Customer Service Administrator

Customer Service Administrator

A tool for Customer Relations Teams:

• Carry out a combination of teller and customer service activities as necessary.
• Skilled in managing teller transactions effectively and capable of carrying out basic customer service duties, such as opening standard checking, savings, and certificate of deposit accounts, processing account updates, and other relevant tasks.
• 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 robust understanding of the various deposit and electronic banking options provided by the bank is required.
• Implement sales techniques that revolve around identifying customer needs, uncovering referral potential, and advising on appropriate products and services to fulfill those needs.

Essential attributes for individuals interested in the Customer Service Administrator position:

• Applicants are required to have at least one year of experience in a branch or call center, with a specific emphasis on roles such as tellers or customer service roles within the banking industry.
• Displays exceptional abilities in sales, service, and interpersonal communication, with a focus on excellence in all areas.
• Values teamwork and is skilled at engaging with a variety of individuals in a team context.
• Capable in the areas of organization, technical expertise, and computer skills.
• Displays a knack for adapting well to change and efficiently multitasking.
• Familiar with the operational procedures and guidelines concerning teller functions and customer service.
• Solid grasp of banking products and services, with the potential for continuous improvement.

The Customer Service Administrator's Role Requirements:

• Expertise in executing a range of teller functions and everyday customer service responsibilities.
• Adept at recognizing cross-selling potential and responding to a multitude of customer questions by recommending fitting products or solutions to fulfill their needs.
• Proficient in overseeing the establishment of standard deposit accounts, resolving electronic banking inquiries and features, conducting account maintenance tasks, and guiding individuals to appropriate divisions for further assistance.
• Ensure the precise and efficient balancing of a cash register.
• Deliver outstanding service to clients, coworkers, and team members alike.
• Keep up-to-date with protocols, rules, and procedures, such as security arrangements, compliance standards, and day-to-day functioning.
• Join in continuous learning sessions that encompass essential aspects like sales methodologies, effective service delivery, regulatory compliance, and product comprehension.
• Has the option to float to another nearby branch to help with staffing if necessary.
• Perform supplementary tasks as needed.

About Company:

Partners Bank is a fast-growing community bank with a presence in Maine and New Hampshire that has established high expectations for service excellence. The bank offers competitive pay and benefits, promotes growth opportunities, and allows for flexible work schedules as appropriate.

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