Pickard Branch Customer Service Representative

Opens new saving and checking accounts, CDs, IRAs, processes loans, and provides assistance to loan officers and Branch Manager or Branch Supervisor as needed.

• →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.

• High School Diploma required
• Two Years banking experience preferred
• Experience opening new accounts preferred
• Loan documentation experience preferred

• 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.