Lead Customer Service Representative (CSR)

The Lead Customer Service Representative provides excellent customer service by conducting appropriate transactions and meeting the needs of customers by referring them to appropriate departments in the bank.

Essential Functions:

• Greeting the public and providing excellent customer service.
• Lead opening and closing procedures for the branch.
• Verify and ensure proper documentation provided for opening accounts.
• Verify cash and endorsement, receive proper identification for cash back, and issue receipts of deposit when receiving checking, savings deposits, or cashing checks.
• Verify payment amount and issue receipts when accepting loan payments and payoffs.
• Examine checks deposited and determine proper funds availability based on regulation requirements and complete Hold Notices.
• Authenticate checks for Teller staff.
• Verify and ensure proper documentation provided for safety deposit box access.
• Open and check the night deposit.
• Verify money going into the vault and balancing the vault.

Requirements:

• Completed High School diploma or GED.
• Prior customer service experience.
• Cash handling or sales experience strongly preferred.
• General mathematical skills and knowledge.
• In-depth knowledge of all bank deposit products and policies.
• Basic knowledge of bank loan, trust, and investment center products.
• Excellent customer service skills with the ability to cross-sell product.
• Strong communication and organizational skills.
• Ability to work under pressure in a fast-paced environment.
• Operate with a high degree of accuracy.
• Ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with Bank exposure to loss or fraud.
• Ability to lift and carry up to 50lbs of coin or other items.
• Occasional lifting of storage boxes or other small materials.

The Hometown Savings Bank is an Equal Opportunity Employer

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Education:

• High school or equivalent (Required)

Experience:

• Customer service: 1 year (Required)
• Cash handling: 1 year (Preferred)
• Personnel Management: 1 year (Preferred)

Work Location: In person