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About the Role
Pathfinder Bank is seeking a Customer Service Representative to support operations within a community banking and financial services environment. This role contributes to customer transactions, deposit account servicing, and day-to-day banking operations, ensuring a high level of service and adherence to banking regulations. Join a team that values your expertise and your community.
Responsibilities
- Foster a positive and professional customer service experience during all interactions with customers, coworkers and third-party relationships while adhering to proper customer identification procedures, confidentiality and data protection requirements.
- Process a variety of retail and commercial transactions, including deposits, withdrawals, loan payments, and check cashing in an accurate and efficient manner.
- Assist with support work.
- Promote the Bank’s products and services and refer customers to the appropriate sales personnel.
- Answer customers’ routine banking questions and refer complex inquiries to management.
- Verify check endorsements and funds availability and disburse cash to customers in the conduct of transactions and according to policy.
- Issue receipts to customers for transactions processed to provide a record of activity.
- Balance daily work, adhering to all procedures stated in the employee difference policy.
- Update customer contact information on an ongoing basis to ensure we have the most accurate information in the event the Bank needs to contact the customer.
- Understand and adhere to risk and regulatory standards, policies, and controls.
- Identify risk-related issues needing escalation to management.
- Proactively assist other branch colleagues and actively participate in branch team meetings.
Requirements
- High school diploma or equivalent
- At least one year of customer service experience
- 1-3 years of banking experience or cash handling experience
- Professional in appearance and conduct
- Intermediate computer skills (Microsoft Office and Outlook)
- Basic mathematical functions
- Ability to work as part of a team and assist other team members
- Ability to adapt to change
- Attention to detail and quality of work
- Ability to multitask
- Positive attitude
- Previous sales or referral making experience
- Community involvement
Skills
- Customer service
- Banking operations
- Transaction processing
- Risk management
- Microsoft Office
- Outlook
Location
- Community banking environment
Work Type
- Full-time
Experience Level
- 1-3 years
Education Level
- High school diploma or equivalent
Benefits
- Health coverage
- 401(k) with company match
- Generous paid time off
About the Company
- Pathfinder Bank is a community bank and financial services provider.
- At Pathfinder Bank, you're not just an employee. You're a valued member of a team that takes pride in helping local businesses and communities grow.
- When you join us, you become part of a people-first culture built on respect, development, and service.