Westfield Bank is Hiring a Customer Service Representative (FT) - East Main Street Branch Near Westfield, MA
Position: Better Banking Specialist Department: Retail Banking Job Status: Full-Time FLSA Status: Non-Exempt Grade: 7 Reports to: Branch Manager Amount of Travel Required: LocalTravel as Needed Positions Supervised: None POSITION SUMMARY Provides prompt and professional service to new and existing customers. ESSENTIAL FUNCTIONS
Applies the Westfield Bank Service and Sales Process during customer interaction to acquire and enhance customer relationship.
Adheres to established Westfield Bank customer service standards.
Provides information regarding bank products to all potential customers both retail and commercial.
Meet assigned sales goals through the sale of bank products and services to meet customers banking needs.
Opens new accounts and performs account and person maintenance as needed.
Obtains NMLS to take home equity loans or line applications and serve as a liaison between the customer and Loan Operations until loan closes.
Resolves customer problems as they arise.
Answer inquiries, accept applications and close consumer loans.
Assist customers with Safe Deposit.
Become Notary Public if required.
Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
Must adhere to all bank and regulatory policies and procedures specific to position.
Performs additional duties as requested.
POSITION QUALIFICATIONS Competencies
Customer Relations
Decision Making/Judgement
Job Knowledge
Quality
Results Focus
Education/Experience/Skills
High School Diploma or GED required.
Prior sales and customer service experience preferred.
Become Notary Public if required.
PHYSICAL DEMANDS Physical Demands Stand: O (Occasionally) Walk: O (Occasionally) Sit: F (Frequently) Handling / Fingering: F (Frequently Reach Outward: F (Frequently) Reach Above Shoulder: O (Occasionally) Climb: O (Occasionally) Crawl: O (Occasionally) Squat or Kneel: O (Occasionally) Bend: O (Occasionally) Lift/Carry 10 lbs or less: F (Frequently) 11-20 lbs: F (Frequently) 21-50 lbs: O (Occasionally) 51-100 lbs: N (Not Applicable) Over 100 lbs: N (Not Applicable) Push/Pull 12 lbs or less: O (Occasionally) 13-25 lbs: O (Occasionally) 26-40 lbs: O (Occasionally) 41-100 lbs: O (Occasionally) N (Not Applicable) Activity is not applicable to this occupation. O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5 hrs/day) F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5 hrs/day) C (Constantly) Occupation requires this activity more than 66% of the time (5.5 hrs/day) Other Physical Requirements None Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. JOB CODE: 1000641