Customer Service Representative III - Banker

EVERGREEN FEDERAL BANK; Grants Pass (OR); On-site; USD 42,000 - 54,000; Full time

Job summary

Evergreen Federal Bank is seeking a Customer Service Representative III for our Grants Pass Headquarters. You will deliver exceptional customer service, handle deposits, withdrawals, transfers and loan payments, and support branch operations with accuracy and adherence to security procedures.

The role requires strong communication, teamwork, and a track record of precise cash handling, with potential duties including new account support and staff coordination.

Qualifications

• Minimum 3-year experience with cash handling and balancing
• Proven customer service excellence in a financial setting
• Familiarity with banking products and procedures

Responsibilities

• Greet customers and build rapport in person or by phone
• Process deposits, withdrawals, transfers and loan payments accurately
• Adhere to bank policies and security procedures for cash handling
• Balance cash drawer and vault within limits
• Initiate wires and complete monetary instrument transactions
• Assist with opening new accounts and routine account maintenance
• Provide staff support and training as needed
• Attend meetings and complete required certifications

Skills

Cash handling

Customer service

Communication

Teamwork

Attention to detail

Notary (Oregon)

Education

3+ years banking experience

Tools

Microsoft Word

Excel

Outlook

Ten-key

Job description

Description

Evergreen Federal Bank is seeking talented individuals who believe in offering exceptional customer service and enjoy making a positive difference in the community where they live. Celebrating over 90 years of operation, our institution has provided many stable careers. We offer competitive pay and a community-centric culture. We are currently accepting applications for a Customer Service Rep III at our Grants Pass Headquarters location.

Job Summary and Responsibilities

The essential functions of this position are to provide superior customer service to Evergreen customers while assisting in transactions such as deposits, withdrawals, transfers, and loan payments as well as the following:

• Promptly greet customers and build rapport in person or by telephone in a friendly and professional manner.


• Identify issues and offer solutions that will help Evergreen customers experience the most convenient banking possible.


• Process all monetary transactions for customers, (i.e. deposits, withdrawals, loan payments, retirement transactions, check cashing, savings bonds, cashier’s checks, money orders, etc.) within standards for accuracy of no more than 4 occurrences per month (each out of balance condition or proof error is considered 1 occurrence).


• Adhere to bank policy, compliance, procedures and limits to assure accurate cash handling. Maintain proper security of cash drawer, assigned keys and all negotiable items, and work areas are clean at the end of the business day. Complete balancing of teller cash drawer within a 15-minute time period.


• Maintain balancing standard of no more than a maximum of $200.00 in annual rolling cash outages.


• Ability to exercise independent judgment while working with established check cashing guidelines.


• Initiate outgoing domestic and international wires.


• Be knowledgeable of and adhere to all security procedures.


• Complete requests and assignments as provided by management.


• Consistently arrive to work and return from breaks at scheduled time.


• Attend meetings as requested.


• May be required to possess Oregon State Notary License.


• Accurately complete weekly incoming and outgoing cash shipments in dual custody, and order vault cash within the set branch limits.


• Balance vault cash at end of day under dual custody.


• May be assigned as branch trainer or mentor for new CSRs.


• Perform Personal Banker duties when necessary, including opening new accounts, customer and account maintenance, etc.


• Complete monthly certifications as assigned by Branch Manager or Assistant.


• Develop and execute action plans to improve operational controls and mitigate controllable losses while providing excellent customer service.


• May be assigned supervision and leadership to the operational staff when the Branch Manager is away.


• May need to schedule appropriate staffing levels to ensure expected customer service and security.


• May be asked to conduct staff meetings and training sessions to ensure compliance with regulations, policies and procedures.


• May be asked to complete daily reports and decisioning NSF customers in the absence of the Branch Manager.


• Involved in completing and delivering direct staff performance reviews.


• Provide support and/or work at alternate locations when requested and required to do so

Adhere to the Bank's CIP, BSA and related security procedures to ensure bank compliance in your area of responsibility. Accurately completes CTR and monetary instrument reporting when necessary and in a timely manner.

Eligibility

Skills and Abilities

• Thorough understanding of Deposit Products and Bank services.


• Strong communication (written and oral) and organizational skills.


• Strong interpersonal skills and ability to develop rapport with people.


• Ability to work within and foster a team environment.


• Must be able to provide excellent customer service.


• Maintain a professional image.


• Demonstrates a high level of accuracy and attention to detail.


• Ability to manage multiple priorities and achieve results according to branch priority.

Education/Experience

• Minimum of 3-year experience with cash handling with a good balancing record (previous bank experience required).


• Computer knowledge and familiarity with Microsoft Word, Excel, Outlook, and experience using ten-key.

Physical demands

• Must be able to remain in a stationary position for prolonged periods.


• Be able to move about the office to access file cabinets, office machinery, etc.


• Be able to move/transport up to 30 lbs.


• Operate a computer and other office machinery, such as a calculator, copy machine, printer, scanner, and other standard office equipment.


• The work primarily performed in this position is done within an indoor, climate-controlled environment.

Candidates must be able to complete all essential functions and physical requirements of the job with or without a reasonable accommodation.

This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, requirements or working conditions. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

Evergreen Federal Bank is an equal opportunity employer, including veterans and individuals with disabilities.