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Branch Customer Support Associate

2 months ago

Portsmouth, Virginia, United States Partners Bank Full time

Position Title: Customer Service Assistant I

Department: Branch Administration

Reports to: Branch Manager/Assistant Branch Manager

Supervises: None

Status: Non-Exempt

Level: Level 5

Location: Portsmouth, New Hampshire

Overview:

The individual in this role is responsible for executing a range of teller and customer service functions as required. The candidate should demonstrate a high level of proficiency in processing teller transactions and be capable of handling fundamental customer service tasks, including the establishment of standard checking, savings, and certificate of deposit accounts, as well as managing account maintenance activities.

Working within established guidelines, policies, and procedures, the incumbent will promote and manage all deposit accounts, address various customer inquiries, and ensure timely problem resolution. A robust understanding of the bank's diverse deposit and electronic banking offerings is essential. Utilizing needs-based sales techniques, the individual will identify referral opportunities and suggest suitable products and services to fulfill customer requirements.

Qualifications:

  • At least one year of experience in teller or customer service roles within a banking branch or call center environment.
  • Exceptional sales, service, interpersonal, and communication abilities.
  • Ability to collaborate effectively with a diverse range of individuals in a team-oriented setting.
  • Strong organizational, technical, and computer skills.
  • Adaptability to change and capability to manage multiple tasks efficiently.
  • Comprehensive knowledge of teller and customer service processes, policies, and procedures.
  • Familiarity with banking products and services, with a willingness to expand knowledge further.

Key Responsibilities:

  • Demonstrate proficiency in processing various teller transactions and routine customer service functions.
  • Identify cross-selling opportunities and respond to customer inquiries by recommending appropriate products or solutions.
  • Assist in opening basic deposit accounts, addressing electronic banking inquiries, and performing account maintenance while making referrals to other business lines as necessary.
  • Maintain and accurately balance a cash drawer.
  • Deliver exceptional service to customers, colleagues, and team members.
  • Understand and adhere to various policies, guidelines, and procedures, including security, compliance, and operational protocols.
  • Engage in ongoing job-related training programs covering sales, service, compliance, and product knowledge.
  • Perform additional duties as assigned.

This job description outlines the essential functions and qualifications for the position. It is not an exhaustive list of all duties, responsibilities, or qualifications associated with the role. This document is not intended to exclude modifications consistent with providing reasonable accommodations for individuals with disabilities. This is not a contract.