Client Service Representative

Androscoggin Bank • Lisbon, ME

8d • $21 - $22 • Onsite

About The Position

The Client Service Representative works at the Lisbon Falls branch, interacting with clients and helping them meet their banking and financial needs. As a representative of the bank, this person provides exceptional customer service to clients visiting the branch. After completing training, the representative performs teller functions, opens checking and savings accounts and services, and handles moderately complex transactions professionally and accurately. The role involves understanding clients’ financial needs, providing solutions-based service, building strong client relationships, and identifying needs for services such as mortgages, commercial loans, and investments before referring clients to the appropriate specialists.

The position requires a customer-service-oriented, sales-minded employee who handles cash and procedures accurately, communicates professionally with business and individual clients, and works well with coworkers. Banking experience is not required; experienced candidates may be considered for advanced placement in a higher-level role.

Requirements

• High school diploma or GED.
• At least 1 year of experience in a customer service role.
• Proven communication and interpersonal skills.
• Ability to perform detail-oriented work with a high degree of accuracy.
• Ability to handle multiple priorities and tasks.
• Proficient computer skills and ability to learn teller processing software.
• Desire and ability to learn a range of products and services and explain their features and benefits thoroughly.
• Ability to identify customer needs, recommend applicable products and services, and close the sale.

Responsibilities

• Receive checks and cash for deposit into savings and checking accounts; verify deposit amounts, examine checks for endorsement and negotiability, and record transactions using an online teller terminal.
• Process mortgage and installment loan payments accurately, ensuring payments match the amount due and collecting applicable late charges.
• Cash checks and disburse funds from savings and checking accounts after verifying signatures and account balances; inspect checks, bonds, money orders, and savings withdrawals for negotiability.
• Use the Client Relationship Management System to document client interactions, calls, incidents, and activities.
• Develop skills to open checking and savings accounts, control vault cash, process ATM transactions, use and process transactions with a TCR, process check reorders, open safe deposit boxes, provide cash advances, and sell and log bank checks and money orders.
• Understand clients’ financial needs and provide personalized, solutions-based service.
• Identify client needs for other financial services, including mortgages, commercial loans, and investment services, and refer clients to appropriate banking specialists.
• Recommend applicable products and services, explain their features and benefits, and close sales.

Benefits

• Generous paid time off plan.
• Paid holidays.
• Paid volunteer time.
• 401(k) participation with an employer match, including employer contributions regardless of employee contributions.
• Medical, dental, vision, life, and disability insurance.
• Six weeks of fully paid parental leave for new parents.
• Tuition and education reimbursement.
• Career paths for interested employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED