Customer Service Executive

About Company:

Partners Bank, a quickly expanding regional bank with branches in Maine and New Hampshire, stands out for its superior customer service standards. It offers attractive compensation packages and benefits, supports career development, and allows for flexible work schedules when suitable.

A document for Customer Service Executive:

• Complete various teller and client service duties as the need arises.
• Proficient in conducting teller transactions and experienced in completing fundamental customer service tasks, like opening routine checking, savings, and certificate of deposit accounts, processing account maintenance, and more.
• Work within established guidelines, policies and procedures, the CSA will sell and service all deposit accounts, handle various customer inquiries and provide prompt problem resolution.
• A complete understanding of the bank's deposit and electronic banking offerings is essential.
• Apply sales strategies that are focused on understanding customer needs, uncovering referral possibilities, and recommending suitable products and services to meet customer needs.

Competencies and skills required for the role of Customer Service Executive:

• Candidates should have accumulated a minimum of twelve months in roles relating to teller responsibilities or customer service within the banking realm, notably in a branch or call center setting.
• Shows proficiency in sales, service, and interpersonal communication needs, highlighting well-rounded skills.
• Excels at interacting with others and finds fulfillment in team-based work environments.
• Exhibits exceptional organizational, technical, and computer skills.
• Possesses a talent for adapting seamlessly to change and adeptly multitasking.
• Sound knowledge of teller and customer service processes, policies, and procedures.
• Proficient understanding of banking products with the ability for ongoing development.

Customer Service Executive Position Duties:

• Highly capable in performing different teller duties and common customer service operations.
• Proficient in recognizing opportunities for cross-selling and addressing a wide range of customer inquiries to recommend appropriate products or solutions that align with their needs.
• Skilled in facilitating the opening of primary deposit accounts, addressing electronic banking queries and services, completing account maintenance tasks, and referring clients to different areas of the organization for further assistance.
• Keep a cash register in balance with precision and speed.
• Provide superior levels of service to both customers and fellow team members.
• Maintain current knowledge of procedures, regulations, and protocols, such as security measures, regulations, and day-to-day operations.
• Take part in ongoing professional development courses that focus on crucial skills like sales techniques, client interaction, compliance requirements, and product knowledge.
• Might be able to move to a different branch nearby to assist with staffing challenges if required.
• Carry out extra tasks as required by the circumstances.

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