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BayCoast Bank · 2 days ago

PART TIME CUSTOMER SERVICE ASSOCIATE I

Berkley Branch, Berkley, MA, US

Full-time, Part-time

Onsite

New Grad, Entry Level

$29K/yr - $37K/yr

BayCoast Bank is a community banking institution seeking a Customer Service Associate to enhance customer interactions and provide high-quality service. The role involves engaging with customers to understand their needs, resolve issues, and promote financial solutions while adhering to the bank's mission and values.

BankingFinanceFinancial ServicesVenture Capital

Responsibilities

Consistently provides quality service in a professional manner:

Be the face of BayCoast Bank, presenting a professional, friendly, and helpful appearance with every interaction

Adherence to customer service standards

Effectively engages with customer inquiries in a courteous and efficient manner

Accurately processes various customer transactions

Leverage problem-solving and strong communication skills to resolve customer issues

Embraces the Bank’s commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Bank Financial Services, Plimoth Investment Advisors, Teamwork Funding, Priority Funding, and BayCoast Mortgage

Behavior and performance align with the guiding principles and purpose that define the organization’s mission (To provide exceptional service and solutions for our community), and core values (Take pride in what I do; Believe that what I do is important; Care about people; Have a positive attitude)

Use Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition

Strives to meet and exceed personal and branch goals:

Knows features and benefits of BayCoast Bank products

Evaluating customers’ needs

Effectively recognizes relationship development opportunities and refers customers to appropriate personnel

Enthusiastically participates in and supports relationship development meetings and campaigns

Seeks and promotes Merchant Services and Elan credit card products to customers

Maintains a high degree of accuracy, organization, and productivity in conducting customer transactions:

Consistently produces the expected volume of teller transactions while maintaining teller difference limits

Prepare documents completely and accurately

Processes documents correctly and promptly

Quickly responds to internal inquiries

Places stop payments on accounts and official checks, as requested

Directly sells money orders and bank checks

Balances daily work at end of day, assists in adding up all documents for end of day branch proof, changes ribbons and calculator rolls on equipment, images/scan checks and bonds

Proves and processes night deposit and subject to verification bags

Processes bond redemptions

Assists in the proofing of the ATM machine

Assists in the Safe Deposit Box functions

Utilizes Currency Exchange International (CXI) to order and deposit foreign currency as needed

Maintains a neat, organized work area

Consistently adheres to bank policies and procedures regarding branch operations, security and

Employment practices

Participates as a “team player” to accomplish branch tasks

Adhere to Bank's confidentiality policy and the safeguarding of customer information

Enthusiastically participates in bank-sponsored training programs, campaigns, and contests as scheduled

Cross-trained to support other departments such as ITM, Loan Servicing, Deposit Operations