What are the responsibilities and job description for the Customer Service Representative II position at Torrington Savings Bank?
Job Description
Job Description
Description : Overview :
Process various Customer Service transactions accurately and efficiently while servicing customers in a friendly and professional manner. Provide excellent customer service by executing branch operations and customer service functions.
Primary Accountabilities / Responsibilities :
- Accurately process various teller transactions, including but not limited to :
- Deposits, withdrawals, transfers, loan payments, issue money orders and Treasurer’s Checks, redeem US Savings Bonds
- Answer basic customer queries
- Handle cash and run / balance a cashbox
- Use TCR (Cash Recycler)
- Assists in achieving Branch goals through sales, referrals, and retention of account relationships and excellent customer service
- Identify customer needs and effectively sell and cross-sell products and services through communicating ideas, suggestions and solutions
- Ability to open basic deposit accounts
- Comply with all regulatory requirements, including accurate completion of CTR’s
- Effectively work in a team environment with emphasis on contributing to the successful execution of a Branch Business plan
- Refer customers to Bank employees who specialize in the type of problem or query they present (Mortgage Loan Originator, Commercial Loan Officer, etc.)
- Comply with established policies, procedures and work ethics
- Ability to balance Vault & ATM
- May be assigned as the Branch Operations designee
- Perform other duties as assigned
Requirements :
Knowledge / Skill Requirements :
Competencies Required :
Work Environment / Physical Demands / Condition Requirements :
Busy office environment, with moderate noise : computers, printers, phones, and light traffic. Must be able to focus and not be easily distracted. Must be able to sit for at least 70% of the workday. Movement is required between workstations, offices, vaults, lobby, etc. Must be able to see computer screen and read documents. Ability to lift 10 lbs. Ability to multitask. Ability to travel to other Bank offices and branches, offsite meetings, company related functions, etc. with short notices.
Equipment Used :
General office equipment : Computer, Telephone, Mobile devices, Scanner
Compliance :
Satisfactorily completes all required compliance training and complies with all regulations which apply within the scope of the position.
Information Security :
Responsible for actively protecting the confidentiality of customer information and computer systems used in the bank by :
Responsible for maintaining confidentiality of all sensitive information.
Torrington Savings Bank is an equal opportunity employer, dedicated to a policy of non-discrimination in employment on any basis prohibited by law. The Bank considers applicants for all positions without regard to disability, military / veteran status, or any other legally protected status, and is committed to providing equal opportunities in terms of its recruiting and hiring practices.
Applicants requiring reasonable accommodation in the application process should notify Human Resources.
Torrington Savings Bank participates in e-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.A.
EOE / AA / D / V
Torrington Savings Bank is a drug free workplace.
