Walden Savings Bank

  • Customer Service Representative

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

    Walden Savings Bank is now accepting applications for a Customer Service Representative for our Gardiner, New York location.


    Applicants need two to three years' of experience in financial institution operating policies and procedures, banking regulations (state and federal)


    This position is a full time position, scheduled hours are as follows:

    Monday - Wednesday 8:00 am - 4:45 pm

    Thursday - Friday  8:00 am - 6:15 pm

    Saturday - 8:00 am - 12:15 pm (alternating)


    Customer Service Representatives are responsible to fulfill multiple branch functions. Platform services are opening of loans, savings and checking accounts and cross selling of bank products, in addition to performing teller transactions.


    • 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.
    • Two to Three year' experience in financial institution operating policies and procedures, banking regulations (state and federal)
    • 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.





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