Customer Relationship Associate 1

Saco & Biddeford Savings Institution•Westbrook, ME

10d

About The Position

The Customer Relationship Associate performs duties as either a Customer Service Representative or a Teller, based on branch scheduling needs. In the Customer Service Representative capacity, the associate represents the Bank professionally, identifies products and services that meet customer needs, and maintains strong knowledge of consumer products and basic knowledge of business deposit products. In the Teller capacity, the associate provides a positive customer experience, processes transactions accurately, identifies customer needs, suggests Bank products and services, and refers customers to other Bank personnel when appropriate. The role serves customers, explains and supports deposit products and services, resolves questions and concerns, processes transactions, and follows applicable quality-control, security, confidentiality, regulatory, and Bank policies. Associates attend required meetings and training, assist other branch staff as needed, and may perform other duties or special assignments. Duties must be performed unaided or with reasonable accommodation, as determined by management.

Requirements

High school graduate or equivalent required.
Strong interpersonal, verbal and written communication, and organizational skills.
Ability to work harmoniously and effectively with others and contribute to Bank goals through teamwork.
Operational competency using Microsoft Office suite.
Ability to operate standard office equipment and working knowledge of Windows-based applications.
Attention to detail while working in a changing environment.
Good time-management skills, including planning and prioritizing work and completing goals and assignments on time.
Ability to read and see documents and computer screens, communicate in person and by telephone, and use a computer and other office equipment.
Dependability and compliance with punctuality and attendance standards.
Flexibility with varying schedules.

Nice To Haves

College, business, or banking professional training.
Experience as a Teller, Customer Service Associate, or in other equivalent customer-service work.
Ability to travel to all Bank locations.

Responsibilities

Provide professional, courteous, and efficient service to customers, including making eye contact and learning and using customers’ names.
Assist customers with opening accounts, explaining deposit products and services, updating information, answering questions, and resolving problems and concerns.
Provide complete and accurate information about consumer and business deposit products and services, including Individual Retirement Accounts, HSAs, and Electronic Banking Services.
Maintain knowledge of and comply with quality-control policies and procedures.
Act as a liaison between customers and other Bank departments to address customer issues, and refer customers to other personnel when appropriate.
Ensure customer services are implemented efficiently and satisfactorily in accordance with Bank policies and procedures.
Maintain knowledge of Bank deposit products and services through experience, education, and training.
Accept and accurately process Bank transactions.
Negotiate checks and place holds within established limits.
Balance the cash drawer at the end of each shift and report discrepancies to a supervisor.
Protect confidential information and comply with current federal and state banking regulations and Bank and branch policies and procedures.
Make appropriate referrals to business partners and suggest products based on customer needs.
Adhere to security procedures and prioritize work effectively.
Adapt to changing daily needs and accept new challenges.
Assist other branch staff as needed, attend required meetings and training, and perform other duties or special assignments as assigned.