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Customer Service Representative

2 months ago

Aurora, Colorado, United States Berkshire Bank Full time

Job Summary

We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Berkshire Bank. As a key member of our Retail Banking division, you will be responsible for providing exceptional customer service and promoting our products and services to customers.

Key Responsibilities

  • Client Service - 50%
    • Handle complex client issues while executing excellent customer service principles.
    • Excel at client service skills at all times to promote a positive brand image for Bank through face-to-face communication and telephone etiquette.
    • Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business.
    • Explain Bank policy and procedures to customers.
    • Assist clients with digital engagement and satisfaction.
    • Cross-sell and refer non-traditional Bank products e.g., insurance & investments to meet established goals.
  • Transaction Duties - 50%
    • Identify opportunities when processing transactions to meet clients' needs and refer opportunities to bankers.
    • Execute an extensive variety of customer transactions in accordance with Bank policy and procedures.
    • Maintain working knowledge of all products offered by the Bank and corresponding policies and procedures.
    • Maintain working knowledge of all banking regulations.
    • Handle large amounts of cash in an organized, timely and accurate fashion.
    • Balance own cash drawer daily within the prescribed balancing guidelines.
    • Act as significant deterrent of robbery and fraud loss to Bank by following procedures and regulations and knowing the customer.
    • Assist in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments.
    • May assist with branch capture of transaction work and cash letter reports as needed.
    • Provide back up and support to Branch Supervisor tasks as needed.
  • Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties.

Requirements

  • High school diploma or equivalent.
  • Prior transaction or teller experience preferred.
  • Prior customer service experience preferred.
  • Cash handling experience.

Skills & Knowledge

  • Customer service skills.
  • Communication skills.
  • Basic computer skills.
  • Interpersonal skills.