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Customer Service Specialist

2 months ago

Teaneck, New Jersey, United States BOGOTA SAVINGS BANK Full time

Position Overview

The individual in this role, operating under general guidance and adhering to established protocols, is tasked with delivering outstanding customer service while supporting the overall functionality of the branch. The Financial Services Representative will collaborate with the Assistant and Branch Managers in all aspects of the Platform operations, as well as aid in the coordination of sales, business development, and service-related initiatives. When required, they will fulfill the responsibilities of a teller.



Key Responsibilities

All Financial Services Representatives are assigned a primary branch but may be requested to assist at any of our other locations as needed. Flexibility to work across various branches is essential.

Core Duties and Responsibilities include, but are not limited to:

  • Overseeing daily branch operations in accordance with established policies in the absence of the Branch Manager and/or Assistant Branch Manager.
  • Ensuring high standards of Service Quality and operational efficiency:
  • Providing exceptional customer service consistently when interacting with clients.
  • Maintaining a professional demeanor at all times.
  • Continuously enhancing product knowledge to assist clients with their financial needs.
  • Making suggestions to optimize workflow as necessary.
  • Resolving customer and account-related inquiries in a timely and professional manner.
  • Safeguarding customer confidentiality.
  • Accurately identifying all new and existing clients.
  • Facilitating the opening of all account products offered by the bank.
  • Executing transactional services, including stop payments, deposits, withdrawals, and other related transactions, ensuring accuracy in each.

Business Development Responsibilities:

  • Aiming to achieve sales targets through proactive cross-selling of additional products and services.
  • Identifying leads and potential business opportunities during customer interactions.
  • Assisting the Branch Manager in business development efforts to engage local businesses and community organizations, promoting Bogota's commitment to community engagement and enhancing deposit growth.
  • Preparing and monitoring daily reports, assisting in budget management, and approving transactions requiring an override.
  • Adhering to and executing the Bank's BSA program, including Customer Identification Program (CIP), ChexSystems, and OFAC processing, monitoring customer activity, and completing currency transaction reports as necessary.
  • Supporting the Branch Manager in fostering a competitive focus within the branch by encouraging staff to promote the bank's product offerings through effective cross-selling.
  • Ensuring compliance with all branch security and control procedures.
  • Participating in all required training sessions and meetings.
  • Engaging in community involvement and local public relations activities as required.
  • Assisting with branch audits.

Supervisory Duties

Directly supervises a team of three tellers. Responsibilities include training staff, planning and assigning work, evaluating performance, rewarding and addressing employee concerns, and resolving issues.

Qualifications

To excel in this role, candidates should possess the following:

  • A Bachelor's degree from an accredited institution, along with one to two years of relevant experience and/or training, or an equivalent combination of education and experience.
  • Strong communication skills, both verbal and written, with the ability to effectively engage with customers and colleagues.
  • Proficiency in mathematical skills, including the ability to calculate figures and amounts such as discounts and percentages.
  • Ability to apply common sense reasoning to carry out detailed instructions and address problems in standardized situations.

Work Environment

The work environment is typically quiet, and reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.



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