Customer Service Representative I (Port Sanilac)

THUMB BANK & TRUST; Port Sanilac (MI); On-site; USD 32,000 - 42,000; Full time

Job summary

Thumb Bank & Trust in Port Sanilac, MI is seeking a Customer Service Representative I to greet customers, handle transactions, and support daily branch operations. You will balance cash, assist with checks, deposits, and loan payments, and promote banking services in a courteous, professional manner.

Flexibility to work branch hours, including weekends, and the ability to handle high-volume cash while maintaining accuracy and security are essential in this role.

Qualifications

• Banking experience preferred.
• Professional appearance and courteous communication.
• Ability to balance cash and transactions accurately.
• Ability to work weekends and branch hours.

Responsibilities

• Greet customers promptly and courteously via multiple channels.
• Assist with transactions and balance cash drawer daily.
• Maintain proper cash handling and security procedures.
• Process checks, deposits and loan payments accurately.
• Provide information about banking services and products.
• Refer customers to appropriate departments as needed.

Skills

Confidentiality

Customer service

Cash handling

Professional image

Active listening

Mathematical aptitude

Attention to detail

Communication skills

Multitasking

Microsoft Office

Teamwork

Physical ability

Weekend availability

Education

High School

Tools

MS Office

Job description

Job DetailsJob Location: Port Sanilac , MI 48469Position Type: Full TimeEducation Level: High SchoolJob 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.

QualificationsREQUIRED 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