POSITION TITLE: Part Time Customer Service Associate
LOCATION: Sturgeon Bay Office
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 (if 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.
Education and Experience Requirements:
Business Contacts: Is responsible to make recommendations to supervisor concerning possible methods to improve department. Stay current through education on compliance and internal procedures.
Specific Skills 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.
Competencies: Customer focus, approchability, organizing, technical skills, trust and respect, selling, and listening.
System Accesses: Outlook, Bankway, ADP, ImageCentre
Equipment Used: Office equipment which includes computer, multi-line phone system, copier, adding machine, currency counter, coin counter, coin wrapper and imaging scanner.
Working Conditions: Work is performed in an office environment. Position requires prolonged standing, occasional light lifting and moving of department materials and equipment. Saturday rotation at designated branch location.
This job description describes the general nature and level of work performed by the employee assigned to this position. Responsibilities and duties describe those functions considered essential to the performance of the job. This description 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 their supervisor. All requirements are subject to change over time, at the discretion of your supervisor, and to possible modification to reasonably accommodate individuals with a disability.
I have read and understand all of the above job description. I have reviewed these duties for which I am responsible with my supervisor. I understand that this document does not create an employment contract between myself and the Company. I understand that I may terminate my employment relationship with the Company at any time and the Company maintains a similar right.
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Print and fill out application and mail to:
Bank of Luxemburg
P.O. Box 440
Luxemburg, WI 54217