CSR I

Description

JOB SUMMARY

Empowered to serve customers and exceed their expectations through service delivery excellence. This position is the primary customer contact responsible for the professional delivery of services and support by performing transactions, solving problems and providing product and other banking information. Follows established bank policies and procedures for this area. This position requires a high degree of integrity, trust and confidentiality.

DUTIES AND RESPONSIBILITIES

Primary

• Process a wide range of teller transactions for lobby, drive-up, and telephone customers in a timely, efficient, accurate and courteous manner 
• Maintain balanced cash drawer and appropriate cash limits 
• Provide customers with a variety of account related assistance 
• Promote and explain products and services offered by BankNorth to all customer  
• High ability to remain flexible and multi-task with shifting priorities on a daily basis
• Uphold confidentiality of customer conversations, information and proprietary bank information
• Open new consumer accounts, explaining deposit products and services available 
• Open new consumer and non-consumer accounts, explaining deposit products and services available 
• Opens and handles complex questions and transactions related to IRA accounts 
• Review and maintain customer information changes for all account types 
• Ensure internal and external audit findings are reviewed and resolved and necessary changes are implemented

Secondary

• Knowledge of the various products, services and delivery systems
• Deliver consistent, superior customer service in accordance with BankNorth standards
• Take ownership of customers by responding to inquiries and requests or directing them to the appropriate resources
• Provide support and service to co-workers to maintain and enhance customer service 
• Professionally represent BankNorth in community affairs and civic organizations

Additional

• Follow established opening and closing procedures
• Participate in training and bank meetings as related to position

Requirements

SKILL REQUIREMENTS

• Must exercise accuracy, alertness, good judgment, courtesy, tact, patience and professionalism.  
• Must be able to speak effectively, actively listen and express thoughts in a clear, thorough manner. 
• Must be able to effectively share and explain pertinent information with bank employees.  
• Must be willing to collaborate and cooperate with others in the organization and possess effective working relationships with co-workers.
• Must be able to demonstrate work stability, be self-sufficient and self-motivating with satisfactory attendance/punctuality and an ability to be flexible in work schedule.
• Must possess a High School diploma or equivalent along with basic math proficiency.
• Cash handling experience preferred

PHYSICAL DEMANDS

While performing the duties of this job, the employee is required to communicate effectively with others, stand and use hands to finger and handle keyboard, telephone, paper, files, and other equipment and objects. The employee is frequently required to walk, sit and to reach with hands and arms. The employee must occasionally lift and/or move up to 40 pounds. This position requires the ability to review detailed documents and read computer screens.

WORK ENVIRONMENT

The work environment requires appropriate interaction with others. The noise level in the work environment is usually quiet.