Customer Solutions Specialist

Customer Solutions Specialist

about Company:

Partners Bank, a thriving community-focused financial institution in Maine and New Hampshire, is known for its superior service expectations. The company provides generous pay and benefits while also promoting growth opportunities and flexible work arrangements as appropriate.

An instructional resource for Customer Solutions Specialist:

• Conduct a range of teller and customer service tasks as required.
• Highly skilled in processing teller transactions and capable of completing rudimentary customer service-related duties, including initiating standard checking, savings, and certificate of deposit accounts, managing account updates, and other responsibilities.
• The CSA is tasked with abiding by predetermined guidelines, policies, and procedures while overseeing the sale and maintenance of deposit accounts, managing customer inquiries, and providing timely solutions to problems.
• It is necessary to possess a firm understanding of the bank's assortment of deposit and electronic banking products and services.
• Adopt a customer-centric sales approach that involves identifying customer needs, exploring referral opportunities, and suggesting appropriate products and services to meet those needs.

Qualifications essential for the Customer Solutions Specialist position:

• One year of experience working in a branch or call center is a prerequisite, with a focus on roles such as tellers or customer service personnel in the banking industry.
• Exhibits strength in sales strategies, customer service tactics, and interpersonal communication proficiency.
• Thrives in collaborative settings and has a positive attitude towards working with a diverse group of individuals.
• Has strong organizational skills coupled with technical and computer competencies.
• Excels in adjusting to changes effectively and efficiently handling multiple tasks.
• Extensive understanding of the guidelines and operational procedures associated with teller roles and customer service practices.
• Competence in grasping banking products and services, with potential for further expansion.

Core Job Functions of the Customer Solutions Specialist:

• Exemplary in carrying out a spectrum of teller transactions and essential customer service activities.
• Experienced in identifying cross-selling chances and responding to various customer inquiries by suggesting suitable products or solutions to fulfill their needs.
• Competent in supervising the creation of standard deposit accounts, assisting with electronic banking inquiries and services, managing account maintenance tasks, and making recommendations to other business sectors.
• Handle and manage a cash drawer with accuracy and efficiency.
• Uphold a high level of service quality for customers, colleagues, and team members.
• Acknowledge and abide by a variety of policies, instructions, and processes involving security, adherence, and day-to-day operations.
• Engage in continuous educational workshops that cover a variety of topics such as sales methods, customer support, adherence to regulations, and product understanding.
• The possibility exists to transfer to another local branch to help cover staffing needs.
• Execute further responsibilities as needed.

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