Customer Service Representative

Charlesbridge • Dedham, MA • 1d ago

Description SUMMARY Under the general supervision Branch Manager,
performs a variety of customer service and related duties to meet sales
and service objectives and ensure the ongoing effectiveness of customer
service in conformance with established Bank policies, strategies, and
procedures. ESSENTIAL DUTIES AND RESPONSIBILITIES Greet customers of the
Bank cordially and professionally and provide efficient, effective, and
courteous customer service in person and via telephone. Perform a
variety of customer service duties. Open and close accounts and process
a wide variety of transactions. Process necessary paperwork. Respond to
customer inquiries. Understand, explain, and cross-sell products and
services of benefit to the customer such as checking and savings
accounts, certificate of deposit accounts, individual retirement
accounts (IRA), loan products, credit cards, debit cards, and digital
services. Maintain current knowledge of all Bank products and services.
May perform teller duties as required. Process all necessary
transactions and issue receipts accordingly. Answer customer inquiries;
investigate and correct errors, using Bank and customer records. Admit
customers to the safe deposit box vault area following Bank procedures.
Open and surrender safe deposit boxes as requested. Maintain current
knowledge of passbook loans and forward them to appropriate personnel
for underwriting and approval. Accept line of credit (CheckProtec)
applications and forward them to appropriate personnel for underwriting
and approval. Execute wire transfers of funds. Process credit card
applications. Assist customers with Official check and Teller\'s check
inquiries. Search for the status of a check. Obtain copies of cleared
checks. Place stop payments. Reissue checks. Assist customers with a
wide range of IRA transactions. Trustee Transfers, Direct Rollovers,
Rollovers. Process contributions and distributions. May occasionally
serve as back-up to Front Desk Coordinator. Maintain and encourage an
ongoing sales culture within the branch. Perform clerical duties
including, but not limited to, pending work and daily mail. Ability to
use Microsoft Word and Excel proficiently. Ability to write
professional, clear, concise correspondence to internal and external
recipients. Participate in the consolidation of daily teller work and
the balancing of the ATM. Acknowledge opportunities to generate
referrals to other areas of the bank including but not limited to the
Investment Center, Wealth & Asset Management (Plimoth Investment
Advisers - PIA), Residential & Commercial Lending, and Business Banking
Services. Exhibit excellent customer service and actively participate in
the Your Bank Rewards Referral Program. Attending sales, service, and
product training sessions regularly and actively participating in branch
meetings. Adhere to Bank\'s dress code policy. Participate in community
activities representing Dedham Savings. Perform all duties by prescribed
regulatory compliance guidelines. Ensure compliance with established
security procedures as well as cash handling procedures. Adhere to audit
and regulation policies and procedures and complete annual training on
all required regulations including but not limited to Regulation CC,
AML/BSA, and GLB/Privacy. Assist in ensuring the branch meets yearly
goals. Complete all internal Bank training as assigned and required.
Adhere to the Bank\'s privacy and data security policies including but
not limited to safeguarding of sensitive information and complying with
relevant regulations to protect non-public information. Exhibit the
ability and desire to embrace and enhance the Bank culture. Partial
description, click MORE INFORMATION to view full description.

Similar Jobs

Principal Technical Account Manager

EDB • Boston, MA • 5h ago

Management & Administrative

A Little About Us EDB provides a data and AI platform that enables organizations to harness the full power of Postgres for transactional, analytical, and AI workloads across any cloud, anywhere. EDB empowers enterprises...

5h ago

Go to Apply

Part Sales Manager - Full Time

AutoZone, Inc. • Halifax, MA • 6h ago

Management & Administrative

Job Description AutoZone's Store Management team drives store performance, fosters a productive team, and ensures exceptional customer service. Managers and MITs play a key leadership role, expected to Live The Pledge an...

6h ago

Go to Apply

Principal Materials Supply Chain Management

Oracle • Boston, MA • 8h ago

Management & Administrative

Job Description Oracle Cloud Infrastructure (OCI) is seeking a Senior Materials Supply Chain Management leader to lead materials planning, manufacturing coordination, and supply execution supporting OCI's global cloud in...

8h ago

Go to Apply

Mechancial Sourcing Manager, Robotics Supply Chain

Amazon • North Reading, MA • 8h ago

Management & Administrative

Description Are you inspired by invention? Is problem solving through teamwork in your DNA? Do you like the idea of seeing how your work impacts the bigger picture? Answer yes to any of these and you'll fit right in here...

8h ago

Go to Apply

Mechancial Sourcing Manager, Robotics Supply Chain

Amazon • North Reading, MA • 8h ago

Management & Administrative

8h ago

Go to Apply

Program Manager, Logistics Operations

Cardinal Health • Boston, MA • 9h ago

Management & Administrative

This role, specifically referred to as a Program Optimization Lead, is responsible for managing the OptiFreight Logistics program for up to two health systems - focusing on supplier compliance, program utilization, train...

9h ago

Go to Apply

Manager Operations

Lumen • Boston, MA • 9h ago

Management & Administrative

Lumen is the trusted network for the AI-powered world, connecting people, data, and applications through our expansive fiber network and connected ecosystem. We enable secure, high-performance connectivity across cloud,...

9h ago

Go to Apply

Group Administrative Assistant

MIT Lincoln Laboratory • Lexington, MA • 11h ago

Management & Administrative

The Homeland Sensors and Analytics Group builds technology to counter threats to our critical infrastructure, land and maritime borders, transportation systems, and public places, and to enable US forces to disrupt trans...

11h ago

Go to Apply

Armed Security Officer State Facility

Allied Universal • Chelsea, MA • 12h ago

Management & Administrative

Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you wil...

12h ago

Go to Apply

Account Manager

Norstella • Boston, MA • 12h ago

Management & Administrative

Account Manager Company: Evaluate Location: Remote, United States Date Posted: Jul 16, 2026 Employment Type: Full Time Job ID: R-2054 Description About Norstella: Norstella is a premier and critical global life sciences...

12h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)