Part Time - Client Service Rep I

Andover Bank•Jefferson, OH

5h•Onsite

About The Position

POSTION SUMMARY The Client Service Representative I is an entry level retail employee responsible for maintaining an accurate record of a cash drawer and understanding the basic functions of the banking center and customer service. Duties and responsibilities include the following: ESSENTIAL DUTIES AND RESPONSIBILITIES Regular onsite attendance Flexible to work at other locations as needed Ability to work well with others in a team environment Provides accurate, efficient and exceptional customer service to internal and external customers Maintains knowledge of bank regulations, security and compliance responsibilities, products, policies, procedures and meets deadlines Satisfactorily completes all training required for the position Profitability - The Client Service Representative I assists in the branch initiatives impacting the banking center’s profitability. Teller Window- Accountable for accuracy with cash, checks and customer transactions. Maintains a neat and orderly work area. Operations- Follows confidentiality guidelines and understands basic bank procedures. Sales- Accountable for own referrals. Products- Has a basic understanding of Andover Bank products and services. Goals- Achieves referral goals following Introductory period and helps with branch goals. Knowledge- Passes assigned tests and courses. Customer Service Fully understands Andover Bank’s service standards and must meet or exceed them. Career Path At a minimum, a Client Service Representative I should strive to understand and master the following to be considered for a Client Service Representative II in a 9-12 month time frame. The following are recommendations and may not include all considerations required. Vault back-up Basic customer account maintenance Assist with ATM Order checks Branch end of day procedures Satisfactory balancing records Meets or exceeds service standards Minimal to no errors on customer transactions Efficient customer transactions Contributes to the overall team goals. Other duties as assigned

Requirements

High school diploma or general education degree (GED) required
Ability to read and comprehend simple instructions, short correspondence and memos
Ability to write simple correspondence
Ability to effectively present information in one-on-one and small group situations to customers and other employees of the organization
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions
Ability to deal with problems involving a few concrete variables in standardized situations
Ability to perform basic computer skills and operate computer programs
Proficient in Microsoft Word and Excel
Customer service skills
Ability to perform each essential duty satisfactorily
Ability to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear
Ability to stand; walk; or climb; and stoop, kneel or crouch
Ability to lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus

Nice To Haves

Six months related sales or banking experience preferred.

Responsibilities

Maintaining an accurate record of a cash drawer
Understanding the basic functions of the banking center and customer service
Regular onsite attendance
Flexible to work at other locations as needed
Ability to work well with others in a team environment
Provides accurate, efficient and exceptional customer service to internal and external customers
Maintains knowledge of bank regulations, security and compliance responsibilities, products, policies, procedures and meets deadlines
Satisfactorily completes all training required for the position
Assists in the branch initiatives impacting the banking center’s profitability
Accountable for accuracy with cash, checks and customer transactions
Maintains a neat and orderly work area
Follows confidentiality guidelines and understands basic bank procedures
Accountable for own referrals
Has a basic understanding of Andover Bank products and services
Achieves referral goals following Introductory period and helps with branch goals
Passes assigned tests and courses
Fully understands Andover Bank’s service standards and must meet or exceed them
Vault back-up
Basic customer account maintenance
Assist with ATM
Order checks
Branch end of day procedures
Satisfactory balancing records
Meets or exceeds service standards
Minimal to no errors on customer transactions
Efficient customer transactions
Contributes to the overall team goals
Other duties as assigned