The #1 Site for Finance Jobs - search all Finance jobs.
Mbq3pv74nlsnllzwjpb

Customer Service Representative

Description

Customer Service Representative

Bronx, NY

Job Summary:

Under the general supervision of the Customer Service Supervisor, the Customer Service Rep. welcomes and interviews prospective depositors, explaining the various forms of accounts available to them. Opens new accounts and outlines the Bank's rules and regulations covering transactions.  The incumbent apprises depositors of the protection offered them through the Federal Deposit Insurance Corporation (FDIC) and cross-sells additional bank products and services to all new and existing depositors.  Additionally, this role is responsible for verifying the signature of depositors when checks are presented to open new accounts and ensures that acceptable identification is presented in accordance with bank policy.  Passbooks are accepted on a collection basis. 

The Customer Service Rep. keeps on a current basis, records of incomplete, incorrect or outstanding signature cards authorizing withdrawals against accounts maintained in the name of organizations.  Completes drafts, provides information on all new accounts and those that may be required, files new account documentation and CD renewal forms and checks new account computer related reports for accuracy.  May be required to sell bank insurance products and performs related banking floor duties as assigned.

The Customer Service Rep. may be required to work weekends and/or extended hours and regular, reliable attendance is critical.  The incumbent may also be required to work at neighboring branch locations.

Additional responsibilities include:

  • Periodically performing non-CSR clerical duties.
  • Willingness to be cross-trained in non-CSR functions.
  • Assisting in preparing various reports.
  • May assist in the opening and closing of the vault.
  • May assist with on-the-job training of newly-hired CSRs.
  • Periodically attending off-site training workshops.

Skills/Qualifications:

  • High School Diploma/GED and 1+ years of retail banking customer service experience.

  • Comprehensive knowledge of all new account operations, which include the various types of accounts and services offered to the public and related departmental work.

  • Excellent communication, interpersonal and organizational skills.

  • Strong sales experience for marketing banking products.

  • Must be able to work on Saturdays and late on Fridays.

Apple Bank offers Medical/Dental, 401k and Tuition Reimbursement to full time employees.

We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Requirements

 

Job Snapshot

Location US-NY-The Bronx
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Other
Apply

Company Overview

Apple Bank

From the remnants of the Civil War, a new America emerged. The country was shifting from an agrarian society to one that was more modernized, and various financial reforms compelled the formation of banks throughout the country. While many of those institutions have disappeared into history, Apple Bank continues to stand strong, tracing its roots to the founding bank that was established in 1863 in the Dutch community of Haarlem, New York. In prosperous Haarlem, a group of men committed to serve the financial needs of their neighbors under the auspices of the Haarlem Savings Bank. The Haarlem of that time would be unrecognizable today, with working farms and undeveloped lots dominating the landscape. In April 1863, these men convened at the Rosenbourgh Haarlem Bridge House, a tavern owned by one of the bank’s first trustees, to finalize paperwork that led to the bank opening its doors in June, about a month before the infamous draft riots tore apart the city. Learn More

Contact Information

US-NY-The Bronx

Icon-social-facebookIcon-social-linkedin
Snapshot
Apple Bank
Company:
US-NY-The Bronx
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Other
Store Type:

Description

Customer Service Representative

Bronx, NY

Job Summary:

Under the general supervision of the Customer Service Supervisor, the Customer Service Rep. welcomes and interviews prospective depositors, explaining the various forms of accounts available to them. Opens new accounts and outlines the Bank's rules and regulations covering transactions.  The incumbent apprises depositors of the protection offered them through the Federal Deposit Insurance Corporation (FDIC) and cross-sells additional bank products and services to all new and existing depositors.  Additionally, this role is responsible for verifying the signature of depositors when checks are presented to open new accounts and ensures that acceptable identification is presented in accordance with bank policy.  Passbooks are accepted on a collection basis. 

The Customer Service Rep. keeps on a current basis, records of incomplete, incorrect or outstanding signature cards authorizing withdrawals against accounts maintained in the name of organizations.  Completes drafts, provides information on all new accounts and those that may be required, files new account documentation and CD renewal forms and checks new account computer related reports for accuracy.  May be required to sell bank insurance products and performs related banking floor duties as assigned.

The Customer Service Rep. may be required to work weekends and/or extended hours and regular, reliable attendance is critical.  The incumbent may also be required to work at neighboring branch locations.

Additional responsibilities include:

  • Periodically performing non-CSR clerical duties.
  • Willingness to be cross-trained in non-CSR functions.
  • Assisting in preparing various reports.
  • May assist in the opening and closing of the vault.
  • May assist with on-the-job training of newly-hired CSRs.
  • Periodically attending off-site training workshops.

Skills/Qualifications:

  • High School Diploma/GED and 1+ years of retail banking customer service experience.

  • Comprehensive knowledge of all new account operations, which include the various types of accounts and services offered to the public and related departmental work.

  • Excellent communication, interpersonal and organizational skills.

  • Strong sales experience for marketing banking products.

  • Must be able to work on Saturdays and late on Fridays.

Apple Bank offers Medical/Dental, 401k and Tuition Reimbursement to full time employees.

We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Requirements

 
MoneyJobs Advice

For your privacy and protection, when applying to a job online: Never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.Learn More

By applying to a job using moneyjobs.com you are agreeing to comply with and be subject to the workinretail.com Terms and Conditions for use of our website. To use our website, you must agree with theTerms & Conditionsand both meet and comply with their provisions.
Customer Service Representative Apply now