Onsite Bank CSR & Cross-Sell Specialist

Midstates Bank; Neola Township (IA); On-site; USD 32,000 - 42,000; Full time

Job summary

Midstates Bank in Neola, IA seeks a Customer Service Representative (CSR) to handle everyday banking tasks onsite. You will assist customers with deposits, withdrawals, check cashing, and account inquiries while cross-selling bank products to meet needs. You will also open and close consumer and business accounts.

The role requires confidentiality, adherence to policies, teamwork, and community involvement. This is an on-site position requiring dependable customer service skills and integrity.

Qualifications

• HS Diploma or equivalent.
• Cash handling experience.
• Customer facing experience.

Responsibilities

• Provides account services to customers by receiving deposits; cashing checks, issuing savings withdrawals; processing night and mail deposits; selling cashier's checks, and money orders; redeeming US savings bonds.
• Records transactions by logging cashier's checks, and other special services; obtains the necessary information to complete currency transaction reports.
• Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative.
• Performs account opening and closing duties for consumer and business customers including checking, savings, CDs, HSAs, other product types; provides ongoing support of these products.
• Completes special requests by closing accounts; taking orders for checks; providing special statements, copies, faxes, and referrals; completing safe-deposit box procedures.
• Reconciles cash drawer by proving cash transactions; counting and packaging currency and coins; turning in excess cash and mutilated currency to teller manager; maintaining supply of cash and currency.
• Complies with bank operations and security procedures by participating in all dual-control functions; assisting in certification of proof.
• Maintains customer confidence and protects bank operations by keeping information confidential.
• Contributes to team effort by accomplishing related results as needed.
• Willing to travel to other locations to cover staffing as needed.
• Participates in civic activities to promote growth and development of the community and a positive image for the bank.
• Other duties as assigned.

Skills

Customer Service

Attention to Detail

General Math Skills

Positive Communication

Integrity

Selling to Customer Needs

People Skills

Microsoft Windows and Office

Jack Henry SilverLake software

Education

HS Diploma or equivalent

Tools

Microsoft Office

Jack Henry SilverLake

Job description

Midstates Bank in Neola, IA seeks a Customer Service Representative (CSR) to handle everyday banking tasks onsite. You will assist customers with deposits, withdrawals, check cashing, and account inquiries while cross-selling bank products to meet needs. You will also open and close consumer and business accounts.

The role requires confidentiality, adherence to policies, teamwork, and community involvement. This is an on-site position requiring dependable customer service skills and integrity.