Customer Service Representative

3 weeks ago


Quincy, Massachusetts, United States Citizens Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our branch team, you will play a vital role in delivering exceptional customer experiences and helping our customers achieve their financial goals.

Key Responsibilities
  • Greet customers in our lobbies and provide personalized advice and solutions to meet their needs
  • Demonstrate how to use our mobile app and ATMs to complete simple transactions
  • Create amazing experiences for our customers by identifying opportunities to help them achieve their financial goals
  • Meet quarterly referral goals and confidently cash checks, process withdrawals and deposits
  • Follow all financial policies and procedures, including proper cash handling, state and local laws and regulations
What We Offer
  • Meaningful work and relationships - help customers with important financial decisions that impact their lives
  • Commitment to community - give back with 4 hours of paid time off annually for volunteering, separate from regular PTO
  • Career opportunities, rewards, and upskilling - see your hard work rewarded with promotions and opportunities to grow your career
  • Exceptional benefits - receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more
Requirements
  • High School degree or GED
  • Minimum of 1 year demonstrated customer experience, recommending and referring products and services to customers
  • Strong listening and communication skills
  • Ability to effectively ask questions and identify needs to enhance and develop a long-term customer relationship
  • Ability to problem solve and provide solutions to customer issues
  • Customer-centric to deliver exceptional service
  • Comfortable with using digital technology to support the delivery of business goals
  • Ability to work branch hours, which can include weekends and evenings
Preferred Skills/Experience
  • 6 months of experience processing transactions (cash and/or digital payments)
  • Motivates others, like teammates, business partners, and specialists, through collaboration
  • Process-oriented, energetic, detail-oriented and ability to multitask effectively
  • Bilingual in Spanish or Mandarin


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