CUSTOMER SERVICE ASSOCIATE I
Company: Baycoast Bank
Location: New Bedford
Posted on: August 5, 2022
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Job Description:
FUNCTION: Under the direction of the Branch Manager, Assistant
Branch Manager and Customer Service Supervisor, the Customer
Service Associate is at the forefront of customer interactions as
part of a branch-based team that provides high quality service that
earns the long-term loyalty of our customers. Leverages
communication skills and banking knowledge to engage with
customers. Understands customer---s needs which will provide
financial solutions and advice to resolve issues and help customers
achieve their financial goals. Identifies relationship development
opportunities and refers customers to appropriate personnel.
Demonstrates a willingness to do more than is required or expected
by embracing the Bank---s mission statement and core values, which
will improve results and morale as well as create new
opportunities. RESPONSIBILITIES: RELATIONSHIP DEVELOPMENT AND
SERVICE Consistently provides quality service in a professional
manner: Be the face of BayCoast Bank, presenting a professional,
friendly and helpful appearance with every interaction Adheres to
customer service standards Maintains a friendly and courteous
attitude Effectively engages with customer inquiries in a courteous
and efficient manner Accurately processes various customer
transactions. Leverages problem-solving and strong communication
skills to resolve customer issues Embraces the Bank---s commitment
to Solutions by seeking and recognizing opportunities to refer our
customers and new business to different areas of the Bank, Partners
Insurance Group, BayCoast Bank Financial Services, Plimoth
Investment Advisors, and BayCoast Mortgage. Uses Salesforce to
track identified tasks, leads, and opportunities. Strongly
encouraged to utilize and track referrals through Solutions to
ensure proper credit and recognition. Strives to meet and exceed
personal and branch goals: Knows features and benefits of BayCoast
Bank products Evaluates customers--- needs Effectively recognizes
relationship development opportunities and refers customers to
appropriate personnel Enthusiastically participates in and supports
relationship development meetings and campaigns Seeks and promotes
Merchant Services and Elan credit card products to customers
OPERATIONS A. Maintains a high degree of accuracy, organization and
productivity in conducting customer transactions: Consistently
produces the expected volume of teller transactions while
maintaining teller difference limits Prepares documents completely
and accurately Processes documents correctly and promptly Quickly
responds to internal inquiries Places stop payments on accounts and
official checks, as requested Directly sells money orders and bank
checks Balances daily work at end of day, assists in adding up all
documents for end of day branch proof, changes ribbons and
calculator rolls on equipment, images/scan checks and bonds Proves
and processes night deposit and subject to verification bags
Processes bond redemptions Assists in the proving of the ATM
machine Assists in the Safe Deposit Box functions Utilizes Currency
Exchange International (CXI) to order and deposit foreign currency
as needed Maintains a neat, organized work area B. Consistently
adheres to bank policies and procedures regarding branch
operations, security and employment practices. Participates as a
---team player--- to accomplish branch tasks. Adhere to Bank's
confidentiality policy and the safeguarding of customer
information. Enthusiastically participates in bank-sponsored
training programs, campaigns and contests. Attends all required
trainings/meetings as assigned or scheduled. Is encouraged to
participate in community events and organizations Performs
additional duties as requested. Knowledge/Skills/Experience
Requirements: Minimum of 4 months sales/customer service experience
in a retail environment. Experience handling cash.
Keywords: Baycoast Bank, New Bedford , CUSTOMER SERVICE ASSOCIATE I, Hospitality & Tourism , New Bedford, Massachusetts
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