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Part Time Customer Service Associate I

POSITION OBJECTIVE
 
Responsible for processing transactions accurately and efficiently in accordance with established policies and procedures. Serve as the face of ISB by exceeding service expectations, while identifying customer needs and appropriately referring bank products and services in accordance to those needs. Serves as a senior teller by performing more advanced transactions and training other tellers, as needed. Depending upon the branch, may serve in a dual role capacity as a Personal Banker in opening new accounts and performing all platform related functions, as needed.
 
RESPONSIBILITIES
  • Processes customer transactions according to the Bank's policies and procedures.
  • Ensure regulatory requirements, such as Anti Money Laundering and Bank Secrecy Act are adhered to.
  • Build customer loyalty through courteous, professional service according to the Banks' established Sales and Service Standards.
  • Maintain knowledge of all Bank products and services to effectively promote the Bank to customers
  • Profile customers and open new accounts, as needed.
  • Identify customer needs and make appropriate referral of products and services while executing a smooth transition of customer to platform personnel or open
  • Consistently utilize 360 View CRM to log and manage the customer complaint process, customer inquiry process and referral leads to and from other business units throughout the Bank
  • Completes daily proof, investigates, resolves and reports out of balance conditions to supervisor.
  • Services and proves the ATM.
  • Assists with vault and shipment control as needed.
  • Prepares CTR form on appropriate transactions.
  • Updates bank check and money order issued logs and maintains inventory.
  • Scans checks and maintains daily capture log.
  • Trains and supports new tellers.
  • Demonstrate ISB Core Values in all actions
  • Performs other duties as may be assigned.

 


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