Customer Service Representative,
West Palm Beach

Summary

Responsible for a variety of customer service related tasks including opening personal and business accounts, building strong relationships with clients through cross selling services and products offered, conduct teller transactions in an efficient and accurate manner.

Essential Duties and Responsibilities

  • Opens personal and business accounts for customers.
  • Cross-sells various products and services to maintain a strong relationship
  • Places stop payments, holds and release holds
  • Assists customers with safe deposit access
  • Researches customer accounts as requested
  • Answers phones, troubleshoots service issues and provides customer assistance
  • Completes account client file for checking accounts, savings accounts, certificate of deposit, money markets and address changes which are scanned.
  • Prepares special reports as requested
  • Handles complex customer service problems
  • Prepares Currency Transaction Reports if required
  • Prepares Suspicious Incident Reports if required
  • Attends various staff meetings
  • Complies with established policies and procedures
  • Complies with applicable laws and regulations including but not limited to the Bank Secrecy Act, the Patriot Act and Office of Foreign Assets Control.
  • Performs any other related duties as required Paying & Receiving Teller
  • Assists Branch Manager with opening, closing and balancing vault
  • Performs any other related duties as required

Qualifications and Education Requirements

Education and Experience

  • High School Diploma or equivalent, and
  • Preferred Associates Degree in business or related field
  • Preferred but not required Certification as a Notary Public
  • Three years of experience in banking or related field, or
  • Any related combination of training and experience

Knowledge, Skills and Abilities

  • Considerable knowledge of the banking industry rules and regulations
  • Knowledge of banking products and services
  • Knowledge of customer service and teller practices
  • Skill in the operation of listed tools and equipment
  • Ability to handle stressful situations
  • Ability to maintain confidentiality
  • Ability to work in an organized manner
  • Ability to understand financial information
  • Ability to communicate effectively verbally and in writing
  • Ability to establish and maintain effective working relationships with employees and customers

Physical requirements

  • Considerable knowledge of the banking industry rules and regulations
  • Knowledge of banking products and services
  • Knowledge of customer service and teller practices
  • Skill in the operation of listed tools and equipment
  • Ability to handle stressful situations
  • Ability to maintain confidentiality
  • Ability to work in an organized manner
  • Ability to understand financial information
  • Ability to communicate effectively verbally and in writing
  • Ability to establish and maintain effective working relationships with employees and customers
To inquire about career opportunities or to apply for a position, please contact
HR@firstbankpb.bank

EEOC Statement

It is the policy of First Bank of the Palm Beaches to provide equal opportunity in employment to all employees and applicants for employment. No person will be discriminated against in employment because of race, religion, color, sex, age, national origin, disability, or military status. This policy applies to all terms, conditions, and privileges of employment and all policies of First Bank of the Palm Beaches, including hiring, introductory period, training, orientation, placement and employee development, promotion, transfer, compensation, benefits, educational assistance, layoff and recall, social and recreational programs, employee facilities, termination, and retirement.