Banking Operations & Customer Experience Specialist

Waterford Bank, N.A; Toledo (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

Waterford Bank, N.A. in Toledo, OH seeks a Customer Service Specialist to support daily transactions and operational duties in Item Processing and Deposit Systems. You will greet customers, resolve inquiries, and refer complex requests to branch staff for appropriate products and services.

The role requires a high school diploma, 5 years in bank operations, cash handling experience, and a professional, confidential approach. Strong PC skills and teamwork are essential.

Qualifications

• High School Diploma, some banking classes or coursework.
• 5 years of work experience in Bank Operations.
• Cash handling and accurate cash drawer balancing.
• Professional appearance and client confidentiality.
• Strong communication with clients and colleagues.
• Solid PC skills and teamwork ability.

Responsibilities

• Promote excellent customer service and rapport with clients regarding daily transactions and inquiries.
• Acknowledge/greet customers and refer to appropriate staff for products and services.
• Open night deposit and main vault using dual control.
• Document and process deposits in night deposit vault.
• Process customer deposits delivered by courier and incoming mail.
• Verify and balance assigned cash drawer daily with minimal variances.
• Maintain cash drawer limits as required by policy.
• Prepare customer cash/change order requests.
• Conduct monthly cash audits.
• Assist supervisor in other duties as assigned.

Skills

Customer service

Cash handling

Professional image

Teamwork

Confidentiality

PC skills

Education

High School diploma

Banking coursework

Tools

PC knowledge

Job description

Waterford Bank, N.A. in Toledo, OH seeks a Customer Service Specialist to support daily transactions and operational duties in Item Processing and Deposit Systems. You will greet customers, resolve inquiries, and refer complex requests to branch staff for appropriate products and services.

The role requires a high school diploma, 5 years in bank operations, cash handling experience, and a professional, confidential approach. Strong PC skills and teamwork are essential.