Customer Service Associate

5 months ago

Kansas City, United States Capitol Federal Savings Bank Full time
Job Description:
Role

Assist customers with all types of account transactions including teller transactions. Advise customers on company products and services in order to meet their personal financial goals. Responsible for accurately processing financial transactions and being an effective source of information for our customers: in lobby, drive-thru window or by telephone. Provides friendly, professional, confidential and effective assistance to customers and Bank associates assuring a positive experience and minimizing wait time.

Essential Duties & Responsibilities
  • Performs teller transactions as defined by the Bank. Balances cashbox daily to ensure accuracy in transactions and notifies supervisor regarding any offages. Participates in the rotation of vault duties, including the daily balancing of the vault when it is used.
  • Assists customers with opening all types of retail and safe deposit boxes as defined by the Bank and branch management. Performs maintenance on existing accounts.
  • Use every customer contact as an opportunity to advise and cross-sell customers about additional services or programs that might benefit them.
  • Research, troubleshoot and resolve external and internal customer inquiries as needed.
  • Answer incoming calls verifying the identity of the caller. Determine the needs of the caller and minimize the time and effort to resolve their concerns.
  • Assists other departments and branches with transactions as needed; provides support for the department and branch management in fulfilling customer requests.
  • Performs branch opening and closing duties as assigned.
  • Performs other duties as assigned.
  • Participate in proactive team efforts to achieve departmental and company goals.
  • Must comply with current applicable laws, regulations and bank policies and procedures. Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.
Experience

A minimum of one to three years of customer service or related experience, including preparatory experience. Cash handling experience is preferred.

Education/Certifications/Licenses

A high school degree or equivalent.

Skills
  • Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others both inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information, as well as updating or referring, which typically require short discussions.
  • Ability to communicate with customers (greet, put at ease, instill confidence in Capitol Federal and self), explain products and services in an understandable manner, explain and compare features and benefits of different products, relate to each individual customers' particular needs, accurately answer customers' questions, identify customers' problems and present solutions.

CapFed® is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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