Customer Service Representative
To be responsible for providing a high quality of customer service in a broad variety of activities. Will be called on to work in both the teller and customer service areas, according to needs. Responsible for presenting full array of Amalgamated Bank's products to existing and potential customers at the branch and at off-site events. Support branch management in achievement of branch performance metrics. Customer service duties include: Perform all aspects of opening and maintaining a variety of accounts in accordance with bank policy and procedure, including but not limited to the bank's CIP and customer service policies Proactively present and cross sell bank products, through probing questions and offer appropriate products and services based on customer responses Perform all functions to open and maintain new and existing accounts Actively promote the bank and its products and services. This will include setting up a table outside the branch and handing out information when necessary Participate in off-site sales calls, branch networking, community and CRA activities Responsibilities behind teller line include: Perform all RBR duties such as stop payment orders, accept payment for rental of safe deposit boxes, process deposits / withdrawals, cash checks etc Assist other RBR's in balancing daily transactions, verifying tickets and daily balancing of the teller area. Assist RBR's with complex work related matters (i.e. check cashing.) Research and investigate customer claims in archive area, in matters relating to missing deposits, missing checks, original ATM envelopes, etc., to help resolve issues for customers in a timely manner Perform RBR functions as assigned. Review and verify all previous days' work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts Approve checks (up to authorized limit) using knowledge of account history and account information on file General responsibilities include: Assist officers in performing various branch functions and branch reports, as requested Render priority services to customers in need of special handling Perform various related clerical duties as directed Knowledge and use of the bank's Redi system to keep current with updates to policy and procedures Knowledge, skills, and experience requirements include: High school diploma or equivalent Minimum of two (2) years teller experience required or successfully completing the teller training course in lieu of teller experience Strong interpersonal and communication skills to build rapport with prospective and existing customers Must be flexible to work and/or transfer throughout the network, on an as needed basis Detailed knowledge of banking procedures, regulations and all branch related functions and terminal systems
To be responsible for providing a high quality of customer service in a broad variety of activities. Will be called on to work in both the teller and customer service areas, according to needs. Responsible for presenting full array of Amalgamated Bank's products to existing and potential customers at the branch and at off-site events. Support branch management in achievement of branch performance metrics. Customer service duties include: Perform all aspects of opening and maintaining a variety of accounts in accordance with bank policy and procedure, including but not limited to the bank's CIP and customer service policies Proactively present and cross sell bank products, through probing questions and offer appropriate products and services based on customer responses Perform all functions to open and maintain new and existing accounts Actively promote the bank and its products and services. This will include setting up a table outside the branch and handing out information when necessary Participate in off-site sales calls, branch networking, community and CRA activities Responsibilities behind teller line include: Perform all RBR duties such as stop payment orders, accept payment for rental of safe deposit boxes, process deposits / withdrawals, cash checks etc Assist other RBR's in balancing daily transactions, verifying tickets and daily balancing of the teller area. Assist RBR's with complex work related matters (i.e. check cashing.) Research and investigate customer claims in archive area, in matters relating to missing deposits, missing checks, original ATM envelopes, etc., to help resolve issues for customers in a timely manner Perform RBR functions as assigned. Review and verify all previous days' work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts Approve checks (up to authorized limit) using knowledge of account history and account information on file General responsibilities include: Assist officers in performing various branch functions and branch reports, as requested Render priority services to customers in need of special handling Perform various related clerical duties as directed Knowledge and use of the bank's Redi system to keep current with updates to policy and procedures Knowledge, skills, and experience requirements include: High school diploma or equivalent Minimum of two (2) years teller experience required or successfully completing the teller training course in lieu of teller experience Strong interpersonal and communication skills to build rapport with prospective and existing customers Must be flexible to work and/or transfer throughout the network, on an as needed basis Detailed knowledge of banking procedures, regulations and all branch related functions and terminal systems