Banking Customer Service Specialist

Security First Bank; Lincoln (NE); On-site; USD 36,000 - 48,000; Full time

Job summary

Security First Bank is seeking a Customer Service Representative to assist customers with everyday banking needs, including deposits, withdrawals, and account openings. The role emphasizes accuracy, confidentiality, and strong customer service in person and over the phone.

Responsibilities include handling transactions, maintaining customer records, and guiding customers on bank products while ensuring compliance with policies and privacy standards.

Qualifications

• High School Diploma or GED required.
• 1–12 months cash‑handling or customer service experience preferred.
• Basic understanding of accounting procedures.
• Familiarity with office equipment and standard computer applications.
• Strong customer service skills and ability to work with confidential information.

Responsibilities

• Process customer financial transactions, including deposits, withdrawals, loan payments, transfers, ACH, and wire requests.
• Maintain accurate customer records by posting transactions, completing account maintenance, and opening new accounts.
• Provide customer support in person and by phone, assisting with inquiries, problem resolution, and online banking questions.
• Balance cash drawer and reconcile daily work to ensure accuracy.
• Research transaction discrepancies or missing items as needed.
• Review reports to ensure compliance with bank policies and regulatory requirements.
• Promote bank products and make referrals to appropriate departments.
• Maintain strict confidentiality and perform additional duties as assigned.

Skills

Cash handling

Customer service

Confidentiality

Accounting basics

Office equipment

Computer basics

Attention to detail

Education

High School Diploma or GED

Job description

Security First Bank is seeking a Customer Service Representative to assist customers with everyday banking needs, including deposits, withdrawals, and account openings. The role emphasizes accuracy, confidentiality, and strong customer service in person and over the phone.

Responsibilities include handling transactions, maintaining customer records, and guiding customers on bank products while ensuring compliance with policies and privacy standards.