Customer Service Representative

3 weeks ago


Williamstown, Massachusetts, United States MountainOne Full time
Job Summary

The Customer Service Representative plays a vital role in providing exceptional customer service in accordance with our Community Banking Service Standards. This position participates in the daily operation of the branch, including account management and assisting customers with banking products, transactions, and other financial products/services as needed.

Key Responsibilities
  • Customer Care: Drive and deliver the MountainOne Standard of Customer Care regarding daily transactions, proactively addressing inquiries, and resolving problems in accordance with bank policies.
  • Operations and Compliance: Comply with policies, procedures, and compliance training; comply with BSA/AML/OFAC regulations and guidelines. Maintain a position of trust and responsibility by keeping all customer business secure and confidential.
  • Individual and Team Effectiveness: Work cooperatively in close communication and coordination across all company departments/functions. Develop a collaborative relationship with the Call Center.
  • Business Development: Identify business growth opportunities through active listening; by reviewing basic customer account data. Proactively participate in the sales referral process.
Requirements
  • Technical Knowledge/Skills: Math literacy and fundamental financial calculations. Fundamental teller transactions. Proficiency in Microsoft Office Suite.
  • Personal Skills: Critical thinking; ability to logically evaluate information, solve problems, exercise good judgement. Goal-orientation; ability to expend the time, effort, and focus necessary to achieve goals.
  • Experience: Associate's degree. Minimum one year of banking experience.
Work Environment

This position is currently accepting applications. The ideal candidate will be able to work in a fast-paced environment and provide exceptional customer service.



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