
Pickard CSR
Mount Pleasant, MIJobSeen todaySeen in employer's feed today
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Job overview
The Branch Customer Service Representative opens and maintains deposit accounts, processes loans, and supports branch leadership. The role assists customers in person and by phone, serves on the teller line as needed, and may help prepare and verify loan documentation. Travel to other branches for staffing support may be required. Two years of banking experience, new-account opening experience, and loan documentation experience are preferred.
Skills & qualifications
Skills
Qualifications
Full job description
**In order to be considered for this position you must apply online at: **https://www.isabellabank.com/about-us/careers.html # Position Title: Branch Customer Service Representative ## Reports To: Branch Manager ## General Purpose: Opens new saving and checking accounts, CDs, IRAs, processes loans, and provides assistance to loan officers and Branch Manager or Branch Supervisor as needed. ## Responsibilities: - Assists customers, in person or via phone, with aspects of opening and maintaining checking accounts, savings accounts, CDs, IRAs and provides other customer services as needed. - Expected to serve on teller line as needed. - Cross-markets financial institution products and services as appropriate. - May assemble and verify accuracy of loan documents. Checks documents for proper vesting, legal descriptions, closing dates and signatures. - May assist in processing mortgage and installment loans by inputting necessary customer information and ensuring that loan files contain documents with proper signature, dates and other relevant data. - Provides administrative assistance to the Branch Manager or Branch Supervisor. - Travel to other branches to assist with staffing may be required. - Teller duties as needed. - Other duties as assigned. ## Qualifications: ## Education/Experience - High School Diploma required - Two Years banking experience preferred - Experience opening new accounts preferred - Loan documentation experience preferred ## Skills - Strong computer skills - Strong verbal and written communication skills - Good mathematical skills - Enthusiastic, positive, outgoing personality - Ability to work well in a group or independently - Ability to multi-task in a fast-paced environment Isabella Bank is an AA/EEO employer.
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