Banking Customer Service Specialist

Security First Bank; Massachusetts; On-site; USD 32,000 - 42,000; Full time

Job summary

Security First Bank is seeking a Customer Service Representative to assist customers with everyday banking needs, including transactions, new accounts, and guidance on bank products and services.

The role requires strong customer service, attention to detail, and the ability to handle confidential information professionally. Openings are part of a customer‑facing team within a locally owned financial services organization with values around integrity and growth.

Qualifications

• High school diploma or equivalent required; accounting or related experience preferred.
• Two years of accounting, bookkeeping, or financial services experience preferred.
• Understanding of accounting principles and financial recordkeeping.
• Proficiency in Microsoft Office, particularly Excel.

Responsibilities

• Reconcile general ledger, subsidiary, and correspondent bank accounts, ensuring accuracy and resolving discrepancies.
• Process accounts payable transactions and support related reporting activities.
• Maintain balanced financial records through account analysis, reconciliations, and documentation.
• Support cash management activities, official check settlements, and CDARS transactions.
• Prepare financial reports and provide operational support to the accounting department.

Skills

Excel

Communication

Analytical skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Security First Bank is seeking a Customer Service Representative to assist customers with everyday banking needs, including transactions, new accounts, and guidance on bank products and services.

The role requires strong customer service, attention to detail, and the ability to handle confidential information professionally. Openings are part of a customer‑facing team within a locally owned financial services organization with values around integrity and growth.