Customer Service Representative I/Part-Time (Marlette)

Thumbnational; California, Northern (MO, KY); Hybrid; USD 21,000 - 28,000; Part time

Job summary

Thumb Bank & Trust is seeking a Customer Service Representative I to be the face of the branch, delivering exceptional service while accurately processing transactions and maintaining cash controls.

You will support customers with various banking needs, promote digital banking tools, and work a weekend-friendly schedule as part of a collaborative team.

Qualifications

• High school diploma required; banking experience preferred.
• Strong customer service and high-volume cash handling experience.
• Professional, courteous communication with customers.
• Ability to listen, respond promptly, and resolve issues.
• Detail-oriented with daily balancing and math aptitude.
• Maintains composure under pressure and follows procedures.
• Good written and verbal communication. Self-organization skills.
• Proficient with Microsoft Office and banking software.
• Ability to lift up to 50 lbs. and work branch hours on weekends.

Responsibilities

• Greet and support customers via email, phone, and in-person while following procedures.
• Assist customers with transactions and provide friendly solutions.
• Maintain a positive attitude and build long-term relationships.
• Process cash, checks, withdrawals, deposits, and loan payments accurately.
• Disburse funds after verifying signatures and funds availability.
• Balance cash drawer, perform daily proof, and ensure records match.
• Verify endorsements, dates, IDs, and legality of checks.
• Answer calls professionally and handle inquiries or transfer as needed.
• Introduce customers to mobile, online, and ATM banking options.
• Assist with debit card activations and online access setup.
• Process check orders and debit card orders and limit increases.
• Collaborate with team to complete daily tasks and support management.
• Identify opportunities to promote banking services and products.
• Balance branch ATM and ensure ATM functioning properly.
• Assist with vault tasks, deposits, currency counts, and balancing.
• Refer complex requests to appropriate staff and adhere to policies.
• Participate in community events and additional duties as assigned.

Skills

Customer service

Cash handling

Attention to detail

Strong communication

Problem solving

Teamwork

Confidential information handling

Multi-tasking

Education

High School diploma

Tools

Microsoft Office

Job description

Job Details

Job Location: Marlette, MI 48453

Position Type: Part Time

Education Level: High School

Job Category: Banking

SUMMARY

The Customer Service Representative I is the face of Thumb Bank & Trust. In addition to providing exceptional service to our customers every day, the Customer Service Representative I is responsible for accurately processing transactions and maintaining proper cash management and balancing procedures.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 1. Greet and support Thumb Bank & Trust customers promptly and in a courteous manner via email, phone and in-person while complying with bank procedures and security protocols.
• 2. Assist customers with transaction services and provide solutions in a friendly and efficient manner.
• 3. Maintain a positive and professional attitude while building long term customer relationships.
• 4. Accurately process various financial transactions including cash, checks, withdrawals, deposits and loan payments, issue receipts, and record transactions in the system.
• 5. Disburse funds after verifying signatures and sufficiency of funds to support withdrawal.
• 6. Maintain adequate cash drawer, conduct daily proof, balance cash on hand, ensure transactions and negotiable items prove to the figures on record in the system.
• 7. Evaluate checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents.
• 8. Answer incoming calls in a professional manner, assist with customer service-related inquiries and provide follow-up calls as needed or transfer calls to the appropriate department.
• 9. Introduce customers to new, more efficient ways of banking like mobile, online, and ATMs.
• 10. Assist customers with debit card activations.
• 11. Assist customers with setting up and resetting online access.
• 12. Process customer check orders and re-orders.
• 13. Process debit card orders and debit card limit increases.
• 14. Work as a team with co-workers to complete daily tasks, demonstrating respect and professionalism, being prompt, and supporting management with special requests as needed.
• 15. Identify and capitalize on opportunities to promote new banking services and products.
• 16. Assist with balancing the branch ATM as well as ensuring ATM is functioning properly.
• 17. Assist with vault management such as verifying deposits, counting currency and balancing.
• 18. Properly refer to other staff when more complex requests arise.
• 19. Comply with all financial institution policies and procedures, state and local laws and regulations.
• 20. Willingness to participate in community events.
• 21. Additional duties as assigned.

QUALIFICATIONS

REQUIRED SKILLS:

• 1. Ability to maintain confidential information.
• 2. Previous banking experience preferred.
• 3. Experience providing customer service and high volumes of cash handling preferred.
• 4. Present a professional image and communicate in a courteous, positive, and professional manner.
• 5. Ability to actively listen and respond promptly to customer needs, follow through and resolve issues in a pleasant and helpful manner.
• 6. Good mathematical aptitude to facilitate daily balancing.
• 7. Strong attention to detail with ability to handle competing demands while processing transactions efficiently and accurately.
• 8. Ability to remain composed under pressure, problem solve and defuse tensions to provide solutions to customer issues.
• 9. Excellent communication skills, both verbal and written.
• 10. Pleasant and approachable disposition.
• 11. Ability to multitask, self-organize, and self-monitor follow up.
• 12. Proficient in general computer skills and Microsoft Office (Word, Excel, and Outlook)
• 13. Ability to lift or move up to 50 lbs.
• 14. Available to work branch hours, including weekends

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.