Customer Service Representative
Customer Service Representative
Watertown Savings Bank - Main Office
OBJECTIVE: To represent WSB in a courteous and professional manner. Assisting all customers promptly and with sound judgment and knowledge of all banking products. Utilizes knowledge and experience in exercising discretion and independent judgment in resolving problems and answering questions.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:
- Consistent and reliable attendance
- Opens all types of new deposit accounts
- Answers all telephone inquiries relating to deposit accounts and account verifications
- Completes address changes, check orders, research requests, ATM/Debit card orders, cancellations and all other card maintenance requests, additions or removals of account holders, set up and reset online banking accounts, stop payments, travelers' checks, VISA gift cards, savings bonds, wire transfers, balancing customer check books, ATM/Debit disputes, telephone transfers, AFT’s, sweeps.
- Performs other related duties as required or directed
NON-ESSENTIAL DUTIES: Significant tasks that are performed weekly, monthly, quarterly, or annually.
- Performs research to obtain copies of checks and statements
- Prepares spreadsheets and checks for lease, security deposits for a customer's account
- File legal documents for deposit accounts
- Reviews the account maintenance report
- Order all Deluxe checking account supplies
- Maintains HSA accounts
REPORTS: The following is a list of reports that are either reviewed or generated for this position.
Report Name Reviewed Generated Distributed To Frequency
HSA Reports X Daily
ADDITIONAL INFORMATION: The following is additional information or tasks related to this specific job description. Duties of this job are not restricted to the tasks listed in this job description.
A major function of the CSR is to answer the incoming telephone calls. Customer questions are answered by looking up the information on the computer system.
Annual Salary:
$43,680.00 to $55,120.00
Based On Experience