Customer Service Representative - Float - Clallam

First Federal Savings And Loan Sequim , WA 98382

Posted 1 month ago

Position Purpose:

Identify customer needs and sell Association products and services beneficial to customers needs. Process a variety of customer financial transactions in accordance with established guidelines and procedures. The Float position is designated to provide the full range of teller duties at branch locations throughout the First Federal system. Duty locations will be determined by and scheduled in accordance with staffing needs at these locations.

Essential Functions:

  • Meet sales and referral goals by identifying and selling Association products and services beneficial to the customers needs. Develop and maintain a current knowledge of new and existing products and services.

  • Support the Association's sales objectives and campaigns by actively cross-selling basic products or by referring customers to other Association employees responsible for closing sales.

  • Process a variety of customer financial transactions in accordance with established policies and procedures. Establish and maintain cash drawer limits according to policy.

  • Ensure positive perceptions of the Bank by extending a courteous greeting and welcome to customers and visitors. Call customers by name at least one time during the account transaction.

  • Balance cash drawer and teller transactions in an accurate and secure manner within guidelines.

  • Take consistent responsibility for the safekeeping of money received for cash drawer and the prompt accounting or transfer of funds to safeguard against loss.

  • Address customer questions and concerns and refer to appropriate internal resources for resolution to achieve customer satisfaction.

  • May perform vault duties such as ordering/shipping currency and coin and distributing money to tellers.

  • Maintain regular and predictable attendance.

  • Perform related duties and responsibilities as required.


  • Minimum High school diploma or certified equivalency.

  • Bilingual English and Spanish fluency (speaking, reading and writing) preferred.

  • CSR I - Typically requires up to one (1) year of teller or cash handling experience in a busy retail environment which requires the use of math skills to pay and receive cash to customers.

  • CSR II - Typically requires one (1) to two and a half (2.5) years of teller or strong cash handling experience in a busy retail environment which requires the use of math skills to pay and receive cash to customers.

  • CSR III - Typically requires two and a half (2.5) or more years of teller experience in a financial institution environment, to include commercial bank, savings bank, credit union, or prior experience in a centralized vault type of environment which requires the use of math skills to pay and receive cash to customers.

  • Ability to demonstrate and maintain a professional, outgoing, and pleasant demeanor at all times.

  • Effective listening/probing skills necessary to identify customer needs and effectively match with bank products and services

  • Ability to work in a fast-paced, high-volume cash-handling environment with daily face-to-face customer contact, while providing high level of customer service.

  • Ability to create general correspondence and communicate effectively in verbal and written formats.

  • Proficient keyboarding and ten-key/calculator skills. A working knowledge of Microsoft office applications including Word and Excel is preferred. Strong mathematical, organizational, and interpersonal skills.

  • Ability to meet bonding requirements for employment purposes.

  • Ability and willingness to work Saturday schedule as needed.

  • Valid WA driver's license.

Physical Requirements:

The work requires the ability to operate office machines and equipment, such as personal computers, printers, copying machines and telephones. The work requires the ability to communicate clearly with customers, coworkers, and others in person and on telephones. Work activities involve combinations of sitting/standing for extended periods.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Customer Service Specialist Sequim 8266 FT


Posted 2 months ago

VIEW JOBS 9/26/2020 12:00:00 AM 2020-12-25T00:00 WELCOME TO SHERWIN-WILLIAMS Here, we believe there's not one path to success, we believe in careers that grow with you. Whoever you are or wherever you come from in the world, there's a place for you at Sherwin-Williams. We provide you with the opportunity to explore your curiosity and drive us forward. We'll give you the space to share your strengths and we want you to show us what you can do. You can innovate, grow and discover in a place where you can thrive and Let Your Colors Show! Sherwin-Williams values the unique talents and abilities from all backgrounds and characteristics. All qualified individuals are encouraged to apply, including individuals with disabilities and Protected Veterans. This position is responsible for supporting the sales efforts at a Sherwin-Williams paint store, servicing wholesale and retail customers. It will assist customers in person and over the phone by determining needs and presenting appropriate products and services. This involves ensuring that sales transactions are completed accurately, maintaining accurate work order files and formulas, pulling appropriate products from the sales floor or warehouse, and tinting and mixing them to customer specifications. This position will also assist in sourcing products required by customers that are not available in the store and, upon approval, place order and follow up as necessary. Opening and closing the store, making bank deposits, stocking shelves and setting up displays, cleaning store equipment, and loading and unloading trucks are also responsibilities of the position. BASIC QUALIFICATIONS: * Must be at least 18 years of age. * Must be legally authorized to work in country of employment without sponsorship for employment visa status. * Must be willing to work all scheduled hours and required overtime, which may include evenings and weekends, with or without reasonable accommodation. * Must be able to retrieve material from shelves and floor stacks and lift and carry up to 50 lbs. * Must be able to operate material handling equipment (e.g. hand truck, pallet jack, forklift, etc.). * Must be able to tint paint, therefore, must be able to distinguish the difference between colors. * Must be able to operate a computer and communicate via the telephone. * High school diploma or comparable certification (e.g. GED). PREFERRED QUALIFICATIONS: * Prior experience in a sales or customer service position. * Associate Degree or related college courses. * Customer service skills, including problem solving and handling customer complaints. * Good written and verbal communication skills. * Valid driver's license. Sherwin-Williams is proud to be an Equal Employment Opportunity/Affirmative Action employer committed to an inclusive and diverse workplace. All qualified candidates will receive consideration for employment and will not be discriminated against based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, pregnancy, genetic information, creed, marital status or any other consideration prohibited by law or by contract. As a VEVRAA Federal Contractor, Sherwin-Williams requests state and local employment services delivery systems to provide priority referral of Protected Veterans. Sherwin-Williams Sequim WA

Customer Service Representative - Float - Clallam

First Federal Savings And Loan