Universal Banker (Customer Service Representative) - Flex/Travel
Queenstown Bank
Customer Service Representative (CSR)
Come join a team that is working together to enhance the lives of our colleagues, customers, and the community every day!
This Customer Service Representative (CSR) role will travel among our nine branches along Maryland's Eastern Shore, within these counties: Queen Anne, Talbot, Dorchester, and Caroline.
This position is responsible for delivering exceptional service, building and expanding strong relationships with our customers, and supporting various operational needs of customers.
Duties and Responsibilities:
- Build relationships by developing trust and engaging in conversations to understand customers' financial needs and uncovering opportunities to grow their relationships.
- Open a variety of new accounts for customers including checking, IRA's, and CD's; providing information and answering questions regarding interest rates, fees, and bank policies.
- Handle account servicing requests including stop payment requests, wire transfers, dormant account reactivation, address changes, travel notifications, research, and ATM/Debit card orders.
- Educate customers on digital services to deepen their understanding of alternative service opportunities and fraud solutions.
- Work closely with colleagues throughout the bank to achieve branch goals and provide an exceptional customer experience.
- Support CSAs as needed by processing customer transactions.
- Follow all banking regulations, security, and operational procedures to protect customers and bank assets.
- Make decisions when questionable items are presented for cashing.
- Provide support to less experienced branch staff members.
- Comply with and work toward branch goals to achieve or exceed branch growth potential.
- Adheres to Bank policies and procedures required by federal and state statutes, laws, and regulatory rules.
- Adheres to Company's Safety and Security Policies and Procedures.
- Adheres to Company's behavioral standards and Core Values, which are Trust, Customer Commitment, Teamwork, Excellence, and Performance.
- Performs other duties as assigned by management.
Qualifications (Knowledge, Skills, Abilities, Education, and Experience):
- High school diploma or GED.
- One year of banking customer service required.
- Demonstrated understanding of branch operation activities, terminology, products, and services.
- Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
- Strong computer skills to include database and Microsoft Office.
- Ability to work independently and as a team member.
- Detail oriented.
- Basic math skills to include the ability to calculate interest and balance accounts.
- Excellent communication skills.
- Good organizational and time management skills.
- Ability to apply good judgment to carry out instructions, interpret documents, understand procedures, write reports and correspondence.
Physical Demands and Work Environment:
- Mobility sufficient to perform activities required of position, including travel to branch locations.
- Manual dexterity for the functional operation of office equipment, such as computers, calculators, etc.
- Ability to actively engage in necessary communications with internal and external customers.
Company Benefit Offerings for eligible employees:
- Medical, Dental, and Vision insurance offered 1st of the month following 30 days of employment.
- Paid Time Off (PTO) starts at 3 weeks per calendar year (prorated for new hires based on start date).
- 12 Paid Holidays (including Birthday).
- 401K retirement plan with up to a 4% Company match and immediate vesting.
- Tuition Reimbursement.
- Employer paid life insurance.
- Employer paid disability insurance.
- Voluntary life and disability insurance.
- Employee Assistance Program.
- Employee Discounts and Perks.
Compensation:
- The posted pay range for this position reflects a good faith estimate.
- The posted pay range includes a $1.00 per hour Flex stipend for travel.
- Actual compensation offered may vary based on factors such as relevant experience, skills, internal equity, tenure, performance, and location.
Queenstown Bank is an Equal Opportunity Employer, including protected Veterans and individuals with Disabilities. Queenstown Bank is an E-Verify participant.
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