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The Commercial & Savings Bank · 1 month ago

Customer Service Representative II - Orrville Banking Center

Orrville, OH, US

Full-time

Onsite

New Grad, Entry Level

The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, recognized as a top employer in Northeast Ohio. They are seeking a Customer Service Representative II to provide exceptional service to customers, complete transactions, and grow customer portfolios while strengthening community relations.

BankingFinancial ServicesVenture Capital

Responsibilities

Serve our customers in a professional and caring manner:

Adhere to CSB Customer Service & Retail Ready! Standards

Follow CSB’s professional standards of dress and conduct

Build rapport with customers by asking quality questions to help meet their needs

Demonstrates a commitment to CSB’s vision, mission, and core values and seeks to align one’s behavior in such a way that gives these foundational principles the best chance at becoming a reality

Project a positive image of CSB:

Promote CSB by participating in community activities

Represent CSB through professional and courteous conduct

Execute service & sales initiatives to support growth in customer portfolios:

Utilize relationship banking principles during customer interaction

Understand and have the ability to explain the features and benefits of all banking products and services

Recommend products and services that fit the needs of the customer

Engage customers and prospects to gain an understanding of their individual banking needs and provide those services as determined

Establish new deposit accounts according to Retail Services Handbook guidelines

Track new and closed accounts monthly and report findings to Banking Center Manager

Guide and educate customers in setting up and maintaining all electronic banking services including online, mobile, and text banking

Review the Doc Tracking System and correct outstanding items

Process account maintenance as requested by customers following established procedures as outlined in the Retail Services Handbook

Complete new account customer engagement reviews and phone calls

Develop relationships with CSB business partners including lenders, cash management, trust & brokerage officers

Contact customers, businesses, and community and civic organizations to promote goodwill and generate new business

Operate the teller line within CSB established guidelines for providing excellent customer service and maintaining a productive workspace:

Complete customer transactions as outlined in the Retail Services Handbook while adhering to Bank-wide Policies and Procedures

Maintain cash drawer within acceptable limits as outlined in Bank-wide Policies and Procedures

Balance cash drawer at end of every banking day

Assist customers in accessing safe deposit boxes

Provide customer referrals to bank personnel as appropriate

Scan proof work to Deposit Operations throughout each day

Perform end of day duties as needed, such as utilities and cash advance item reconciliation

Manage Banking Center cash vault as needed:

Maintain proper supply of cash in vault

Prepare cash counts and audits as needed by Bank-wide Policies and Procedures

Maintain supply of official checks and money orders

Count and balance cash in automated teller machines (ATM)

Balance and complete regular maintenance on coin machine

Assist Banking Center Manager in opening and closing the Banking Center

Demonstrates a commitment to CSB’s vision, mission, and core values and seeks to align one’s behavior in such a way that gives these foundational principles the best chance at becoming a reality

Qualification

Customer ServiceRelationship BankingBanking Products KnowledgeCash ManagementCommunication Skills

Required

A high school diploma or general education degree (GED) is required

Demonstrated proficiency with the essential functions of a CSR I

Benefits

Competitive base wage

Incentive compensation and profit sharing

Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance – (plan and/or benefits eligibility requirements apply)

Paid time off for vacation, illness, bereavement, and jury duty

401(k) with an employer match and on-site advisers

Employee Assistant Program (EAP) with free access to mental health resources

Comprehensive wellness program with financial incentives to promote a healthy lifestyle

Training and professional development opportunities to help you reach your long-term goals

Paid holidays available immediately upon hire

Volunteerism opportunities to give back to our local communities