Floating /Covering shifts – both within assigned branch location and at other branch locations.Assist Branch Management with any other duties as assigned.Demonstrate by proactively assisting other branch colleagues when needed as well as actively participating and contributing during branch team meetings.Identify risk-related issues needing escalation to management. Understand and adhere to risk and regulatory standards, policies, and controls.Update customer contact information on an ongoing basis to be sure we have the most accurate data on the even the bank would need to contact them. ![]() Balance daily work, adhering to all procedures stated in the employee difference policy. Issue receipts to customers for transactions processed to provide a record of activity. Verify check endorsements and funds availability and disburse cash to customers in the conduct of transactions and according to policy.Answers customers’ routine banking questions refers complex inquiries to management. Promotes the Bank’s products and services and refers customers to the appropriate sales personnel.Process a variety of retail and commercial transactions, including deposits, withdrawals, loan payments, and check cashing in an accurate and efficient manner.Deliver exceptional customer experiences including proactively greeting customers, smiling, using their name, and ending each interaction (whether in person or on the phone) by saying, “Thank you for banking with Pathfinder Bank.” While maintaining confidentiality of all customer records and documents.It is important for the position to stay current on operational changes and demonstrate good risk management decisions to assist the branch in growing the bank, while managing preventable losses and reducing fraudulent activity. The CSR is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. ![]() The position is a key driver of branch referrals that assist the branch team in achieving their annual goals. The Customer Service Representative (CSR) is responsible for providing exceptional service to branch customers and resolving routine customer problems in a timely manner.
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