Pathfinder Bank
Key Responsibilities:
Relationship Building: Cultivate and strengthen personal and business relationships within the local community. As a Customer Service Representative you will be “face of Pathfinder Bank”.
Customer Service: Lead by example and inspire those around you to deliver exceptional service. Your interactions with internal and external customers will be instrumental in creating a positive and inclusive environment.
Local Touch: Embrace the opportunity to immerse yourself in the unique needs and aspirations of our local community. Your insights will guide our efforts to provide tailored financial solutions.
Identify Needs: Interacting with customers and creating relationships is how everyone here at Pathfinder Bank can help turn dreams into reality.
What We Offer:
A fulfilling and rewarding career with opportunities for growth and development.
Competitive compensation and benefits package including paid holidays, paid time off, medical (including virtual care and work-life balance services), vision, and dental insurance, a 401K with a generous match, tuition reimbursement, banking discounts, and more!
Summary/Objectives
The Customer Service Representative (CSR) is responsible for providing exceptional service to branch customers and resolving routine customer problems in a timely manner. The position is a key driver of branch referrals that assist the branch team in achieving their annual goals. The CSR is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the position to stay current on operational changes and demonstrate good risk management decisions to assist the branch in growing the bank, while managing preventable losses and reducing fraudulent activity.
Essential Functions
Deliver exceptional customer experiences including proactively greeting customers, smiling, using their name, and ending each interaction (whether in person or on the phone) by saying, Thank you for banking with Pathfinder Bank. While maintaining confidentiality of all customer records and documents.
Process a variety of retail and commercial transactions, including deposits, withdrawals, loan payments, and check cashing in an accurate and efficient manner. Assist with support work.
Promotes the Banks products and services and refers customers to the appropriate sales personnel. Answers customers routine banking questions; refers complex inquiries to management.
Verify check endorsements and funds availability and disburse cash to customers in the conduct of transactions and according to policy. Issue receipts to customers for transactions processed to provide a record of activity. Balance daily work, adhering to all procedures stated in the employee difference policy.
Update customer contact information on an ongoing basis to be sure we have the most accurate data on the even the bank would need to contact them.
Understand and adhere to risk and regulatory standards, policies, and controls. Identify risk-related issues needing escalation to management.
Demonstrate by proactively assisting other branch colleagues when needed as well as actively participating and contributing during branch team meetings.
Requirements
High school diploma or equivalent
At least one year customer service experience
1-3 years banking experience or cash handling experience
Professional in appearance and conduct
Intermediate computer skills (Microsoft Office and Outlook)
Basic mathematical functions
Ability to work as part of a team and assist other team members
Ability to adapt to change
Attention to detail and quality of work
Ability to multi-task
Positive attitude
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