About this role
Title : CSR
Department : Branch Operations
Status : Full-Time, Hourly, Non-Exempt
Schedule : Monday - Friday, daytime shifts plus rotating Saturday mornings
Benefits : 401(k) match, Paid Holidays, Vacation, Sick/Personal days, medical, dental, vision insurance, $100 logo apparel gift card, and more.
A CSR provides front-line customer service and supports daily branch operations by processing transactions, assisting with account servicing, and resolving routine customer inquiries. This role ensures accuracy, compliance, and a positive customer experience while supporting team members and maintaining strong operational controls.
Primary Duties:
- Deliver prompt, professional customer service by handling in-person and phone inquiries, identifying needs, and providing accurate information or referrals
- Process routine financial transactions, including deposits, withdrawals, transfers, loan payments, cashiers checks, and night deposits with a high degree of accuracy
- Perform account servicing activities such as basic account opening/closing, maintenance requests, and digital banking support (e.g., password resets, bill pay assistance)
- Maintain cash controls by balancing teller drawers, processing vault transactions, monitoring cash limits, and identifying counterfeit currency
- Support branch operations by processing mail transactions, completing logs and reports (e.g., CTRs, cashiers checks), and assisting with wire preparation and document processing
- Assist with ATM and safe deposit box operations, including balancing, replenishment, customer access, and basic maintenance coordination
- Educate customers on bank products and services and identify opportunities to refer or cross-sell appropriate solutions
- Support team effectiveness by assisting with training or answering questions for less experienced staff
- Ensure compliance with all bank policies, procedures, and regulatory requirements, including BSA/AML, and report suspicious activity
- Complete training required by management
- Perform additional duties as assigned to support branch operations
Qualifications
Qualifications:
- High school diploma or equivalent required
- 1+ year of customer service, cash handling, or banking experience preferred
- Strong communication and interpersonal skills with a customer-focused approach
- Attention to detail and accuracy in transaction processing and recordkeeping
- Ability to multitask and work efficiently in a fast-paced environment
- Basic proficiency with computer systems and ability to learn banking software
- Demonstrates integrity and ability to handle confidential information responsibly
NOTE: This job description does not create an employment contract, implied or otherwise, other than an at-will employment relationship.
Equal Opportunity Employer