Customer Service Associate

This position is responsible for developing the skills necessary to deliver high quality customer service through efficient and accurate handling of over the counter transactions in compliance with all bank policies. In this position, incumbents are to begin recognizing referral opportunities by increasing their product knowledge. This position acts as a training ground for advanced customer service skills.

• Delivers accurate, quick and efficient customer service by performing standard debit, credit and product transactions while maintaining a balance between transaction time and customer need. 

• Answers routine inquiries by customers and refers high level inquiries to appropriate staff.  
• Maintains the appropriate inventory level of cash, forms and supplies for their station. 
• Depending upon experience, assists in preparation of weekly and monthly inventory, tracking and other operational reports.
• Utilizes branch technology and systems effectively.
• Recognizes customer needs and opportunities; refers customers to appropriate staff for product sales or problem resolution. 
• Accurately presents account information in accordance with knowledge of bank products. 

•  Creates awareness of products and services.

• Prepares the proper daily set up and balancing of a cash box.
• Performs the accurate balance of daily work and prepares required forms and various clerical work within bank procedures, policies and applicable regulations. 
• Provides general clerical assistance to the branch as needed.

• High School diploma or equivalency required. 

• Knowledge of computer preferred.
• 0-2 years relevant experience.
• Detail oriented with the ability to handle confidential and sensitive information.
• Familiarity with bank products and services.
• Strong communication and interpersonal skills.
• Flexibility to respond to multiple ad hoc assignments or situations.
• Proven ability to work effectively under time constraints while maintaining a high accuracy level.