Branch Banking Customer Experience Specialist

Isabella Bank; Mount Pleasant (MI); On-site; USD 32,000 - 42,000; Full time

Job summary

Isabella Bank is seeking a Branch Customer Service Representative to open new saving and checking accounts, CDs and IRAs, process loans and assist loan officers and Branch Manager or Supervisor as needed. The role also supports teller duties and on-site customer service.

Responsibilities include assisting customers in person or by phone, cross-marketing bank products, verifying loan documents, and traveling to other branches to support staffing.

Qualifications

• Open and maintain accounts including savings, checking, CDs, and IRAs.
• Assist loan processing and support loan officers and Branch Manager.
• Provide administrative support to Branch Manager or Branch Supervisor.
• Travel to other branches may be required.

Responsibilities

• Assists customers, in person or via phone, with opening and maintaining accounts, and provides other customer services as needed.
• Expected to serve on teller line as needed.
• Cross-markets financial institution products and services as appropriate.
• May assemble and verify accuracy of loan documents and check documents for vesting, descriptions, dates and signatures.
• May assist in processing mortgage and installment loans by inputting customer information and ensuring loan files contain documents with signatures and dates.
• Provide administrative assistance to the Branch Manager or Branch Supervisor.
• Travel to other branches to assist with staffing may be required.
• Teller duties as needed.
• Other duties as assigned.

Skills

Verbal and written communication

Strong computer skills

Mathematical skills

Enthusiastic, positive personality

Teamwork / independent work

Multi-tasking in a fast-paced env

Education

High School Diploma

2+ years banking experience

Experience opening new accounts

Loan documentation experience

Job description

Isabella Bank is seeking a Branch Customer Service Representative to open new saving and checking accounts, CDs and IRAs, process loans and assist loan officers and Branch Manager or Supervisor as needed. The role also supports teller duties and on-site customer service.

Responsibilities include assisting customers in person or by phone, cross-marketing bank products, verifying loan documents, and traveling to other branches to support staffing.