POSITION TITLE: Part Time Customer Service Associate (10-20 Hours Per Week)
LOCATION: Casco Branch
REPORTS TO: Retail Sales Office Manager
POSITION SUMMARY: Services the needs of the customers by greeting them appropriately, processing their transactions promptly and accurately, recognizing sales opportunities and referring business accordingly and thanking each customer by name.
Principal Responsibilities and Duties:
1. Processes Teller Transaction
A. Cashes customer checks.
B. Handles savings and checking deposits, withdrawals and transfers.
C. Process customer loan payments, utility payments and cash advance requests.
D. Issues personal money orders and cashiers checks.
E. Quotes values and redeems savings bonds.
F. Balances and verify cash drawer.
G. Wrap coin and currency.
H. Assists with processing daily Imaging.
I. Maintains branch ATM machine (if applicable to branch).
J. Orders and sells postage stamps (if applicable).
K. Vault teller duties (of applicable).
L. Order checks and tickets for customer through internal and external vendors.
M. Identify and report potential fradulant customer activity.
N. Follow appropriate bank policies and procedures when completing transactions, placing holds when necessary.
2. Cross Sells Bank Services
A. Promotes and sells all accounts of the Bank including all retail, deposit, loan and investment services.
B. Answers customer inquiries in regards to new and existing accounts.
C. Refers interested customers to appropriate departments.
D. Attends teller training and team sales meetings.
3. Acts as a Receptionist
A. Answers incoming telephone calls and transfer to appropriate person.
B. Greets customers, answer inquiries and direct them to the appropriate individual.
Additional Duties and Responsibilites:
1. Keeps abreast of key economic data and regulatory changes which may impact the financial performance of the Bank.
2. Maintains up-to-date job knowledge through professional reading and affiliation with appropriate industry organizations.
3. Performs other duties as may be necessary to fulfill the responsibilities of this position.
Work Relationships and Scope: Reports to the Customer Service Supervisor. Must maintain highly professional relationships with both internal and external customers. Has access to highly confidential customer financial and general Bank information. Is responsible for making any recommendations to supervisor concerning possible methods to improve department. Maintain deposit relationship with deposit and electronic support.
Measures of Performance: Accuracy, efficiency, productivity, reliability, friendliness and timeliness of services provided to customers and co-workers; ability to gain the trust and respect of other managers and employees; accessible and responsive to the needs and concerns of management and employees; informing and marketing of additional Bank services through cross-selling; professional demeanor portraying a proper image of the Bank; maintain confidentiality of Bank, personnel, and customer information; participation in training and appropriate professional developments, maintenance of appropriate attendance record and punctuality; understanding of and adherence to Banking regulations and policies and procedures; professional work place appearance and conduct.
Knowlege, Skills, and Abilities Required: Cash handling skills and previous customer service skills desired. Strong people skills required. Must be detail oriented, organized and able to handle multiple tasks. Able to handle confidential information and positively represent the company.
Working Conditions: Work is performed in an office environment. Position requires frequent travel to all bank locations to provide coverage in the teller line. Position requires prolonged standing, occasional light lifting and moving of department materials and equipment. Saturday rotation at a designated branch location.
This job description describes the general nature and level of work performed by employee assigned to this position. It does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested by the supervisor. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability.
I acknowledge that this job description is neither an employment contract nor a legal document. I have received, read, and understand the expectations for the successful performance of this job.
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Print and fill out application and mail to:
Bank of Luxemburg
P.O. Box 440
Luxemburg, WI 54217