Customer Service Associate (CSA) III

Company:	MB Financial Bank Company Profile \| Current Opportunities (0)
Job Location(s):	Chicago
Employment Term:	Regular
Employment Type	Full Time
Start Date:	As soon as possible
Starting Salary Range:	Not Provided
Required Experience:	Open
Related Categories:	Banking - General, Customer Service - General

Position Description

Job Type:	Full-Time
Location:	800 W. Madison-CHICAGO
Last Updated:	08/03/2009

Job Description:

Reference: LA12053

**CANDIDATE MUST BE BI-LINGUAL IN ENGLISH AND SPANISH**

Summary: Refers products and services, receives and pays out money, and maintains records of money and negotiable instruments involved in financial transactions by performing the following duties.

Essential Duties and Responsibilities include the following:

Acts as a lead person in the CSA staff working directly with CSM to assist in scheduling, overrides, may act as on site supervisor if CSM is out of the office.

Represents the Bank in a courteous and professional manner, by greeting and addressing the customer by name, while providing prompt, efficient, and accurate service when processing customer transactions.

Complete knowledge of the duties and responsibilities of a Customer Service Associate (CSA) I and II, and basic knowledge of the duties of other areas of the Retail office such as information desk, safe deposit area, vault, etc.

Understand how and where to properly direct customer inquiries and complaints to preserve customer satisfaction.

Knowledge of Bank products and services and ability to refer products and services to the appropriate customer.

Focus on individual and departmental goals for both sales and referrals to achieve monthly referral goals as established by the CSM.

Meet personal goals and promote team goals set by Retail Management.

Knowledge of the Bank’s computer system to enter and retrieve customer information to effectively service the customers.

Receives checks and cash for deposit, verifies amount, examines checks for endorsements, enters customers’ transactions into computer system and issues computer generated receipt according to Bank procedures.

Cashes checks, redeems US Savings Bonds, processes cash advances, processes withdrawals, and pays out money after verification of IDs, signatures and customer balances, and enters customers’ transactions into computer system and issues computer generated receipt according to Bank procedures.

Accepts checks and/or cash for loan payments, TT&L payments, official checks, travelers’ checks, and US Savings bonds, verifies cash, enters customers’ transactions into computer system and issues computer generated receipt according to Bank procedures.

Knowledge of guidelines of when and how to complete Currency Transaction Reports (CTR), and responsible to request assistance and review prior completing.

Comply with over-ride or review decisions for CSA I and II, and signing authority as established by the CSM and/or in accordance with Bank procedures.

Responsible for duties assigned by CSM (i.e. reconciliation of travelers’ checks, cash advances, US Savings Bonds sold, etc.)

Places holds on accounts for uncollected funds only when required as stated in Bank procedures.

Responsible to order CSA’s own daily supply of cash, and verification of incoming cash.

Maintain cash drawer limits according to Bank policy.

Prepare system blotter to balance currency and coin in cash drawer at end of shift and compare with system totals.

Manage CSA’s differences according to Bank policy.

Assists CSM in removing, under dual control procedures, transactions from the cash vault, night depository and Automated Teller Machines (ATM), including verifying cash and totals.
Assists CSM in performing monthly cash audits of CSAs and balancing of cash vault.

Assists CSM in opening and closing schedules, reconciliations, enforcing procedures, and day-to-day operations of the teller line.

Assists CSM with tracking, logging and follow-up on referrals.

Comply with standards set to achieve high goals in the Customer Service Profile and Teller Management System Program, accomplishing quality, as well as cost-efficient, customer service.

Comply with security procedures established to ensure safety for employees and customers, to safeguard cash supplies, to protect the privacy of customer account information, as well as, follow fraud prevention guidelines established to protect the Bank from unnecessary losses.

Some branch travel required. Must be flexible to travel to other bank locations as needed.

Comply with all Bank policies/procedures and all applicable federal and state laws and regulations.

Encourage team environment.

LIVE the Bank’s Mission Statement and PRACTICE the Bank’s Corporate Strategy.

Other duties may be assigned.

Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience:
Associates degree or equivalent from a two year college or technical school; or a high school diploma or general education degree (GED) and one year of bank teller experience.

Language Ability:
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Math Ability:
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

Reasoning Ability:
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Computer Skills:
To perform this job successfully, an individual should have knowledge of Word and Excel spreadsheet software.

Certificates and Licenses:
No certifications needed.

Supervisory Responsibilities:
This job may have some supervisory responsibilities.

Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is blkLargely required to stand for extended periods of time. The employee is frequently required to reach with hands and arms. The employee is occasionally required to walk; sit and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

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