What are the responsibilities and job description for the CSR/Operations position at Bank North?
JOB SUMMARY
Primary customer contact position responsible for the professional delivery of services and support by performing transactions, solving problems and providing product and other banking information. In addition, this position performs a variety of operational functions in order to complete transactions and maintain balanced applications. 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 transactions for lobby and telephone customers in a timely, efficient, accurate and courteous manner
- Open new personal and business accounts, explaining deposit products and services available
- Maintain balanced cash drawer and appropriate cash limits
- Provide customers with a variety of account related assistance
- Perform a wide range of reconciling functions to ensure applications and accounts are in balance with the general ledger
- Promptly and accurately completes required account maintenance
- Ensure internal and external audit findings are reviewed and resolved and necessary changes are implemented
- Promote electronic services to customers while transacting business and opening new accounts
- Uphold confidentiality of customer conversations, information and proprietary bank information
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
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.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They do not include all aspects of the position such as the potential additional duties assigned by the Supervisor, or the requirement for flexibility in helping others.
The job description is not intended as a contract of employment and does not constitute one. All employment with BankNorth is “at will” unless the employee has a written contract of employment.