• Customer Service Representative

    Posted: 07/21/2022

    Customer Service Representative

    Location: Mazomanie Office

    This position plays an integral role in helping us reach our goal of providing the best possible banking experience to our customers. Great support staff and excellent work culture are waiting for you! 

    Job Summary:  Performs customer services.  Responsible for the development of new business relationships and maintaining existing relationships.  Answers questions on all services the financial institution provides and recognizes selling and referral opportunities.

    Major Duties & Responsibilities:

    • Proactively prospect for new business.
    • Actively refers loan, trust, insurance, and brokerage services to appropriate financial institution specialists.
    • Assists supervisor in establishing objectives and plans for the location.
    • Participates in sales, service, and product training meetings.
    • Represents the financial institution in community affairs and civic organizations.
    • Processes deposits, withdrawals, transfers, and loan payments.
    • Sells cashier’s checks and money orders.
    • Cross-sells banking products and services
    • Assists customers with account maintenance.
    • Assists customers in the safe deposit box area to access a box.
    • Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement and enters deposits into computer records.
    • Cashes checks and processes withdrawals; pays out money after verification of signatures and customer balances.
    • Promotes and explains other financial institution services such as consumer and mortgage loans, IRAs, certificates of deposit, safe deposit/leased boxes, and money orders.
    • Receives mortgage, consumer loan, and other payments and ensures the payments match balances due.  Generates customer receipts.
    • Places holds on accounts for uncollected funds.
    • Counts, checks, and packages coins and currency.
    • Is responsible for checking night depository bags and recording proper information on the financial institution’s forms.

    Education & Experience:

    • High school diploma or equivalent.
    • Successful completion of an in-house training program or other approved training program.
    • Excellent sales, interpersonal and communication skills.
    • Good understanding of financial products and services.
    • Above-average computer and keyboard skills.
    • Good organizational skills

    Benefits:

    • 32-Hour Work Week
    • Competitive Pay
    • Paid Time Off and Sick Days
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Flex Spending Account
    • 401k Plan
    • Great Work Environment
    • Many Opportunities for Advancement

    To apply or for more information, Contact Quinn Christensen in Human Resources at 608-588-9943 or email Quinn at qchristensen@thepcb.bank or stop by any of our area locations in Mazomanie, Arena, Spring Green, Plain, Barneveld, and Richland Center for an application!