Customer Relationship Associate - Saco Office jobs in United States
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Saco & Biddeford Savings Institution · 6 days ago

Customer Relationship Associate - Saco Office

Saco & Biddeford Savings Institution is seeking a Customer Relationship Associate to provide professional and courteous service to customers. The role involves acting as a Customer Service Representative or Teller, ensuring customer needs are met and maintaining a commitment to excellence and integrity in all interactions.

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Responsibilities

Provide professional, courteous, and efficient service to all customers
Assist customers in a variety of ways, including but not limited to; opening accounts, clearly explaining the range of the institution’s deposit products and services, updating customer information, answering questions, resolving problems, and addressing concerns in a way that prioritizes their best interests
Provide customers with complete and accurate information regarding all consumer and business deposit products and services, including Individual Retirement Accounts, HSAs, and Electronic Banking Services
Maintain a thorough knowledge of, and comply with, all quality control policies, procedures, and regulatory requirements, ensuring that every action is in line with the bank's standards of integrity
Serve as a liaison between the customer and other bank departments as necessary to resolve issues, demonstrating a collaborative spirit and commitment to customer satisfaction
Ensure that all customer service functions are performed efficiently and in accordance with the bank’s policies and procedures, always striving for excellence
Maintain a strong and evolving knowledge of the Bank’s products and services, seeking ongoing education and training to better serve customers and uphold the Bank’s values
Accept and accurately process all Bank transactions, ensuring integrity in every exchange
Negotiate checks and place holds within established limits, demonstrating attention to detail and responsibility
Accurately balance your cash drawer at the end of each shift, and report any discrepancies to the supervisor promptly, adhering to the bank’s accountability standards
Exhibit a strong commitment to confidentiality, handling all customer information and transactions with the highest level of integrity and discretion
Comply with and remain current with all federal and state banking regulations, as well as all bank and branch policies and procedures, ensuring full adherence to industry standards and ethical practices
Perform other miscellaneous duties or special assignments as required or assigned, assisting other Branch staff as needed
Make appropriate referrals to our business partners that benefit customers, ensuring that the referral process is carried out transparently and with integrity
Make product suggestions based on the customer’s needs, handling them or making referrals to other Bank personnel as needed, always in the customer’s best interest
Follow all security procedures, helping maintain a safe environment for both employees and customers
Effectively prioritize work, ensuring all tasks are completed on time and in alignment with branch goals
Demonstrate eagerness to accept new challenges, recognizing that each day may bring new opportunities and changes, and adapting accordingly with a positive and proactive mindset

Qualification

Customer ServiceProduct KnowledgeCash HandlingMicrosoft Office SuiteTime ManagementInterpersonal SkillsCommunication SkillsOrganizational SkillsTeamworkAdaptability

Required

High school graduate or equivalent required; college, business, or banking professional training preferred
Experience as a Teller, Customer Service Associate, or in a similar customer service role beneficial
Strong interpersonal skills, verbal and written communication, and organizational skills
Ability to interact harmoniously and effectively with others, fostering teamwork and collaboration in line with the Bank's values of integrity and respect
Operational competency with Microsoft Office Suite
Ability to operate standard office equipment with attention to detail
Ability to manage time effectively, prioritize work, and accomplish goals on time while meeting all required standards
Knowledge of Windows-based applications
Ability to read documents and computer screens, communicate in person and via phone, and use a computer and office equipment
Dependable, punctual, and consistent in attendance, demonstrating reliability and responsibility
Flexibility with varying schedules and willingness to adapt to new challenges

Company

Saco & Biddeford Savings Institution

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Funding

Current Stage
Growth Stage

Leadership Team

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Sarah Rodgers
Chief Operating Officer
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Beth Burcke
Chief People Officer
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Company data provided by crunchbase