Customer Service Representative - FT

MAJOR RESPONSIBILITIES:

Customer Service & Support

• Greet customers, assess their needs, and provide prompt, friendly, and professional assistance.
• Answer questions regarding customer account information, bank products, digital banking tools, and branch services.
• Resolve customer concerns, research issues, and escalate complex situations when necessary.
• Educate customers on online banking, mobile apps, fraud prevention, and account security best practices.
• Promote branch campaigns, new products, and digital services.

Teller & Transaction Processing

• Perform routine financial transactions including deposits, withdrawals, payments, transfers, and check cashing.
• Handle large cash volumes, maintain cash drawer accuracy, and complete end‑of‑day balancing.
• Assist with vault operations, including dual‑control procedures, cash ordering, and ATM balancing.
• Resolve transaction discrepancies, research errors, and ensure adherence to security and fraud‑prevention protocols.
• Assist customers with account maintenance, disputes, fraud claims, stop payments and transaction research.
• Deliver consistent, high‑quality service aligned with bank policies, regulatory standards, and customer experience goals.

Account Opening & Customer Onboarding

• Engage in conversations focused on understanding customer needs to recommend suitable products.
• Open and service all types of consumer and small‑business deposit accounts, including checking, savings, money market, certificates of deposit (CDs), IRAs, and specialty accounts.
• Verify proper documentation, identity verification, and compliance with KYC/AML requirements are maintained with each new account.
• Guide customers through digital banking enrollment, mobile app setup, and online banking features.
• Provide follow‑up support to ensure smooth onboarding and long‑term relationship development.

Operational & Compliance Responsibilities

• Ensure compliance with bank policies, procedures, and regulatory requirements (including BSA/AML, Reg E, Reg CC, and internal controls.)
• Maintain accurate records, complete required forms, and follow branch operational procedures.
• Participate in team meetings, training sessions, and support bank initiatives.

PREFERRED SKILLS:

• Strong communication, problem‑solving, and interpersonal skills.
• High attention to detail and accuracy in transactions.
• Ability to learn banking systems, digital tools, and regulatory requirements.
• Professional demeanor and commitment to confidentiality.

QUALIFICATIONS:

• One to two years of prior customer service or cash‑handling experience; banking experience preferred.

PHYSICAL REQUIREMENTS:

• Ability to sit for extended periods of time.
• Occasional lifting of files or materials up to 20 lbs.
• Ability to read detailed information from a computer screen.

First United Bank is a community bank that strives to provide innovative banking solutions and products to fully meet our customer needs. We offer a competitive compensation and benefits package.

• EOE/M/F/Vet/Disabled

Job Type: Full-time

Pay: From $17.50 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• On-the-job training
• Paid time off
• Referral program
• Vision insurance

Work Location: In person