What are the responsibilities and job description for the Financial Services Representative position at Bar Harbor Bank & Trust?
As a key member of our team, the Customer Service Representative is essential to our customers' day-to-day financial needs and building trusted relationships. We prioritize making sure our employees are supported, appreciated, and rewarded for their contributions.
Job Description:
The Customer Service Representative will assist customers in identifying their financial needs and contribute toward the company's success by recommending additional products and services. This role also involves recognizing and seizing opportunities to make referrals for loans, trusts, investments, insurance, and other exceptional services offered by the bank.
Responsibilities:
- Assist customers in identifying their financial needs and contribute toward the company's success.
- Recognize and seize opportunities to make referrals for loans, trusts, investments, insurance, and other exceptional services.
- Gain an understanding of the banking industry and contribute toward meeting branch goals.
- Build trusting relationships with individuals in the communities we serve.
- Process transactions for customers in a prompt, efficient, courteous, and professional manner.
- Provide exceptional customer service, reach effective resolutions, and follow through with customers for all inquiries.
About Us:
We know that companies with a strong culture and higher purpose are better places to work and perform better in the long run. Our six Brand Behaviors guide us in achieving our goals:
- Positivity: Be all in and create a rewarding and exciting place to work.
- Communication: Talk straight and share the right information clearly and quickly to build great relationships.
- Teamwork: Actively share and build great teams to make positive things happen.
- Initiative: Embrace change and value innovation and fresh thinking to continually improve our customer experience and team development.
- Professionalism: Show respect and treat others with care and respect, promoting real trust.
- Quality: Build the best and ensure the highest quality standards are adhered to in everything we do.
