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Pickard CSR

  • Mount Pleasant, MI, United States

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Job details

Education
High school diploma
Posting language
English
Posted

Original job description

**In order to be considered for this position you must apply online at: **https://www.isabellabank.com/about-us/careers.html

Position Title: Branch Customer Service Representative

Reports To: Branch Manager

General Purpose:

Opens new saving and checking accounts, CDs, IRAs, processes loans, and provides assistance to loan officers and Branch Manager or Branch Supervisor as needed.

Responsibilities:

  • Assists customers, in person or via phone, with aspects of opening and maintaining checking accounts, savings accounts, CDs, IRAs and provides other customer services as needed.
  • Expected to serve on teller line as needed.
  • Cross-markets financial institution products and services as appropriate.
  • May assemble and verify accuracy of loan documents. Checks documents for proper vesting, legal descriptions, closing dates and signatures.
  • May assist in processing mortgage and installment loans by inputting necessary customer information and ensuring that loan files contain documents with proper signature, dates and other relevant data.
  • Provides administrative assistance to the Branch Manager or Branch Supervisor.
  • Travel to other branches to assist with staffing may be required.
  • Teller duties as needed.
  • Other duties as assigned.

Qualifications:

Education/Experience

  • High School Diploma required
  • Two Years banking experience preferred
  • Experience opening new accounts preferred
  • Loan documentation experience preferred

Skills

  • Strong computer skills
  • Strong verbal and written communication skills
  • Good mathematical skills
  • Enthusiastic, positive, outgoing personality
  • Ability to work well in a group or independently
  • Ability to multi-task in a fast-paced environment

Isabella Bank is an AA/EEO employer.

More about this job

Skills

  • Corporate social responsibility
  • Customer service
  • Documentation
  • Computer skills
  • Communication skills

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