The Customer Service Representative (CSR) is responsible for delivering exceptional customer service while accurately processing financial transactions and opening new accounts, including savings, checking, certificates of deposit (CDs), and Individual Retirement Accounts (IRAs). This position requires strict adherence to bank policies and procedures, proactive cross-selling of PNB products and services, and the ability to effectively manage multiple tasks in a fast-paced environment. Professional appearance and strong communication and computer skills are essential.

Duties and Responsibilities

1. Process customer financial transactions in accordance with all bank policies, procedures, rules, and regulatory guidelines.


2. Maintain security and accountability of cash, negotiable instruments, and transaction documentation.


3. Handle large volumes of cash and balance an individual cash drawer daily with accuracy.


4. Open and maintain various deposit accounts, including savings, checking, CDs, and IRAs, based on customer needs.


5. Accurately prepare and review all required documentation for transactions and new accounts.


6. Proactively identify customer needs and promote bank products and services; refer opportunities to appropriate departments when necessary.


7. Respond to customer inquiries in person, by telephone, or in writing; resolve routine issues and escalate concerns to management as appropriate.


8. Develop and strengthen customer relationships by identifying opportunities to expand existing accounts and services.


9. Process a variety of transactions, including deposits, withdrawals, check cashing, loan payments, account closures, cashier’s checks, and money orders.


10. Maintain a professional, courteous, and friendly demeanor when interacting with customers and colleagues.


11. Assist with lobby flow and provide support to ensure efficient customer service operations.


12. Complete special projects and perform additional duties as assigned.


13. Ensure compliance with all regulatory reporting requirements associated with the position.


14. Provide training and support to other CSRs as needed.


15. Maintain regular attendance and be available to work 40+ hours per week.

Qualifications

• High School Diploma or equivalent required; some college coursework preferred.


• Minimum of three (3) years of operational experience in clerical or administrative roles.


• Proficiency in word processing and spreadsheet applications.


• Thorough knowledge of English grammar, spelling, punctuation, and written communication.


• Excellent verbal communication skills and strong attention to detail.


• Ability to multi-task and work effectively under pressure.

Job #642325