The Customer Service Representative I is responsible for providing frontline customer service and performing routine banking transactions accurately and efficiently. This position serves as a primary point of contact for customers and supports branch operations by delivering quality service while ensuring compliance with bank policies and regulatory requirements.
The CSR I role is an entry-level position designed to build foundational banking knowledge and customer relationship skills.
Essential Duties and ResponsibilitiesCustomer Transactions-
Process customer deposits, withdrawals, transfers, and payments
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Cash checks and issue cashier’s checks and money orders
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Balance cash drawer daily and resolve discrepancies
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Verify customer identity in accordance with bank procedures
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Maintain accuracy in all posted transactions
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Greet customers in a professional and friendly manner
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Answer questions regarding products, services, and account information
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Assist customers with basic account maintenance requests
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Identify opportunities to refer customers to appropriate bank personnel
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Follow all bank policies and procedures
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Comply with Bank Secrecy Act and anti money laundering requirements
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Recognize and report suspicious activity
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Maintain confidentiality of customer information
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Adhere to internal control and cash handling standards
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Assist with branch opening and closing procedures
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Maintain clean and organized work area
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Support team members as needed
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Participate in required training programs
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High school diploma or equivalent required
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Customer service or cash handling experience preferred
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Prior banking experience preferred but not required
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Basic math and cash handling skills
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Strong attention to detail
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Effective verbal communication skills
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Professional demeanor
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Ability to work in a team environment
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Willingness to learn banking systems and procedures
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Demonstrates reliability and punctuality
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Maintains professionalism in customer interactions
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Follows supervisory direction
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Supports a positive branch culture
Skills Required
- High school diploma or equivalent
- Customer service or cash handling experience
- Prior banking experience
- Basic math and cash handling skills
- Strong attention to detail
- Effective verbal communication skills
- Professional demeanor
- Ability to work in a team environment
- Willingness to learn banking systems and procedures
- Demonstrates reliability and punctuality
- Comply with Bank Secrecy Act (BSA) and anti-money laundering requirements
- Maintain confidentiality of customer information
What We Do
Longview Bank is a community-focused commercial bank based in Ogden, Illinois, providing retail and commercial banking services including agricultural loans, residential mortgages, business and personal loans, deposit accounts, and mobile/online banking. Founded in 1899 and owned by Longview Capital Corporation, the bank serves multiple rural central Illinois communities through local branches and emphasizes local decision-making and support for farmers and small businesses.
