United States Job Openings

Bank of Bird-in-Hand

Customer Service Representative I

Schaefferstown

November 14, 2024

GENERAL RESPONSIBILITIES:

Responsible for a variety of duties relating to the opening and processing of new accounts of all types; the cross-selling of institution services to customers and prospective customers; providing support to other branch personnel, e.g., documentation, etc. Customer service representatives respond to customer inquiries via telephone and face-to-face meetings.

ESSENTIAL RESPONSIBILITIES:

1. Assist customers with opening all types of deposit accounts. This position requires strong personal skills, attention to detail, knowledge of the features and benefits of the banks deposit products and services. Also requires knowledge of compliance requirements related to the account opening process and the ability to follow proper procedures.

2. Assist customers with routine account-related requests such as: funds transfers, automatic funds transfers (AFTs), stop payments, inquiries about bank deposit products and service charges, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, and check verification requests by third parties.

3. Research and resolve customer problems, acting as the customer liaison between other bank departments when necessary.

4. Research customer questions regarding electronic funds transfers and initiate “Reg E” disputes when appropriate, including the completion of all necessary documents and affidavits.

5. Cross-sell bank products and services based on customer needs in accordance with the banks’ program standards.

6. Relate customer requests for service charge rebates to the supervisor.

7. Verify information on ATM/debit card applications to the information in customer database. Send exceptions to deposit operations for corrections.

8. Update the system with messages regarding ATM/debit cards and service charge rebates.

9. May assist customers with balancing of their checkbooks.

10. Perform customer requested research, including printing statement and check copies.

11. Input, maintain and/ or delete ATM and debit cards within system. 12. Transfer funds to cover customer overdrafts as directed by bank operations.

13. Distribute to customers and properly log all “hold statements” and check orders held by the bank.

14. Escort appropriate bank personnel into the vault and maintain dual control for safekeeping access and official check and ATM card requisition.

15. Contact customers to obtain necessary signatures on items with missing or irregular signatures.

16. Perform teller duties as needed.

17. Adheres to all internal policies, procedures, and practices of the Bank.

18. 10-15% travel between branches as necessary for professional development or staffing needs.

19. Accurately and independently count currency

ADDITIONAL RESPONSIBILITIES:

1. Customer/Client Focus.

2. Personal Effectiveness/Credibility.

3. Problem Solving/Analysis.

4. Teamwork Orientation.

5. Initiative.

6. Conduct oneself in a manner that can be supported by the bank.

7. Organizational Skills.

8. Technical Capacity, such as Microsoft office products.

9. Community involvement - min. of 2 events per calendar year

10. Other duties as assigned.

MINIMUM QUALIFICATIONS:

High School Diploma or equivalent required 1+ years of banking experience

Reliable transportation

Authorization to work in the United States

Ability to read, write, and speak using the English language.

PREFERRED SKILLS/EXPERIENCE:

Experience with Jack Henry systems.

Physical Requirements

Light work. Exerting up to 25 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. Light to moderate lifting and carrying of coin, supplies, files, etc.

Visual Acuity

The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; reading. The worker is required to have visual acuity to determine the accuracy, neatness, and thoroughness of the work assigned.

Mental

Capable of learning to use typical office equipment

Performing simple to moderately complex mathematical calculations

Conditions

Typical office setting.

The Bank of Bird-in-Hand provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions

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