Walden Savings Bank

  • Customer Service Representative

    Job Locations US-NY-Pine Bush
    Job ID
    Retail Delivery Overhead
    Regular Full-Time
  • Overview

    Responsible to fulfill multiple branch functions including teller and platform services. Provides exceptional customer service, such as opening of loans, accounts and assisting with customer inquiries of bank products in addition to performing teller transactions. Utilizes the Walden Savings Bank Sales and Service Model to identify cross-sell opportunities and refer customers to appropriate business partners.


    • Provides a complete range of branch services, including opening new loans and accounts, processing teller transactions and cross selling bank products and services. Gathers customer information utilizing the needs based sales approach.
    • Ensures accurate processing of transactions including savings, loan and checking. Including but not limited to wire transfers, stop payment requests, savings bond transactions, cash advances and safe deposit box payments. Performs a higher level of services including complex transactions and customer inquiries.
    • Assist customers with account maintenance questions both in the branch and via telephone.
    • Responsible to remain up to date on bank products, services, policies, practices and procedures.
    • Promote bank products and services by referring customers to appropriate business partners based on needs and captures customer interactions using our relationship management software. This includes but is not limited to loan, business and investment services.
    • Responsible to balance cash drawer daily. Ensures discrepancies are reported to the supervisor.
    • Assist supervisors in daily branch operations and sales activities.
    • Ensures that the teller station and branch are properly stocked with forms, supplies, etc.


    NOTE: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.




    Education & Experience:

    •  High school diploma or equivalent.
    • Successful completion of in-house training program.

    Knowledge, Skills, & Abilities: 

    • Good communication and interpersonal skills.
    • Superior delivery of customer service.
    • Excellent attention to detail and computer skills.
    • Ability to recognize customer needs in order to refer products.



    The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.


    To perform this job successfully, an individual must be able to perform each major duty and responsibility satisfactorily. The requirements listed 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.


    This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.


    To employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis.


    As an Equal Opportunity / Affirmative Action Employer, Walden Savings Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. 

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, or disclosed their own pay or the pay of another employee or applicant.



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