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About the Role
This position is responsible for helping customers achieve their financial goals by providing outstanding service in a courteous, professional, and ethical manner. Customer solutions representatives are cross-trained to handle both operational and moderate customer service tasks efficiently and effectively.
Responsibilities
- Proactively engages with customers on the retail branch floor, informing and educating them through various experiences including digital presentations.
- Provides efficient, accurate, and courteous customer service.
- Maintains complete knowledge of the Bank’s products and services.
- Identifies and actively engages customers to determine needs and goals.
- Recommends and creates customized solutions, opening and processing all types of consumer and business deposit, retirement, and consumer credit card accounts.
- Participates in onboarding and customer retention activities.
- Refers to a business partner as appropriate.
- Performs a variety of transactions to service the customer, including processing deposits, withdrawals, payments, check cashing, commercial teller transactions, coin orders, cash advances, and traveler’s checks.
- Assists customers with account maintenance, CD renewals, address changes, research requests, check ordering, debit card orders, safe deposit access, and notary services.
- Effectively demonstrates online banking and mobile banking services.
- Balances transactions and cash at the end of the day and assists with ATM balancing and branch settlement.
- Maintains keys and combinations.
- Has branch opening and closing responsibilities.
- Assists with other security and audit routines.
- Ensures that transactions are processed accurately and proper documentation is completed.
- Promotes the Bank’s products and services.
- Maintains active participation in community affairs.
- Adheres to Bank policies and procedures related to regulatory compliance requirements.
- Performs related and unrelated duties as may be needed.
Requirements
- High School diploma; associate’s or bachelor’s degree preferred.
- Minimum of two years of customer service or related experience required.
- Cash handling experience helpful.
- Proven ability to take initiative to achieve personal and professional goals and objectives.
- Effective customer service, verbal and written communication, mathematical, problem solving and organizational skills.
- Detail-oriented and able to multi-task.
- Able to use various types of office equipment, including a computer.
- Able to lead by example.
- Tech-savvy – use and ability to demonstrate features of banking technology with customers using a variety of tools.
- Proficient use of Microsoft Word, Excel, Outlook, and PowerPoint software applications is essential.
- Actively learns, demonstrates, and fosters the Chelsea Groton Bank culture.
- Physical requirements include the ability to move to various locations including the vault, ability to lift up to 15 pounds on an interim basis, and the flexibility to bend and reach.
- Performs work within established guidelines and according to specific procedures.
- Refers problems to immediate supervisor.
- Responsible for adhering to Bank policies and procedures relating to regulatory compliance requirements applicable to the job function including but not limited to the Bank Secrecy Act, Anti-Money Laundering, and Fair Lending.
Skills
- Customer service
- Verbal communication
- Written communication
- Mathematical skills
- Problem solving
- Organizational skills
- Detail-oriented
- Multi-tasking
- Office equipment operation
- Computer proficiency
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
- Banking technology demonstration
Location
- All Locations
Work Type
- Full-time
Experience Level
- Minimum of two years of customer service or related experience
Education Level
- High School diploma
- Associate's degree preferred
- Bachelor's degree preferred
About the Company
- Chelsea Groton Bank culture