Customer Service Representative

4 weeks ago

Groton, Connecticut, United States Chelsea Groton Bank Full time
Job Description

As a Customer Solutions Representative at Chelsea Groton Bank, you will play a vital role in helping customers achieve their financial goals. This position requires a high level of customer service, as you will be responsible for providing outstanding service in a courteous, professional, and ethical manner.

Key Responsibilities:

  • Proactively engage with customers on the retail branch floor, informing and educating them through various experiences, including digital presentations.
  • Maintain complete knowledge of Bank's products and services, identifying and actively engaging customers in determining their needs and goals.
  • Recommend and create customized solutions, opening and processing all types of consumer and business deposit, retirement, and consumer credit card accounts.
  • Participate in onboarding and customer retention activities, referring to a business partner as appropriate.
  • Perform a variety of transactions to service the customer, including processing deposits, withdrawals, payments, check cashing, commercial teller transactions, coin orders, cash advances, traveler's checks, etc.
  • Assist customers with account maintenance, CD renewals, address changes, research requests, check ordering, debit card orders, safe deposit access, notary services, and demonstrate online banking and mobile banking services.
  • Balance transactions and cash at the end of the day, assist with ATM balancing and branch settlement, maintain keys and combinations, and have branch opening and closing responsibilities.
  • Ensure that transactions are processed accurately and proper documentation is completed.
  • Promote the Bank's products and services and maintain an active participation in community affairs.
  • Responsible for adhering to Bank policies and procedures related to regulatory compliance requirements applicable to the job function.

Requirements:

  • High School diploma; associate's or bachelor's degree preferred; minimum of two years of customer service or related experience required, cash handling experience helpful.
  • A proven ability to take initiative to achieve personal and professional goals and objectives.
  • Effective customer service, verbal and written communication, mathematical, problem-solving, and organizational skills.
  • Detail-oriented and able to multi-task and use various types of office equipment, including computer.
  • Able to lead by example, tech-savvy, and proficient use of Microsoft Word, Excel, Outlook, and PowerPoint software applications.
  • Actively learns, demonstrates, and fosters the Chelsea Groton Bank culture.

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