Customer Service Assoc. - Part-time Adel, IA

Lincoln Savings Bank•Adel, IA

About The Position

Provides customer service for all clients of Lincoln Savings Bank (LSB). Customer Service Associates (CSA) balance their teller drawer daily, which includes cash handling, periodic batching of deposits and cashed checks. CSAs also handle administrative tasks such as processing client requests, account document review, answering/directing phone calls and ordering of branch supplies. Processes customer transactions with accuracy and professionalism, while keeping a high level of customer service. Answers and routes telephone calls, takes messages, provides information and directs calls to appropriate staff. Responds to client inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and consumer privacy policies. Refer clients for additional retail and bank services. Balances teller drawer, vault, coin machine and ATM. Bundles and scans appropriate work through the Branch Capture System. Acts in accordance with all LSB regulatory policies and procedures. Represents Lincoln Savings Bank in a positive light in all professional duties. Participates in civic, community, and networking events to cultivate productive relationships for Lincoln Savings Bank. Performs other duties and responsibilities as defined by management.

Requirements

Excellent communication skills
Positive, customer-focused mindset
Ability to multi-task while still meeting deadlines
High school diploma or equivalent
Prior customer service and retail experience
Proficient in Microsoft Office (Outlook, Word, Excel)

Responsibilities

Provides customer service for all clients
Balances teller drawer daily, which includes cash handling, periodic batching of deposits and cashed checks
Handle administrative tasks such as processing client requests, account document review, answering/directing phone calls and ordering of branch supplies
Processes customer transactions with accuracy and professionalism
Answers and routes telephone calls, takes messages, provides information and directs calls to appropriate staff
Responds to client inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and consumer privacy policies
Refer clients for additional retail and bank services
Balances teller drawer, vault, coin machine and ATM
Bundles and scans appropriate work through the Branch Capture System
Acts in accordance with all LSB regulatory policies and procedures
Represents Lincoln Savings Bank in a positive light in all professional duties
Participates in civic, community, and networking events to cultivate productive relationships for Lincoln Savings Bank
Performs other duties and responsibilities as defined by management