Customer Service Representative

Description

Join a team that values your expertise and your community. At Pathfinder Bank, you are not just an employee. You are a valued member of a team that takes pride in helping local businesses and communities grow. When you join us, you become part of a people first culture built on respect, development, and service.

We offer:

• Competitive compensation and benefits, including health coverage, 401(k) with company match, and generous paid time off 
• A commitment to career growth and internal mobility 
• A community focused culture with paid volunteer opportunities 
• A supportive team that truly values your contributions

Summary/Objectives
Fosters a positive and professional customer service experience during all interactions with customers, co workers and third party relationships while adhering to proper customer identification procedures, confidentiality and data protection requirements. As part of the branch team, this position is responsible for processing customer transactions, supporting daily branch operations, and delivering an exceptional customer experience.

This role supports branch performance by identifying customer needs, making appropriate referrals, and maintaining a strong focus on accuracy, efficiency, and risk management. Must be organized, detail oriented, and comfortable working in a fast paced environment.

Essential Functions

• Deliver exceptional customer experiences including proactively greeting customers, smiling, using their name, and ending each interaction with appreciation 
• Process a variety of retail and commercial transactions, including deposits, withdrawals, loan payments, and check cashing in an accurate and efficient manner 
• Promote the Bank’s products and services and refer customers to the appropriate personnel; answer routine banking questions and escalate more complex inquiries as needed 
• Verify check endorsements and funds availability and disburse cash in accordance with Bank policy; provide receipts for all processed transactions 
• Balance daily work, adhering to all procedures and internal controls 
• Maintain and update customer contact information to ensure accuracy 
• Understand and adhere to risk and regulatory standards, policies, and controls; identify and escalate potential risk related issues 
• Proactively assist other branch colleagues and contribute during team meetings

Requirements

• High school diploma or equivalent 
• At least one year customer service experience 
• 1 to 3 years banking experience or cash handling experience preferred 
• Professional in appearance and conduct 
• Intermediate computer skills (Microsoft Office and Outlook) 
• Basic mathematical functions 
• Ability to work as part of a team and assist other team members 
• Ability to adapt to change 
• Attention to detail and quality of work 
• Ability to multi task 
• Positive attitude 

Preferred Education, Experience and Qualifications

• Previous sales or referral making experience 
• Community involvement