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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service operations, including transaction processing, problem resolution, and compliance with banking standards. Proficient in balancing cash and maintaining accurate financial records while supporting branch sales and service goals.
Highest-signal resume keywords
Customer Service ExcellenceTransaction ProcessingCash Handling and BalancingFraud Prevention ProceduresRetail Training Program Completion
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Balance ReportingCash HandlingTransaction VerificationDeposit ProcessingLoan Payment ProcessingFraud PreventionCustomer Needs IdentificationSales and Service TrackingAudit ReadinessManual Dexterity Tasks
Soft Skills
Problem ResolutionInterpersonal CommunicationFlexibilityTeam CollaborationCustomer Relationship Management
Tools & Technologies
Bank Computer SystemsSales & Service Opportunity ToolOffice EquipmentKeypad Operation
Certifications & Qualifications
High School Diploma or EquivalentSpecialized Training or Two-Year DegreeRetail Training Program
Industry Keywords
Consumer Bank StandardsBranch OperationsCustomer Insight SurveysComplianceAudit Results
Tech Stack
Tools & technologiesVault
About the role
Key responsibilities & impact- Operate a customer service window and provide exceptional customer service for a variety of transactions
- Provide technical direction and training for other customer service representatives
- Suggest solutions and options to customers and refer them to appropriate areas of the bank
- Resolve customer problems, issues, and concerns accurately and efficiently
- Establish accuracy and balancing skills while maintaining a balancing rate of 85%
- Use bank computer systems and S&T policies and procedures to operate the customer service window
- Identify customers, verify transaction authenticity, and complete fraud-prevention steps
- Cash checks, verify endorsements and balances, and refer customers to branch management for authorization
- Process deposits, withdrawals, loan payments, money orders, and other payments
- Balance the cash window, ATM, settlements, and vault daily
- Maintain satisfactory Operation Assessment Readiness audit results
- Deliver customer service according to Consumer Bank Customer Service Standards and Customer Insight surveys
- Support branch leadership and contribute to branch sales and service goals
- Track customer referrals using the Sales & Service Opportunity tool
- Identify customer needs and promote bank services, specialized products, solutions, and services
- Process night deposits, mail deposits, and safe deposit admittance as needed
- Complete monthly reports, reconcilements, and logs
- Keep the branch and business lines balanced and in compliance
- Maintain working relationships with employees in other departments
- Attend and successfully complete required training
- Perform additional duties as required
Requirements
What you’ll need- Requires a high school diploma or equivalent, plus specialized training or a two-year degree
- Two to five years general and specialized experience, specifically having the knowledge to prepare balance reports
- Successful completion of the retail training program required
- Must be flexible around branch hours
- Ability to operate keypad, electronic, and office equipment
- Ability to stand, sit, lift, and perform manual dexterity tasks as specified
- Close vision of 18”-20” for computer work
Benefits
Comp & perks- Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities