What are the responsibilities and job description for the Customer Service Representative Part Time position at Citizens Bank & Trust?
Job Description
Citizens Bank & Trust
Position Description
POSITION TITLE: Customer Service Representative
DEPARTMENT: Branch
CLASSIFICATION: Non-Exempt
REPORTING RELATIONSHIP
POSITION REPORTS TO: Assistant Branch Manager/Branch Manager
POSITIONS SUPERVISED: None
Position Summary
It is this area of the Bank that greets and welcomes potential and existing customers.
Responsibility of the associate in this position is to ascertain what the customer needs, and then determine how they can
best be served. This position is responsible for the development of new business relationships and
maintaining existing relationships. Answers questions on all services the Bank provides and recognizes selling and referral
opportunities. Will also be cross-trained to perform various other duties including the teller line and ATM to help
the branch function efficiently.
Essential Duties & Responsibilities
Always attempt to cross-sell other Bank products and services, creating a more loyal and solid banking relationship.
Provide quality customer service by adhering to the customer service standards as set forth by the Bank.
Open &/or close &/or perform maintenance on accounts (checking, savings, CD’s, IRA’s, etc)
Provide notary services
Serve as back up teller
Must be versed in bank operational and depository compliance including but not limited to completing CTR reports and monetary instrument logs
Education &/Or Experience
High school diploma or equivalent.
Successful completion of in-house training program or other new accounts’ training.
Six months prior banking experience or related customer service position
Other Skills / Qualifications
Prior sales experience and cash handling experience is preferred
Must possess basic language skills to write and speak clearly, effectively and appropriately to general business standards.
Must have the ability to perform mathematical calculations necessary to execute the duties of the job.
Must be able to make sound decisions, have the ability to recognize potential problems, and take appropriate corrective action.
Must be well organized, accurate, and attentive to details.
Must be cooperative and willing to assist others.
Must have good listening skills as well as proper phone etiquette
Must be able to multi-task and work under pressure.
PHYSICAL DEMANDS
No unusual physical demands required for this job. Must be able to do sedentary work. May occasionally have to lift up to 25 pounds typical of most office positions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
WORK ENVIRONMENT
Professional environment working minimum 20 hours per week. Will be required to work in the Saturday rotation. May be required to work at another branch on a Saturday and/or due to staffing shortages.
Must be accustomed to professional, business office environment in manner and dress. Must demonstrate excellent
human relations skills with customers and bank associates.
Compliance With Regulatory Requirements
Each associate is responsible for compliance with all applicable regulatory requirements affecting
the banking industry as well as applicable Citizens Bank & Trust programs, policies and procedures. When an
associate has supervisory responsibilities, he or she will make certain that their staff understands their
responsibilities to comply with applicable regulatory issues and internal programs, policies and procedures.
Equal Opportunity Employer/Affirmative Action & E-Verify Employer/Drug Free Workplace
Best Places to Work Employer
Company Description
Citizens Bank & Trust is a full-service financial institution, with a wide range of account and loan products tailored to fit any customers needs. Additionally, we offer the most experienced group of wealth management, trust and private banking professionals in the market to assist you. Our customers and employees are our greatest asset.
Citizens Bank & Trust is a full-service financial institution, with a wide range of account and loan products tailored to fit any customers needs. Additionally, we offer the most experienced group of wealth management, trust and private banking professionals in the market to assist you. Our customers and employees are our greatest asset.
Citizens Bank & Trust
Position Description
POSITION TITLE: Customer Service Representative
DEPARTMENT: Branch
CLASSIFICATION: Non-Exempt
REPORTING RELATIONSHIP
POSITION REPORTS TO: Assistant Branch Manager/Branch Manager
POSITIONS SUPERVISED: None
Position Summary
It is this area of the Bank that greets and welcomes potential and existing customers.
Responsibility of the associate in this position is to ascertain what the customer needs, and then determine how they can
best be served. This position is responsible for the development of new business relationships and
maintaining existing relationships. Answers questions on all services the Bank provides and recognizes selling and referral
opportunities. Will also be cross-trained to perform various other duties including the teller line and ATM to help
the branch function efficiently.
Essential Duties & Responsibilities
Always attempt to cross-sell other Bank products and services, creating a more loyal and solid banking relationship.
Provide quality customer service by adhering to the customer service standards as set forth by the Bank.
Open &/or close &/or perform maintenance on accounts (checking, savings, CD’s, IRA’s, etc)
Provide notary services
Serve as back up teller
Must be versed in bank operational and depository compliance including but not limited to completing CTR reports and monetary instrument logs
Education &/Or Experience
High school diploma or equivalent.
Successful completion of in-house training program or other new accounts’ training.
Six months prior banking experience or related customer service position
Other Skills / Qualifications
Prior sales experience and cash handling experience is preferred
Must possess basic language skills to write and speak clearly, effectively and appropriately to general business standards.
Must have the ability to perform mathematical calculations necessary to execute the duties of the job.
Must be able to make sound decisions, have the ability to recognize potential problems, and take appropriate corrective action.
Must be well organized, accurate, and attentive to details.
Must be cooperative and willing to assist others.
Must have good listening skills as well as proper phone etiquette
Must be able to multi-task and work under pressure.
PHYSICAL DEMANDS
No unusual physical demands required for this job. Must be able to do sedentary work. May occasionally have to lift up to 25 pounds typical of most office positions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
WORK ENVIRONMENT
Professional environment working minimum 20 hours per week. Will be required to work in the Saturday rotation. May be required to work at another branch on a Saturday and/or due to staffing shortages.
Must be accustomed to professional, business office environment in manner and dress. Must demonstrate excellent
human relations skills with customers and bank associates.
Compliance With Regulatory Requirements
Each associate is responsible for compliance with all applicable regulatory requirements affecting
the banking industry as well as applicable Citizens Bank & Trust programs, policies and procedures. When an
associate has supervisory responsibilities, he or she will make certain that their staff understands their
responsibilities to comply with applicable regulatory issues and internal programs, policies and procedures.
Equal Opportunity Employer/Affirmative Action & E-Verify Employer/Drug Free Workplace
Best Places to Work Employer
Company Description
Citizens Bank & Trust is a full-service financial institution, with a wide range of account and loan products tailored to fit any customers needs. Additionally, we offer the most experienced group of wealth management, trust and private banking professionals in the market to assist you. Our customers and employees are our greatest asset.
Citizens Bank & Trust is a full-service financial institution, with a wide range of account and loan products tailored to fit any customers needs. Additionally, we offer the most experienced group of wealth management, trust and private banking professionals in the market to assist you. Our customers and employees are our greatest asset.
