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Customer Service Representative
2 months ago
Department: Memorial Drive Branch
Job Status: Full-Time
FLSA Status: Non-Exempt
Grade: 7
Reports to: Branch Manager
Amount of Travel Required: LocalTravel as Needed
Positions Supervised: None
POSITION SUMMARY
Provides prompt and professional service to new and existing customers.
ESSENTIAL FUNCTIONS
- Applies the Westfield Bank Service and Sales Process during customer interaction to acquire and enhance customer relationship.
- Adheres to established Westfield Bank customer service standards.
- Provides information regarding bank products to all potential customers both retail and commercial.
- Meet assigned sales goals through the sale of bank products and services to meet customers banking needs.
- Opens new accounts and performs account and person maintenance as needed.
- Obtains NMLS to take home equity loans or line applications and serve as a liaison between the customer and Loan Operations until loan closes.
- Resolves customer problems as they arise.
- Answer inquiries, accept applications and close consumer loans.
- Assist customers with Safe Deposit.
- Become Notary Public if required.
- Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
- Must adhere to all bank and regulatory policies and procedures specific to position.
- Performs additional duties as requested.
Competencies
- Customer Relations
- Decision Making/Judgement
- Job Knowledge
- Quality
- Results Focus
- High School Diploma or GED required.
- Prior sales and customer service experience preferred.
- Become Notary Public if required.
PHYSICAL DEMANDS
Physical Demands
Stand: O (Occasionally)
Walk: O (Occasionally)
Sit: F (Frequently)
Handling / Fingering: F (Frequently
Reach Outward: F (Frequently)
Reach Above Shoulder: O (Occasionally)
Climb: O (Occasionally)
Crawl: O (Occasionally)
Squat or Kneel: O (Occasionally)
Bend: O (Occasionally)
Lift/Carry
10 lbs or less: F (Frequently)
11-20 lbs: F (Frequently)
21-50 lbs: O (Occasionally)
51-100 lbs: N (Not Applicable)
Over 100 lbs: N (Not Applicable)
Push/Pull
12 lbs or less: O (Occasionally)
13-25 lbs: O (Occasionally)
26-40 lbs: O (Occasionally)
41-100 lbs: O (Occasionally)
N (Not Applicable) Activity is not applicable to this occupation.
O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day)
F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day)
C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)
Other Physical Requirements
None
Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
JOB CODE: 1000665
