Processes account and address change forms while ensuring paper work and maintenance is properly completed.Provides special services, such as printing account balances, history and statements, ordering/printing bank cards and checks, closing accounts, issuing cashier’s checks and redeeming savings bonds.Coordinates with customers to acquire all information in order to resolve issues effectively.Utilizes CSI News tile in order to stay current with updates in changes that will impact the bank and customers.Utilizes CRM to track and manage customer interactions.Ability to recognize cues for sales opportunities, identify unexpressed needs and referral opportunities.Recommends products and services to new and existing customers.Balances daily in accordance with bank established guidelines.Ensures paperwork is properly completed.Be in compliance with Federal Banking laws and regulations.Ensure that Bank policies and procedures are adhered to.Comfortable meeting with customers to open new personal and business depository accounts for new and existing customers in accordance with CIP and bank policies and procedures.Accepts cash, checks and other forms of payment from customers, as well as, processes deposits, withdrawals and cashes checks, while keeping deposit slips, checks and cash in order.Key roles and responsibilities include account opening and maintenance, accurate and efficient transaction processing, creating a welcoming environment for customers and adhering to bank policies and procedures.Ĭlassification: This position is a Part-Time Non-Exempt position who reports directly to the Branch Manager.Įssential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. We are a highly successful and growing bank that offers future advancement opportunities.įinancial Service Representatives are responsible for developing and maintaining professional relationships with customers while ensuring customer satisfaction on a daily basis. Our core values are: Servant Leadership, Family, Client Focused, Community Involvement, and Integrity & Humility. Come join one of the Best Places To Work in Indiana! At Community First Bank of Indiana (CFB), new ideas, new technologies and new ways of thinking are driving our culture.
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