Retail Banking Representative
1 month ago
As a Customer Solutions Representative at Chelsea Groton Bank, you will play a vital role in helping customers achieve their financial goals. This is a full-time position that requires a high level of customer service, problem-solving, and communication skills.
Key Responsibilities- Provide exceptional customer service by engaging with customers, educating them on bank services, and recommending customized solutions.
- Maintain complete knowledge of Bank's products and services, identifying customer needs and goals, and referring to business partners as appropriate.
- Process a variety of transactions, including deposits, withdrawals, payments, and commercial teller transactions.
- Assist customers with account maintenance, CD renewals, address changes, research requests, and other services.
- Balance transactions and cash at the end of the day, assist with ATM balancing and branch settlement, and maintain keys and combinations.
- 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.
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 – use and ability to demonstrate features of banking technology with customers using a variety of tools. Proficient use of Microsoft Word, Excel, Outlook, and PowerPoint software applications is essential. Actively learns, demonstrates, and fosters the Chelsea Groton Bank culture. Physical requirements include the ability to move to various locations including the vault, ability to lift up to 15 pounds on an interim basis, and the flexibility to bend and reach.
Supervisory ScopeNone
Independent ActionPerforms work within established guidelines and according to specific procedures. Refers problems to immediate supervisor.
ComplianceResponsible for adhering to Bank policies and procedures relating to regulatory compliance requirements applicable to the job function including but not limited to the Bank Secrecy Act, Anti-Money Laundering, and Fair Lending.
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