Customer Service Representative
Core
Assist banking teams with client service, account operations, cash management, and loan servicing while handling teller transactions.
Role type
Customer Service Representative / Teller
Builds
Client accounts, transaction records, and compliant banking operations
Domain
Banking / Financial Services
Required skills
Account opening and maintenance, Cash handling, KYC/AML compliance, Fraud detection, Client communication, Regulatory adherence
Preferred skills
Core banking systems, CRM tools, MS Office, Banking applications
Responsibilities
Handle client inquiries and account maintenance, Process deposits and withdrawals, Verify client identity for compliance, Manage daily reports and funds transfers, Collaborate with internal banking teams, Participate in fraud prevention training
Seniority
Mid-level, hands-on IC (via careerplan.io/jobs/4330074009-customer-service-representative-at-idbny)