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Dacotah Bank · 3 weeks ago

Customer Service Representative Lead

Fargo, ND

Full-time

Onsite

Entry, Mid Level

2+ years exp

Dacotah Bank is a family-friendly community bank committed to building trusted relationships with its customers. As a Customer Service Representative Lead, you will assist customers with banking transactions, provide support and leadership to the Retail team, and ensure exceptional customer service.

BankingFinancial ServicesInsuranceWealth Management

Growth Opportunities

Responsibilities

Assist with scheduling and supervision of the Customer Service Representative team, to include providing coaching and feedback, facilitating training, and hosting morning huddles while modeling the behaviors consistent with our overall expectations

Greeting all customers promptly, demonstrating our Customer Experience behaviors, maintaining confidentiality, and processing customer requests accurately and efficiently

Utilize our Customer Relationship Management tool, coupled with our philosophy of looking for additional opportunities and recommending the right products and services, to the right customers, at the right time, that will ultimately enhance our customers experience at the Bank. This would include but not be limited to making our customers money, saving them money, reducing their risk, and making their banking experience more convenient

Perform all duties related to this responsibility, including but not limited to accepting deposits, verifying cash and endorsements, cashing checks, processing credit card advances, issuing cashier’s checks and prepaid cards, accepting loan payments and safe deposit box rental payments, admitting customers to safe deposit boxes, identifying and assisting with fraudulent transactions, assisting customers with account inquiries, and cash drawer balancing

Perform all activities related to the opening or closing of all deposit accounts offered by Dacotah Bank, including consumer accounts, business accounts, retirement accounts, estate accounts, funeral trusts, safety deposit boxes, etc

Maintain excellent customer relations and effectively recommends other Bank products and services. Able to effectively ask the right questions and recognize opportunities that may lead to referrals across other lines of business, ensuring positive and profitable relationships exist between the Bank and its customers

Maintain education and professional expertise on bank products and services, in addition to completing required quarterly training on banking policies, procedures, and regulations

Participates in Quarterly Retail Goal discussions and prioritizes growth and development in performance related to key performance indicators

Support co-workers with needs and/or customer inquiries or problems

Actively participate in the community

Perform other duties as assigned

Qualification

Customer ServiceBanking ExperienceLeadershipCash HandlingCommunicationHighly OrganizedConflict ResolutionDecision MakingMaintain ConfidentialityDetail OrientedTeam PlayerSelf-Starter

Required

Must have excellent interpersonal skills; able to communicate in person, over the phone and through electronic correspondence

Cash handling, customer service, sales, and/or banking experience is preferred

A commitment to professional and ethical behavior

Self-motivated, with an aptitude and willingness to learn various software applications relevant to this position

Detail-oriented; thorough, with an emphasis on accuracy

Must be 18 years of age or older

High school diploma/GED required

2 - 4 years: Bank Retail Lending, Sales, Customer Service, Management Experience

Maintain Confidentiality

Highly Organized

Decision Making

Customer Service

Communication

Conflict Resolution

Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Team Player: Works well as a member of a group

Dedicated: Devoted to a task or purpose with loyalty or integrity

Leader: Inspires teammates to follow them

Self-Starter: Inspired to perform without outside help

Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Preferred

Associates or better in Business or related field

Benefits

Health Insurance – Dacotah Bank pays 100% of the premium for individual or family coverage

Dental Insurance – Dacotah Bank pays 100% of the premium for individual or family coverage

Generous paid vacation and sick time + 11 paid Holidays

401(K) – dollar for dollar match up to 3% of compensation + annual retirement contribution eligibility

Annual wellness reimbursement program

Annual Dacotah Gear allowance

Birthday day off

Additional perks and benefits

Company

Dacotah Bank

As a state-chartered bank, Dacotah Bank provides banking, insurance, mortgage, and trust services to customers who enjoy existing financial relationships with us.

Founded in 1963

Aberdeen, South Dakota, USA

501-1000 employees