Customer Service Assistant II (Bank CSA)/ Onsite Only

Customer Service Assistant II

Department: Branch Administration

Reports to: Market Manager/Assistant Branch Manager

Supervises: None

Status: Full-Time / Non-exempt / On-Site Only

Must already be authorized to work in the United States. Relocation is not provided.

Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate.

Summary for the Customer Service Assistant II:

• The Customer Service Assistant (CSA) II performs all the duties of Teller and Customer Service Representatives as needed.
• Working within established guidelines, policies and procedures, the individual will sell and service all deposit and some consumer loan products, handle various customer inquiries and problem resolution and processes a wide variety of transactions.
• Is proficient in the use of various teller and customer service equipment and technology.
• Proactively utilizes needs-based sales techniques to uncover opportunities and recommends appropriate products and services to meet customer needs.
• Proficient in new account opening, maintenance and the Banks online banking services.
• Responsible for the development of new business relationships and maintaining existing relationships.

Job Requirements for the Customer Service Assistant II:

• Two or more years teller and/or customer service banking experience in a branch or call center environment.
• Interacts easily with others and enjoys working with a variety of people and in a team environment.
• Excellent sales, service, interpersonal and communication skills.
• Strong organizational, technical and computer skills
• Adapts well to change and able to effectively multi task
• Extensive knowledge of teller and customer service processes, policies, guidelines and procedures.
• Strong product knowledge

Specific Job Functions for the Customer Service Assistant II:

• Highly proficient in the processing of a wide variety of various teller and customer service-related transactions and activities
• Proactively develops cross-sell opportunities and responds to customers inquiries to recommend appropriate product and services to meet their needs.
• Proficient in opening accounts, assisting with online banking inquiries, services and functionality, performing various account maintenance, handling basic consumer loan requests and making referrals to other lines of business.
• Maintain and balance cash drawer accurately and efficiently.
• Provide exceptional service to customers, coworkers and team members.
• Understand and adhere to various policies and procedures including security, compliance and operations.
• Participates in on-going job-related training programs including but not limited to sales, service, compliance and product knowledge.
• Perform additional duties as required.

This Job Description for the Customer Service Assistant II describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract.

Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job.

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