Customer Service Specialist

Waterford Bank, N.A; Toledo (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

Waterford Bank, N.A. in Toledo, OH seeks a Customer Service Specialist to support daily transactions and operational duties in Item Processing and Deposit Systems. You will greet customers, resolve inquiries, and refer complex requests to branch staff for appropriate products and services.

The role requires a high school diploma, 5 years in bank operations, cash handling experience, and a professional, confidential approach. Strong PC skills and teamwork are essential.

Qualifications

• High School Diploma, some banking classes or coursework.
• 5 years of work experience in Bank Operations.
• Cash handling and accurate cash drawer balancing.
• Professional appearance and client confidentiality.
• Strong communication with clients and colleagues.
• Solid PC skills and teamwork ability.

Responsibilities

• Promote excellent customer service and rapport with clients regarding daily transactions and inquiries.
• Acknowledge/greet customers and refer to appropriate staff for products and services.
• Open night deposit and main vault using dual control.
• Document and process deposits in night deposit vault.
• Process customer deposits delivered by courier and incoming mail.
• Verify and balance assigned cash drawer daily with minimal variances.
• Maintain cash drawer limits as required by policy.
• Prepare customer cash/change order requests.
• Conduct monthly cash audits.
• Assist supervisor in other duties as assigned.

Skills

Customer service

Cash handling

Professional image

Teamwork

Confidentiality

PC skills

Education

High School diploma

Banking coursework

Tools

PC knowledge

Job description

Title: Customer Service Specialist

Department: Branch Operations - Main

Reports to: Branch Customer Service Manager

Summary:

Functions in a Customer Service Representative capacity and performs Operational duties in Item Processing and Deposit Systems.

Essential Duties and Responsibilities:

1. Promote excellent customer service and rapport with clients regarding daily transactions, addressing inquiries and problem resolution.
2. Acknowledge/greet customers and ensure their requests are handled accurately and in a timely manner; refer clients to the appropriate banking staff personnel for products and services.
3. Open night deposit and main vault using dual control
4. Document and process deposits received in night deposit vault
5. Process customer deposits delivered by courier/Brinks and incoming mail
6. Verifies and balances assigned cash drawer daily with minimal cash variances
7. Maintains adequate cash and/or cash drawer limits as required by Bank policy
8. Prepare customer cash/change order requests
9. Conduct monthly cash audits
10. Assist supervisor in all other duties as assigned.

Job Qualifications:

1. High School Diploma, some business/banking college classes
2. Five (5) years of work experience in Bank Operations
3. Cash Handling
4. Present a professional image
5. Interact well with clients, co-workers and management
6. Maintains confidentiality of customer account information
7. Good PC knowledge
8. Ability to work in a team atmosphere and be able to interact and communicate with individuals at all levels

Waterford Bank, N.A. is an Equal Opportunity and Aff…