Customer Service Representative (PT)

Charlesbridge • Dedham, MA • 1d ago

Customer Service Representative (Part-time) 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. This is part-time
position requiring 25-30 hours per week. 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\' 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.

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