JOB SUMMARY

The Utility Client Service Representative (CSR) provides support at any of the CNB branch offices (as scheduled) with outstanding client service while performing a variety of client savings, checking and credit account transactions, as well as opening news accounts, etc. Also may assist with various branch procedures, including ATM balancing, Vault balancing, etc.

DUTIES

• Provides outstanding service to clients while meeting their needs for cashing checks, making deposits, withdrawals or loan payments, redeeming US Savings bonds, processing cashier’s checks and money orders.
• Assists in opening and closing savings, checking and certificates of deposit.
• Determines the need to place holds on checks being deposited and/or cashed, when applicable.
• Cross-sells other bank services.
• Balances teller window on a daily basis and remains within teller balancing guidelines.
• Processes night deposits.
• Assists with handling collection items.
• Assists with wrapping or unwrapping coin.
• Assists in balancing of ATM, when applicable.
• Maintains and protects confidentiality of customer information.
• Maintains regular, on-time attendance.
• Remains current in assigned training and continuing education for designation retention (online, video, in-house emails, telephone seminars, etc.)
• Complies with all regulatory requirements including Bank Secrecy Act and all others specific to their position.
• Performs other various duties as assigned.

CONTACT WITH OTHERS – INTERNAL

• Communicates on a regular basis with supervisor, other tellers, branch managers, client service and new accounts staff.
• Communicates frequently other bank staff members.

CONTACT WITH OTHERS – EXTERNAL

• Communicates on a regular basis with clients.

SKILLS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High school diploma or equivalent.
• Previous banking/teller/new accounts experience a plus.
• Passion for providing a stellar customer service experience to all customers (external and internal) and ability to instill this passion in others.
• Excellent interpersonal skills (tactfulness, cooperation, courteousness and customer friendliness) are necessary to represent the bank in a positive manner.
• Positive and cooperative approach when working with others.
• Excellent written communication skills with demonstrated ability to write communications clearly, concisely and effectively, with attention to detail for visually appealing output and accurately proofreading publications.
• Excellent verbal communication skills with the demonstrated ability to effectively present information to customers and management.
• Ability to maintain confidentiality and handle sensitive information.
• Ability to efficiently and accurately keyboard information, both computer and calculator.
• Strong computer skills with a proficiency in MS Word, Excel and Outlook.
• Knowledge of basic accounting principles.

WORKING CONDITIONS

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the work environment will include:

• Works in a normal office environment.
• Travel between branch locations, as needed.

PHYSICAL REQUIREMENTS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to:

• Communicate effectively, both verbally and in writing.
• Keyboard information (computer and calculator).
• Identify U.S. and Canadian Currency.
• Count and handle currency and coin accurately.
• Travel to other branch locations, as needed.