Customer Service Representative Intern

1st Security Bank; Port Townsend (WA); On-site; USD 30,000 - 45,000; Full time

Job summary

A community bank in Washington is seeking a customer service representative to greet clients and assist with their needs. The role involves cash drawer and vault operations and achieving referral goals. Key responsibilities include adhering to customer service protocols, handling cash properly, and being proactive in enhancing the customer experience. Candidates should be dependable and reliable, focusing on delivering high-quality service in a financial setting.

Responsibilities

• Ensure customer service through greeting and assisting clients.
• Adhere to the bank's customer service protocols.
• Follow cash handling procedures and count cash accurately.
• Take ownership of the customer experience.
• Achieve monthly branch goals and referral targets.
• Participate in customer calls as required.

Job description

POSITION SUMMARY

Responsible for first line branch customer service by greeting clients (in person or by telephone) and appropriately assisting them either personally or by referral to another team member. Responsible for cash drawer and vault operations, ATM and cash recycler operations, and daily proof and cash balancing. Consistently refers customers when appropriate sales opportunities present themselves and meets referral goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Must adhere to the Core Values of 1st Security Bank and demonstrate dependability and reliability in all aspects of the position.
• Must understand and adhere to the Bank's Customer Service Protocols when greeting, meeting and interacting with customers.
• Must follow cash handling procedures and be proficient in counting cash and making deposits for customers.
• Takes ownership of the customer experience by being present and willing to help.
• Helps achieve monthly branch goals and achieves referral goals to add value to our customers or prospective customers.
• Participates in customer calls for tasks such as CD maturity notifications, birthday greetings, marketing or call campaigns or other lists provided by management.