Customer Service Representative - Port Townsend Branch

A GREAT PLACE TO WORK AND BANK

Join our team! 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!

If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work for 9 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm.

POSITION SUMMARY

Responsible for first line branch customer service by greeting clients (in person or by telephone) and appropriately assisting them either personally or by referral to another team member. Responsible for cash drawer and vault operations, ATM and cash recycler operations, and daily proof and cash balancing.  Consistently refers customers when appropriate sales opportunities present themselves and meets referral goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

• Must adhere to the Core Values of 1st Security Bank and demonstrate dependability and reliability in all aspects of the position

• Must understand and adhere to the Bank’s Customer Service Protocols when greeting, meeting and interacting with customers

• Must follow cash handling procedures and be effective and proficient in counting cash and making deposits for customers

• Takes ownership of the customer experience by being present and willing to help

• Helps achieve monthly branch goals and achieves referral goals to add value to our customers or prospective customers

• Participates in customer calls for such tasks as CD maturity notifications, birthday greetings, marketing or call campaigns or other lists provided by management.

• Required to be fully knowledgeable and skilled in the areas of teller, vault, and safe deposit

• Processes monetary transactions and balances cashbox daily

• Receives and processes name and address changes and other account maintenance, as necessary

• Researches and resolves customer complaints when necessary and assists other employees and departments whenever possible

• Must know the features and benefits of 1st Security’s products and services

• Must be able to multi-task and prioritize

• Participates in branch operational and audit activities as assigned

• Follows appropriate steps to ensure branch security

• Adheres to 1st Security Bank policies and procedures

• Supports management decisions and goals in a positive, professional manner and represents the bank with a high level of integrity

• Travels to assigned 1st Security Bank locations as business needs require

• Performs other duties as assigned

BENEFITS AND PERKS

• Full medical, dental, and vision coverage for individual or family plan.

• Life insurance.

• Long-term disability insurance.

• 401K matching program.

• Paid sick and vacation time.

OUR CORE VALUES

• Relationship Driven - we strive to "WOW" (surprise, excite and delight) each other and our customers.

• Ethical - fair, honest and act with integrity.

• Lead by Example - maintain a positive attitude, show respect for others, and have some fun!

• Accountable - we take our responsibilities seriously and we meet our commitments with urgency.

• Team Player - dependable, enthusiastic contributor to team success and to the greater good of the bank.

• Embrace Dreams - we encourage each other to reach for our dreams.

• Diversity - we celebrate diversity and support equality for all.

• Community Oriented - we actively support our communities and the Bank's CRA initiatives.

• Open and Honest Communication - always professional, responsive, and timely.

EDUCATION and/or EXPERIENCE

• High school diploma or equivalent and at least one year experience within a financial institution.

• Requires a basic knowledge of all applicable regulations that pertain to this position

• Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures and related programs

• Must be bondable

COMPUTER SKILLS

To perform this job successfully, an individual should be proficient in Microsoft Office Products and other Database software.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The employee will operate in a general office environment, using office equipment such as a phone, computer, adding machine and currency/coin counters

• The employee must be able to stand for extended periods of time and bend, reach and squat occasionally when accessing safety deposit boxes, storage or supplies.

• As part of the daily work demands, occasional lifting and moving of objects up to 25 pound is required.

• The noise level in the work environment is usually quiet to moderate, as compared to a private office, with light foot traffic and office equipment.  The employee must be willing and able to interact frequently with the general public.