Part Time Customer Service Associate I

Baycoast Bank•Fall River, MA

7d•Onsite

About The Position

Under the direction of the Branch Manager, Assistant Branch Manager and Customer Service Supervisor, the Customer Service Associate is at the forefront of customer interactions as part of a branch-based team that provides high quality service that earns the long-term loyalty of our customers. Leverages communication skills and banking knowledge to engage with customers. Understand customers’ needs, which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Identifies relationship development opportunities and refers customers to appropriate personnel. Demonstrates a willingness to do more than is required or expected by embracing the Bank’s mission statement and core values, which will improve results and morale as well as create new opportunities. NOTE: This position can be a Float CSA which has same requirements but functions under the direction of a Regional Manager supporting various locations as needed.

Requirements

Experience in handling cash.
Positive, courteous, and helpful attitude.
Personal transportation required for security purposes.

Nice To Haves

Bilingual: Spanish/Portuguese a plus

Responsibilities

Consistently provides quality service in a professional manner:
Be the face of BayCoast Bank, presenting a professional, friendly, and helpful appearance with every interaction
Adherence to customer service standards
Effectively engages with customer inquiries in a courteous and efficient manner
Accurately processes various customer transactions.
Leverage problem-solving and strong communication skills to resolve customer issues
Embraces the Bank’s commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Bank Financial Services, Plimoth Investment Advisors, Teamwork Funding, Priority Funding, and BayCoast Mortgage.
Behavior and performance align with the guiding principles and purpose that define the organization’s mission (To provide exceptional service and solutions for our community), and core values (Take pride in what I do; Believe that what I do is important; Care about people; Have a positive attitude).
Use Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition.
Strives to meet and exceed personal and branch goals:
Knows features and benefits of BayCoast Bank products
Evaluating customers’ needs
Effectively recognizes relationship development opportunities and refers customers to appropriate personnel
Enthusiastically participates in and supports relationship development meetings and campaigns
Seeks and promotes Merchant Services and Elan credit card products to customers
Maintains a high degree of accuracy, organization, and productivity in conducting customer transactions:
Consistently produces the expected volume of teller transactions while maintaining teller difference limits
Prepare documents completely and accurately
Processes documents correctly and promptly
Quickly responds to internal inquiries
Places stop payments on accounts and official checks, as requested
Directly sells money orders and bank checks
Balances daily work at end of day, assists in adding up all documents for end of day branch proof, changes ribbons and calculator rolls on equipment, images/scan checks and bonds
Proves and processes night deposit and subject to verification bags
Processes bond redemptions
Assists in the proofing of the ATM machine
Assists in the Safe Deposit Box functions
Utilizes Currency Exchange International (CXI) to order and deposit foreign currency as needed
Maintains a neat, organized work area
Consistently adheres to bank policies and procedures regarding branch operations, security and
Participates as a “team player” to accomplish branch tasks.
Adhere to Bank's confidentiality policy and the safeguarding of customer information.
Enthusiastically participates in bank-sponsored training programs, campaigns, and contests as scheduled.
Cross-trained to support other departments such as ITM, Loan Servicing, Deposit Operations.
Is encouraged to participate in community events and organizations
Attends all required trainings/meetings as assigned or scheduled.
Performs additional duties as requested.