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Part - Time Financial Services Representative II

Company: Cape Cod Five Cents Savings
Location: Plymouth
Posted on: May 11, 2019

Job Description:

GENERAL SUMMARY: In this customer facing role, the Financial Services II will provide exceptional customer care to the Bank's customers assisting them with daily transactions, inquiries, problem resolution and basic banking transactions at a full-service Cape Cod Five Retail Bank location. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES: * Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy) * Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures * Performs basic banking transactions including: processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption * Safeguards customer trust by upholding duty of customer confidentiality * Works to develop a comprehensive knowledge of the Bank's products and services offered, taking responsibility to request assistance for further development needs * Must comply with all required regulations, guidelines, and policies * Timely completion of all assigned learning activities * Actively participate in branch meetings and one-on-one coaching sessions * Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. * Learns to fulfill all branch closing activities * Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner * Proficient in determining customer's existing and prospective financial needs and identifies referrals to other business lines (Investment Services, TAM, Commercial, Cash Management, etc.) * Maintain a working knowledge of product and service offerings including consumer, business, non-profit, retirement, Online Banking, BillPay, debits cards * Assists customers in preparing loan applications for home equity products and personal loans * Participation/volunteerism in community groups and events * Additional duties as assigned EDUCATION, CERTIFICATIONS: * High School Diploma or G.E.D. required * Associates Degree or pursuing higher education degree KNOWLEDGE, SKILLS & ABILITIES: * Minimum one year cash handling experience preferred * Minimum one year customer service experience * Eligible for NMLS registration * Prior customer relationship building experience * Must have cyber security awareness to protect the digital environment, the Bank, and customers COMPETENCIES: * Problem Solving * Relationship Building Skills * Proficient Verbal and Written Communication Skills * Critical Thinking Skills * Courage * Technology Savviness/Digital Enthusiast * Financial Comprehension * Adaptability and Flexibility * Sales Aptitude * Eager Learner * Learning Agility * Superior Customer ServiceSDL2017

Keywords: Cape Cod Five Cents Savings, Plymouth , Part - Time Financial Services Representative II, Accounting, Auditing , Plymouth, Massachusetts

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