Full-Time Customer Service Representative

WCF Financial Bank
5.0 out of 5
401 Fair Meadow Drive, Webster City, IA 50595
Full-time

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Job details

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Job type

  • Full-time

Shift and schedule

  • Weekends as needed
  • Day shift
  • Monday to Friday

Location

401 Fair Meadow Drive, Webster City, IA 50595

Benefits
Pulled from the full job description

  • 401(k)
  • 401(k) 6% Match
  • 401(k) matching
  • Bereavement leave
  • Dental insurance
  • Disability insurance
  • Employee stock ownership plan

Full job description

Primary Duties

WCF Financial Bank is seeking a talented, motivated individual with a complete commitment to providing excellent customer service as a Full-Time Customer Service Representative in Webster City.

Provide basic personal banking services, including:

  • Assisting existing customers with questions and concerns about their accounts, including account maintenance.
  • Engaging existing customers to help understand other ways that WCF may assist them with their financial needs.
  • Engaging potential customers to help understand their financial needs and suggesting the proper product(s) to meet those needs.
  • Opening new accounts for new and existing customers to include:

§ Checking Accounts

§ Savings Accounts

§ Certificate of Deposits (CDs)

§ Individual Retirement Accounts (IRAs)

§ Business Checking, Savings, and CD Accounts

  • Providing customer referrals to the loan department.
  • Ordering or depositing foreign currency for customers
  • Assisting customers with digital banking questions and concerns.
  • Assisting customers with fraud investigations.
  • Process incoming and outgoing wire transfer requests
  • Ordering checks
  • Supporting the receptionist by answering the telephones and assisting the caller.
  • Fulfilling other customer service duties as required.

Perform all Teller duties:

  • Accurately processing account transactions such as deposits, withdrawals, check cashing, and transfers.
  • Assisting customers with renewing and redeeming Certificates of Deposit.
  • Assisting customers with redemption of US Treasury Savings Bonds.
  • Daily balancing duties including their teller drawer, teller cash recyclers (TCR), ATM, and bank cash vault.
  • Processing ATM and Night Depository transactions.
  • Other customer service duties as required.

Perform Back-Office duties as required such as:

  • Account reconciliation.
  • Exception Item Processing.
  • Bank cash ordering and depositing.
  • Account research.
  • Report review and monitoring.
  • Account maintenance check-back.
  • Other tasks and projects as assigned.

Complete required annual training in a timely manner.

Uphold and enforce all company policies and procedures.

Follow policies and procedures as established by management and the Board of Directors.

Support organizational and departmental objectives and perform other duties as assigned.

Qualifications/Requirements

  • High School diploma or equivalent. Bachelor’s degree preferred.
  • Prior banking experience preferred but not required.
  • Prior customer service experience strongly preferred.
  • Enthusiasm, sound personal judgment, and strong problem-solving skills.
  • A total focus on providing outstanding customer service.
  • Effective verbal, written, and mathematical skills.
  • Ability to perform basic computer functions.
  • Ability to multi-task and prioritize.
  • Willingness to embrace change including adoption of new technologies.
  • Ability to uphold confidentiality.
  • Willingness to promote a positive work environment.

Schedule

The bank is open 8:00 AM to 5:30 PM Monday through Thursday and 8:00 AM to 6:00 PM on Fridays. The bank’s drive through is open 9:00 AM to 12:00 PM on Saturdays.

Customer Service Representatives will rotate the following shifts weekly:

  • 8:00 AM to 5:00 PM Monday through Friday
  • 8:30 AM to 5:30 PM Monday through Thursday
  • 9:00 AM to 6:00 PM Friday
  • 9:00 AM to 12:00 PM Saturday (each person works approximately 1 out of every 3 or 4 Saturdays)

NOTE: The Monday – Friday shifts include a one-hour unpaid lunch.

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) 6% Match
  • 401(k) matching
  • Bereavement leave
  • Dental insurance
  • Disability insurance
  • Employee stock ownership plan
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Opportunities for advancement
  • Paid time off
  • Professional development assistance
  • Vision insurance

Experience level:

  • No experience needed

Schedule:

  • Day shift
  • Monday to Friday
  • Weekends as needed

Education:

  • High school or equivalent (Preferred)

Experience:

  • Cash Handling: 1 year (Preferred)
  • Banking: 1 year (Preferred)

Ability to Relocate:

  • Webster City, IA 50595: Relocate before starting work (Required)

Work Location: In person

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