Customer Service Specialist

Waterford Bank, N.A.; Toledo (OH); On-site; USD 38,000 - 52,000; Full time

Job summary

Waterford Bank, N.A. is seeking a Customer Service Specialist to support Branch Operations - Main. You will perform operational duties in item processing and deposit systems while delivering friendly, accurate service to customers.

Responsibilities include promoting excellent customer service, greeting clients, handling daily transactions, processing deposits, balancing cash drawers, and supporting the supervisor with related tasks. A professional image and confidentiality are essential.

Qualifications

• High School Diploma required; some banking/business college coursework preferred.
• Minimum 5 years of work experience in Bank Operations.
• Ability to handle cash accurately and maintain confidentiality.
• Professional appearance and strong interpersonal skills.
• Solid PC skills and comfort with banking software.

Responsibilities

• Promote excellent customer service and resolve inquiries and problems.
• Acknowledge and greet customers and route requests to appropriate staff.
• Open night deposit and main vault using dual control and document deposits.
• Process deposits delivered by courier and mail; balance cash drawer daily.
• Conduct monthly cash audits and assist supervisor with duties.

Skills

Customer service

Cash handling

Cash drawer balancing

Professional image

Confidentiality

Teamwork

PC skills

Education

High School Diploma

Some banking/ business college courses

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

• Promote excellent customer service and rapport with clients regarding daily transactions, addressing inquiries and problem resolution.
• 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.
• Open night deposit and main vault using dual control
• Document and process deposits received in night deposit vault
• Process customer deposits delivered by courier/Brinks and incoming mail
• Verifies and balances assigned cash drawer daily with minimal cash variances
• Maintains adequate cash and/or cash drawer limits as required by Bank policy
• Prepare customer cash/change order requests
• Conduct monthly cash audits
• Assist supervisor in all other duties as assigned.

Job Qualifications

• High School Diploma, some business/banking college classes
• Five (5) years of work experience in Bank Operations
• Cash Handling
• Present a professional image
• Interact well with clients, co-workers and management
• Maintains confidentiality of customer account information
• Good PC knowledge
• 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…