Customer Service Specialist

Waterford Bank, N.A.; Troy (MI); On-site; USD 36,000 - 48,000; Full time

Job summary

Waterford Bank, N.A. is seeking a Customer Service Specialist to support the Branch Operations - Troy, Mi environment. The role emphasizes accurate handling of daily transactions and responsive customer service within item processing and deposit systems.

The position requires a High School diploma with banking coursework, 5 years in bank operations, cash handling, professional presentation, confidentiality, and strong PC skills. A collaborative team player is essential.

Qualifications

• High School Diploma required; business/banking college classes preferred.
• Five (5) years of work experience in Bank Operations are expected.
• Cash handling experience is required.
• Must present a professional image.
• Ability to interact well with clients, co-workers and management.
• Maintains confidentiality of customer information.
• Good PC knowledge is required.
• Ability to work in a team and communicate with all levels.

Responsibilities

• Promote excellent customer service and rapport with clients regarding daily transactions, inquiries and problem resolution.
• Greet customers and ensure requests are handled accurately and promptly; 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/Brinks and incoming mail.
• Verify and balance cash drawer daily with minimal variances.
• Maintain adequate cash drawer limits per bank policy.
• Prepare customer cash/change orders.
• Conduct monthly cash audits.
• Assist supervisor in other duties as assigned.

Skills

Cash Handling

Professional Image

Interpersonal Communication

Teamwork

Confidentiality

PC Knowledge

Bank Operations

Customer Service

Education

High School Diploma

Business/Banking coursework

Job description

Title: Customer Service Specialist

Department: Branch Operations - Troy, Mi

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... The Bank provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, marital status, amnesty, or status as covered veterans in accordance with applicable federal, state, and local laws.