidate should have five years of bank operations experience, cash handling skills, and a professional appearance, with strong communication and confidentiality. Join a team oriented environment in Toledo.