Customer Service Assistant II

Kennebunk Savings operates on the shared belief that Helping One Another Is the Right Thing To Do. Our Core Values– Trust, Integrity, Proactive and Empathy provide the guide posts for how we support that belief. They guide our day to day actions – from the way we build relationships, to how we make decisions and problem solve, to how we interact with one another. Our Core Values form the foundation of our culture. Embodying them forms the basis of what makes for a successful employee at Kennebunk Savings.

Scope of Work:

The individual in this role will be highly proficient in processing transactions, may open new accounts, completes more complex customer requests and provides problem resolution. This individual may be responsible for the daily operation of the vault cash and/or oversee end of day processing activities. They will be knowledgeable of our company’s products and services to effectively meet the customer’s needs and provide a superior level of customer service.

Essential Functions (3):

• Transaction Processing & Cash Handling - Process a variety of transactions accurately and efficiently, which may include deposits, withdrawals, loan payments, check cashing, accurately verifies incoming / outgoing cash, including daily balancing of cash drawer and vaults. May also serve as vault custodian, responsible for the daily operation of the main cash vault.
• Customer Experience – Displays the following attributes: projects a positive image, friendly, outgoing, professional, courteous, resolves problems quickly and efficiently, and is respectful to customers.
• Product Knowledge and/or Sales – Maintains a working knowledge of company products and services in order to communicate effectively with customers. Proficient in using a variety of systems and software applications. May open new accounts, complete complex account maintenance requests and provide qualified referrals to other business lines. Meets assigned sales/referral goals if applicable.

Other Duties & Responsibilities:

• Promotes the Kennebunk Savings Brand by recommending our products and services, supporting our community focus & commitment to being a premier employer
• Understands, supports and adheres to organizational policies and procedures
• Consistently emphasizes the importance of teamwork in the department and company at large
• Responsible for keeping abreast of company news and information
• Responsible for completing required training and policy review
• May serve on various committees
• Willingness to take on additional tasks and duties

Certifications &Licenses Required:

• N/A

Desired Knowledge, Skills & Abilities:

• Displays high level of regard for trust and confidentiality
• Working knowledge of Microsoft Office Products
• Displays strong written and verbal communication skills
• Displays strong organization skills and the ability to multi-task to meet established deadlines
• Demonstrates a high level of accuracy and attention to detail
• Effectively uses analytical skills to solve technical, as well as, non-technical problems
• Prior knowledge of banking regulations is preferred
• Ability to adapt to change

Desired Job Experience:

• 1-2 years of related experience in financial services
• Experience in a professional, service focused and fast-paced environment

Desired Education:

• High school or General Education Diploma

Working Conditions & Minimum Physical Requirements:

• Physical surroundings are generally pleasant and comfortable with minimal exposure to injury or other hazards
• Dexterity of hands and fingers to operate a computer and other office equipment
• Lifting and moving of moderately heavy objects on occasion
• Standing for extended periods of time

External and internal applicants, as well as position incumbents who become disable as defined under the Americans with Disabilities Act, or Maine/New Hampshire Human Rights Commissions, must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis.

Last Updated 04/29/2022