Customer Relationship Associate 1 - Saco

About the role

This position performs duties of a Customer Service Representative or a Teller, based upon Branch scheduling needs.

When acting as a Customer Service Representative, you are responsible for presenting yourself as a banking professional, identifying which products and services best serve each customer’s needs in a genuine manner. You must possess a strong knowledge of the bank’s consumer products and a basic knowledge of business deposit products.

When acting as a Teller, you interact with most bank customers, reflecting the bank’s core values to ensure a positive banking experience. You are responsible for accurately processing transactions, identifying customer needs, suggesting bank products and services, or referring customers to other bank personnel.

Responsibilities

• Provides professional, courteous, and efficient service to all customers, making eye contact and using the customer’s name.
• Assists customers in opening accounts, explaining deposit products and services, updating customer information, answering questions, and resolving problems.
• Provides complete and accurate information regarding all consumer and business deposit products and services, including IRAs, HSAs, and Electronic Banking Services.
• Maintains thorough knowledge of and complies with all quality control policies and procedures.
• Functions as a liaison between the customer and other bank departments to address customer issues; refers customers to appropriate personnel.
• Ensures efficient and satisfactory implementation of customer services in keeping with bank policies and procedures.
• Maintains strong knowledge of the bank’s deposit products and services through experience, education, and training.
• Accurately processes all bank transactions, negotiates checks, and places holds within established limits.
• Balances cash drawer at the end of shift and reports discrepancies to the supervisor.
• Exhibits strong commitment to confidentiality and complies with federal and state banking regulations, as well as bank policies and procedures.
• Performs other duties or special assignments as required, assists branch staff as needed, and attends required meetings and training.
• Makes appropriate referrals to business partners and product suggestions based on customer needs.
• Adheres to all security procedures, effectively prioritizes work, and adapts to change.

Requirements

• High school graduate or equivalent required; college, business, or banking professional training helpful.
• Experience as a Teller, Customer Service Associate, or equivalent customer service experience beneficial.
• Strong interpersonal, verbal, and written communication skills; ability to interact harmoniously and effectively with others.
• Operational competency using Microsoft Office suite and Windows-based applications.
• Ability to operate standard office equipment and read/see documents and computer screens.
• Detail-oriented, good time management skills, and ability to plan and prioritize work in a changing environment.
• Dependable, punctual, and conforms to attendance standards; flexibility with varying schedules.
• Ability to stand for extended periods, lift one to ten pounds frequently, and up to 35 pounds occasionally.
• Extensive use of computers and office equipment requiring dexterity and coordination.
• Ability to travel to all bank locations preferred.