Customer Service Representative

Customer Service Representative

About Company:

Partners Bank is a fast-expanding local bank operating in Maine and New Hampshire that has set high standards for customer service. The bank provides competitive pay and perks along with creating chances for advancement and accommodating flexible work hours when suitable.

A guide for Customer Service Representative:

• Carry out a range of responsibilities related to handling transactions and assisting customers as required.
• Skilled in handling teller transactions and capable of performing various customer service duties, including opening standard checking, savings, and certificate of deposit accounts, as well as managing account updates and maintenance tasks.
• The CSA is responsible for adhering to existing rules and regulations while managing the sale and maintenance of deposit accounts, addressing customer queries, and ensuring timely resolution of issues.
• A solid understanding of the range of deposit and electronic banking offerings provided by the bank is essential.
• Utilize sales strategies based on identifying customer requirements, identify potential referrals, and suggest suitable products and services to fulfill customer needs.

Qualifications needed for the Customer Service Representative:

• At least one year of experience in a branch or call center setting, specifically in teller or customer service roles within the banking sector, is required.
• Proficient in sales, customer service, and adept at interpersonal and communication abilities.
• Collaborates effectively and finds fulfillment in engaging with diverse individuals within a team setting.
• Proficient in organizational, technical, and computer abilities.
• Has a strong ability to adjust to new circumstances and efficiently handle multiple tasks at once.
• Thorough understanding of teller and customer service protocols, regulations, and operational procedures.
• Proficiency in understanding banking products and services, with potential for ongoing enhancement.

Duties for the Customer Service Representative Position:

• Skilled in handling a wide range of teller operations and standard customer service responsibilities.
• Capable of recognizing potential cross-selling chances and addressing diverse customer queries by suggesting suitable products or solutions to fulfill their requirements.
• Capable of facilitating the opening of standard savings and checking accounts, addressing queries related to online banking, its services, and features, carrying out account upkeep tasks, and suggesting additional banking services.
• Keep and manage a cash register with precision and effectiveness.
• Deliver exceptional levels of service to clients, colleagues, and fellow team members.
• Comprehend and adhere to a range of rules, regulations, and protocols encompassing security, adherence, and functions.
• Engage in continual professional development sessions such as sales, customer service, adherence to regulations, and understanding of products.
• Can potentially transfer to a different nearby branch for additional staffing assistance if required.
• Fulfill any additional tasks as needed.

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