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Part Time Customer Service Associate I

POSITION OBJECTIVE
 
RESPONSIBILITIES
  • Processes customer transactions according to the Bank's policies and procedures.
  • Ensure regulatory requirements, such as Anti Money Laundering and Bank Secrecy Act are adhered to.
  • Build customer loyalty through courteous, professional service according to the Banks' established Sales and Service Standards.
  • Maintain knowledge of all Bank products and services to effectively promote the Bank to customers
  • Profile customers and open new accounts, as needed.
  • Identify customer needs and make appropriate referral of products and services while executing a smooth transition of customer to platform personnel or open
  • Consistently utilize 360 View CRM to log and manage the customer complaint process, customer inquiry process and referral leads to and from other business units throughout the Bank
  • Completes daily proof, investigates, resolves and reports out of balance conditions to supervisor.
  • Services and proves the ATM.
  • Assists with vault and shipment control as needed.
  • Prepares CTR form on appropriate transactions.
  • Updates bank check and money order issued logs and maintains inventory.
  • Scans checks and maintains daily capture log.
  • Trains and supports new tellers.
  • Demonstrate ISB Core Values in all actions
  • Performs other duties as may be assigned.

 


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