Saco & Biddeford Savings Institution · 8 hours ago
Customer Relationship Officer – Portland Office
Portland,ME,US
Full-time
Onsite
Mid LevelSaco & Biddeford Savings Institution is a banking institution seeking a Customer Relationship Officer. The role involves providing exceptional customer service, building relationships with clients, and ensuring branch operations align with the bank's core values and standards.
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Responsibilities
Provide professional, courteous, and efficient service to all internal and external customers, reflecting the Bank’s commitment to high standards of integrity and service excellence
Make referrals that benefit customers by connecting them to appropriate Bank products or services and introducing them to business partners, always acting with the customer’s best interest in mind
Assist customers in a variety of ways, including opening accounts, explaining deposit products, updating customer information, and resolving problems, always ensuring that solutions are aligned with the Bank’s ethical standards
Provide accurate and transparent information regarding all consumer and business deposit products, including Individual Retirement Accounts (IRAs), Health Savings Accounts (HSAs), and Electronic Banking Services
Maintain a thorough knowledge of and comply with all quality control policies, procedures, and regulatory requirements, ensuring that the Bank’s operations remain efficient, secure, and ethically sound
Act as a liaison between customers and other bank departments, ensuring issues are resolved in a manner that reflects the Bank’s core values and commitment to customer satisfaction
Ensure adherence to federal and state banking regulations, as well as Bank and branch policies, while maintaining operational integrity and customer-focused service
As scheduled, be able to open, close, and oversee the Branch office when necessary, taking on leadership responsibilities and ensuring that the branch operates smoothly in the absence of other branch management
Demonstrate leadership by mentoring staff and contributing to a culture of teamwork, mutual respect, and ongoing development
Perform miscellaneous duties or special assignments as required, always aligning with the Bank’s values of integrity, service, and collaboration
Fill in at other branch locations as scheduled, maintaining consistency in the Bank’s operations and culture across all locations
Perform teller and other miscellaneous duties as assigned, while ensuring that each task is completed with professionalism and attention to detail
Attend all required meetings and training, maintaining a commitment to personal and professional growth in alignment with the Bank’s values
Serve on various committees as assigned, actively contributing to the improvement of branch operations and customer satisfaction
Qualification
Required
High school graduate or equivalent required; college, business, or banking professional training preferred
Excellent customer service skills, with a focus on fostering long-term relationships built on trust and integrity
Strong written and verbal communication, interpersonal, time management, and organizational skills
Ability to work independently and as a team player, contributing to a supportive and collaborative work environment
Strong attention to detail, ensuring that all tasks are completed to the highest standards of accuracy and compliance
Proven ability to deliver quality work during times of increased volume, demonstrating resilience and a strong work ethic
Operational competency using Microsoft Office suite; proficient in Outlook, Word, Excel, and other Windows-based applications. Comfortable learning new software as required
Ability to interact harmoniously and effectively with others, fostering a culture of teamwork and inclusivity that drives the achievement of bank goals and objectives
Dependable and punctual, adhering to attendance standards and demonstrating accountability in all actions
Ability to travel to all Bank locations, ensuring a flexible and adaptable approach to meeting organizational needs
Ability to read/see documents and computer screens, to communicate in person and via the telephone and to operate a computer and other office equipment
Preferred
Previous banking experience preferred, demonstrating expertise in customer service and operational responsibilities
A commitment to ongoing learning and professional development, with a focus on staying informed about industry trends and customer service techniques
Company
Saco & Biddeford Savings Institution
MEMBER FDIC, EQUAL HOUSING LENDER. REMINDER: Never include personal account information on LinkedIn.
Founded in 1827
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Sarah Rodgers
Chief Operating Officer
Beth Burcke
Chief People Officer
Recent News
2025-10-16
2024-04-11
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