Customer Service Representative (Bank)/ (Onsite Only)
Partners Bank
Department: Branch Administration
Reports to: Branch Manager/Assistant Branch Manager
Supervises: None
Status: Non-Exempt / Full-Time / on-site
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 Representative:
- Working within established operational policies, procedures and protocols, the individual will be responsible for business development activities from new and existing customers through the sale and service of all deposit products and related services.
- The incumbent will be skilled in relationship selling and have strong product knowledge.
- Respond promptly and appropriately to various customer inquiries and efficiently handle problem resolution.
- Answer questions on various services the financial institution provides and recognizes sales and referral opportunities.
- May also have teller processing responsibilities and is highly proficient in this area.
Job Requirements for the Customer Service Representative:
- Previous experience in a front-line banking or financial services position is preferred
- Excellent verbal and written communication skills
- Strong customer sales, service and interpersonal skills
- Strong organizational, technical and computer skills
- Adapts well and embraces change
Essential Job Functions for the Customer Service Representative:
- Proficient in the sales and service of all deposit products and services and some consumer loans
- Responsible for proactively engaging customers to uncover needs, recommend appropriate solutions and closing sales opportunities.
- Develop quality referrals to others for a variety of products and services such as residential mortgages, consumer loans, small business loans, investments, etc.
- Consistently provides outstanding service and assistance to customers and coworkers
- Actively participates and supports branch sales plans, campaigns and promotions.
- Efficiently processes teller transactions and performs all related tasks as required
- Respond promptly and efficiently in resolving customer problems.
- Understand and adheres to various policies and procedures including security, compliance and operations
- Perform all other duties as required
This Job Description for the Customer Service Representative 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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