Customer Service Assistant I (CSA)

Department:     Branch Administration

Reports to:       Branch Manager/Assistant Branch Manager

Supervises:      None

Status:              Full-Time / Non-exempt / Onsite only

Level:               Level 5

Must already be authorized to work in the United States.  Relocation is not provided.

Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate.

Summary for the Customer Service Assistant I (CSA):

• Perform a variety of teller and customer service duties as needed.  
• Highly proficient in the processing of teller transactions, and able to complete basic customer service-related tasks such as opening routine checking, savings and certificate of deposit accounts, processing account maintenance, etc.  
• Work within established guidelines, policies and procedures, the CSA will sell and service all deposit accounts, handle various customer inquiries and provide prompt problem resolution. 
• Strong knowledge of the Bank’s various deposit and electronic banking products and services is required.  
• Use needs-based sales techniques, uncovers referral opportunities and recommends appropriate products and service to meet customers’ needs.

Job Requirements for the Customer Service Assistant I (CSA):          

• Minimum of one year of teller or customer service banking experience in a branch or call center environment.
• Strong sales, service, interpersonal and communication skills.
• Interact well with others and enjoys working with a variety of people in a team environment.
• Strong organizational, technical and computer skills.
• Adapt well to change and is able to effectively multi task.
• Strong knowledge of teller and customer service processes, policies, guidelines and procedures.
• Satisfactory product knowledge of banking products and service with ability for further development.

Specific Job Functions for the Customer Service Assistant I (CSA):   

• Highly proficient in the processing of various teller transactions and routine customer service related tasks and functions.
• Able to identify cross sell opportunities and respond to various customers’ inquiries to recommend appropriate products or solutions to meet their needs.
• Able to open basic deposit accounts, assist with electronic banking inquiries, services and functionality, complete account maintenance and make referrals to other lines of business, etc.
• Maintain and balance a cash drawer accurately and efficiently.
• Provide a high level of service to customers, coworkers and team members.
• Understand and follow various policies, guidelines and procedures including security, compliance and operations.
• Participate in on-going job related training programs including but not limited to sales, service, compliance and product knowledge.
• May float to another local branch to cover staffing if needed.
• Perform additional duties as required.

This Job Description for the Customer Service Assistant I (CSA) describes the essential functions and qualifications of the job described.  It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job.  This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability.  This is not a contract.

Your signature indicates that you have read this Job Description and understand the essential functions and qualifications for the job.