Customer Service Representative I

Reliabank Dakota; Sioux Falls (SD); On-site; USD 34,000 - 52,000; Full time

Job summary

Reliabank Dakota in Sioux Falls seeks a Customer Service Representative to handle teller transactions, open new accounts, and assist customers with banking needs. The role emphasizes accuracy, courtesy, and cross-selling of bank products.

CSRs progress through levels based on experience, with responsibilities expanding to include more complex service and sales tasks. Occasional travel to other branches may be required.

Qualifications

• High School diploma or equivalent required.
• 2-3 years of related customer service experience preferred.
• Occasional travel to other branches required.

Responsibilities

• Perform banking transactions including deposits, withdrawals, money orders, loan transactions, certificates of deposit and IRA accounts.
• Greet and assist customers; answer the phone; explain services and refer customers to appropriate staff.
• Open new accounts in accordance with bank policies and procedures.
• Prepare and maintain the lobby area, record night and mail deposits, balance cash drawer and rotate proof.
• Cross-sell bank products by informing customers of services and promotions.

Skills

Customer service

Education

High School diploma or equivalent

Job description

Description

POSITION SUMMARY

Customer Service Representatives (CSRs) provide a variety of efficient and courteous client services, acting as a primary source of personal banking support including teller and customer services. CSRs may also refer clients to appropriate individuals for other bank services as necessary. This role is structured into levels (CSR I-III) based on experience, knowledge, and responsibility. While the core function of the position remains the same, progression through levels reflects growth in technical expertise, independence, and scope of client service responsibilities. For detailed expectations by level, refer to the CSR Leveling Guidelines.

PRIMARY ACCOUNTABILITIES AND RESPONSIBILITIES

ACCOUNTABILITY 1: Perform Transactions

Conduct a variety of banking transactions including, but not limited to deposits, withdrawals, money orders, loan transactions, certificates of deposit and IRA's. Perform services in accordance with bank standards, policies and procedures.

ACCOUNTABILITY 2: Customer Service

Greet and assist customers as they enter the bank. Answer the phone according to Reliabank standards. Explain services and answer any questions customers may have. Refer customers to other bank personnel when appropriate.

ACCOUNTABILITY 3: New Accounts

Open new accounts as needed in accordance with bank standards, policies, and procedures. This may include demand deposit accounts, certificates of deposit, safe deposit boxes, IRAs, and/or debit cards.

ACCOUNTABILITY 4: Daily Operations

Prepare and maintain the bank lobby area for business. Record night and mail deposits. Maintain a balanced cash drawer and assist other CSRs in the rotation of running proof multiple times throughout each day.

ACCOUNTABILITY 3: Sales

Cross-sell bank products by answering inquiries, informing customers of new services and product promotions, ascertaining customers' needs, and directing customers to appropriate bank personnel.

OTHER DUTIES AS ASSIGNED

This position description describes the general nature and level of work performed by the individual assigned to this position and should not be interpreted as all inclusive. It does not state or imply that these are the only duties and responsibilities assigned to the position. The employee may be required to perform other job-related duties. All requirements are subject to change and to possible modification to reasonably accommodate individuals with a disability.

This position description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the position change.

Requirements

EDUCATION, EXPERIENCE AND OTHER REQUIREMENTS

EDUCATION

High School diploma or equivalent required.

EXPERIENCE

2-3 years of related customer service experience preferred.

OTHER SKILLS & ABILITIES

Occasional travel to other branches required.

PERFORMANCE MEASURES

METHODS OF ACCOUNTABILITY

This position description describes the general nature and level of work performed by the individual assigned to this position and should not be interpreted as all inclusive. It does not state or imply that these are the only duties and responsibilities assigned to the position. The employee may be required to perform other job-related duties. All requirements are subject to change and to possible modification to reasonably accommodate individuals with a disability.

This position description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the position change.