Customer Service Representative

Posted April 24, 2019

Job Summary:

Provide prompt, efficient, and friendly service to customers, involving receipt and disbursement of cash, and to recognize customers’ needs and make suggestions appropriate to the Bank’s services. Follow the established policies and procedures for this area in accordance with the Bank and the supervisor’s direction. 


Primary Duties:

  • Greet and direct customers answer phone inquiries, providing excellent customer service in all cases.
  • Accept checks for cashing, accept deposits, verify cash and endorsements, make change, and issue receipts.
  • Receive savings deposits, pay withdrawals after verifying balance and signature; redeem U.S. Savings Bonds.
  • Open new deposit accounts, personal, business, fiduciary trust and estate, using thorough product knowledge to assist customers, businesses and entities in their selection.  Cross-sell other Bank products and services such as online banking, mobile banking, pop money, e-statements, business cash management, etc.
  • Count, verify and package cash and coin.
  • Process the night deposits and mail in deposits under dual control and log information.
  • Receive mortgage, credit card and loan payments.  Process credit card cash advances.
  • Understand holds on accounts for uncollected funds and place holds as needed.
  • Process incoming domestic wires.
  • Perform various balancing functions, including cash drawer and ATM.  Report any discrepancies to Lead CSR, and Branch Manager, as appropriate.   
  • Sell money orders, official checks, gift cards and other Bank services to meet customer needs. 
  • Possess up-to-date knowledge of all Bank services, i.e. explain various services available such as CD’s, IRA’s, Safe Deposit Boxes and Money Orders and assist customers in selecting appropriate services for them, i.e. debit cards, online banking, bill pay, e-statements, etc.
  • Make referrals for Credit Cards, Loans, Wealth Management, CorTrust Mortgage and CorInsurance, as appropriate.
  • Read and understand the CorTrust Teller Manual and adhere to its guidelines. Learn and understand regulations and compliance requirements.  Successfully complete assigned BAI courses by designated due dates.
  • Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

Skills Required:

  • High School Diploma or equivalent.
  • Cash handling and customer service experience.
  • Strong communication, organizational, and computer skills.
  • Good time management and accuracy.
  • Good computer skills.
  • Successful completion of in-house training


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7900 International Drive, Suite 685,

Bloomington, MN 55425

Phone: 651.687.9080

Fax: 651.687.9387

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