Customer Engagement Specialist

2 weeks ago


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

Position Summary

The individual in this role, under general guidance and in alignment with established protocols, is tasked with delivering outstanding customer service while supporting the overall functioning of the branch. The Customer Engagement Specialist will collaborate with the Assistant and Branch Managers across all aspects of the Platform operations and will assist in coordinating all sales, business development, and service-related initiatives. When required, they will fulfill the responsibilities of a teller.

Note: Each Customer Engagement Specialist is assigned a primary branch but may be requested to assist at any of our other branches as needed. Flexibility to work at various locations is essential.

Key Responsibilities include, but are not limited to:

  • Overseeing daily branch operations in the absence of both the Branch Manager and/or the Assistant Branch Manager.
  • Ensuring high standards of Branch Service Quality and operational efficiency:
  • Consistently demonstrating exceptional customer service when interacting with clients.
  • Maintaining a professional demeanor at all times.
  • Continuously enhancing product knowledge to assist clients with their financial requirements.
  • Identifying opportunities for workflow improvements as necessary.
  • Resolving customer and account-related inquiries in a timely and professional manner.
  • Safeguarding customer confidentiality.
  • Accurately identifying all new and existing customers.
  • Opening all account products offered by the bank.
  • Executing transactional services, including stop payments, deposits, withdrawals, and other related transactions, ensuring thorough completion of each task.
  • Driving business development efforts:
  • Aiming to achieve sales targets through proactive cross-selling of additional products and services.
  • Identifying leads and further business opportunities during customer interactions.
  • Assisting the Branch Manager in outreach efforts to local businesses and community organizations to foster community engagement and enhance deposit growth.
  • Preparing and monitoring daily reports, assisting in budget management, and approving transactions requiring overrides.
  • 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 maintaining a competitive focus within the branch by encouraging staff to promote the bank's product offerings through cross-selling initiatives.
  • Ensuring that all branch security and control measures are applied effectively.
  • 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, assigning, and directing work, evaluating performance, rewarding and disciplining employees, addressing complaints, and resolving issues in accordance with organizational policies and applicable laws.

Required Competencies

To succeed in this role, candidates should demonstrate the following competencies:

  • Continuous Learning: Seeks feedback to enhance performance and pursues professional development opportunities.
  • Job Knowledge: Exhibits proficiency in required skills and knowledge, learns and applies new skills effectively.
  • Technology Proficiency: Adapts to new technologies and utilizes them to enhance productivity.
  • Attention to Detail: Demonstrates meticulousness in all tasks.
  • Problem Solving: Identifies and resolves issues promptly and effectively.
  • Customer Service: Manages challenging customer situations with professionalism.
  • Effective Communication: Clearly articulates ideas and listens actively.
  • Team Collaboration: Works cooperatively with others to achieve common goals.

Qualifications

To perform this role successfully, candidates must meet the following qualifications:

  • Bachelor's degree from an accredited institution; one to two years of relevant experience or training; or an equivalent combination of education and experience.
  • Strong language skills, including the ability to read and interpret documents, write routine reports, and communicate effectively.
  • Mathematical proficiency, including the ability to calculate figures and amounts such as discounts and percentages.
  • Reasoning ability to follow detailed instructions and address problems involving concrete variables.

Physical Demands

The physical demands for this position include regular communication, frequent sitting, and occasional standing and lifting of up to 25 pounds. Specific vision abilities required include close vision and depth perception.

Work Environment

The work environment is typically quiet, with reasonable accommodations available for individuals with disabilities.



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