Customer Service Representative
State Savings Bank - Suttons Bay, MI
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The CSR needs to be aware of and greet customers entering the Bank. The CSR provides prompt and efficient service handling transactions, managing a cash drawer, answering inquiries and referring the customer to products and services offered by the Bank. The CSR should be available to work Monday thru Saturday. "Yes, I can!" approach to business. Requirements TASKS: • Accurately process transactions, check cashing, deposits/withdrawals from checking and savings accounts, payments on commercial, consumer, and mortgage loans. • Issue Money Orders, Cashier's checks, and Gift Cards. • Perform balancing of cash drawer, buying and selling cash to vault. • Accurately prepare and transmit proof. • Identify counterfeit money. • Cash US Savings Bonds. • Answer phones, filing, maintaining supplies. • Answer basic customer inquiries regarding interest rates, service charges, account histories, cross-sell products offered by the Bank and refer customers to proper department as needed. • Follow all Bank policies and procedures. • Maintain professional, business-like appearance. • Perform other tasks requested by supervisor related to the Bank and its function. WORK ACTIVITIES: • Communicating with Supervisors, Peers, or Subordinates • Establishing and Maintaining Interpersonal Relationships • Communicating with Persons Outside Organization • Processing Information • Answer telephones to direct calls or provide information. • Discuss goods or services information with customers. • Greet customers, patrons, or visitors. • Operate computers or computerized equipment. • Respond to customer needs Process mail transactions.
Created: 2026-03-10