CSR I

Posted 3 Days Ago
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Oakes, ND, USA
In-Office
Entry level
Payments • Financial Services • Agriculture
The Role
Serves as the primary customer contact for BankNorth, processing teller transactions, maintaining cash drawer accuracy, assisting with accounts, answering inquiries, and explaining banking products and services. The role requires confidentiality, professionalism, multitasking, collaboration, basic computer and math skills, and participation in bank procedures, training, meetings, and community activities.
Summary Generated by Built In

Description

JOB SUMMARY

Empowered to serve customers and exceed their expectations through service delivery excellence. This position is the primary customer contact responsible for the professional delivery of services and support by performing transactions, solving problems, and providing product and other banking information. The CSR position will follow established bank policies and procedures for this area and requires a high degree of integrity, trust and confidentiality.

DUTIES AND RESPONSIBILITIES

Primary

  • Process a wide range of teller transactions for lobby, drive-up, and telephone customers in a timely, efficient, accurate and courteous manner
  • Maintain balanced cash drawer and appropriate cash limits
  • Provide customers with a variety of account related assistance
  • Continuously learn and develop knowledge of products and services offered by BankNorth
  • Ability to remain flexible and multi-task with shifting priorities on a daily basis
  • Uphold confidentiality of customer conversations, information, and proprietary bank information

Secondary

  • Deliver consistent, superior customer service in accordance with BankNorth standards
  • Take ownership of customers by responding to inquiries and requests or directing them to the appropriate resources
  • Provide support and service to co-workers to maintain and enhance customer service
  • Professionally represent BankNorth in community affairs and civic organizations

Additional

  • Follow established opening and closing procedures
  • Participate in training and bank meetings as related to position

Requirements

SKILL REQUIREMENTS

  • Must exercise accuracy, alertness, good judgment, courtesy, tact, patience and professionalism.  
  • Must maintain confidentiality and security of customer conversations and information as well as bank information, records, and proprietary systems.
  • Must be able to speak effectively, actively listen and express thoughts in a clear, thorough manner. 
  • Must be able to effectively share and explain pertinent information with bank employees.  
  • Must be willing to collaborate and cooperate with others in the organization and possess effective working relationships with co-workers.
  • Must be able to demonstrate work stability, be self-sufficient and self-motivating with satisfactory attendance/punctuality and an ability to be flexible in work schedule.
  • Must have a positive attitude, leadership skills, and a strong customer orientation.
  • Must possess a High School diploma or equivalent along with basic math proficiency and a proficiency in computer and keyboard, specifically Microsoft Word and Excel, Windows and the Internet.
  • Cash handling experience preferred

PHYSICAL DEMANDS

While performing the duties of this job, the employee is required to communicate effectively with others, stand and use hands to finger and handle keyboard, telephone, paper, files, and other equipment and objects. The employee is frequently required to walk, sit and to reach with hands and arms. The employee must occasionally lift and/or move up to 40 pounds. This position requires the ability to review detailed documents and read computer screens.

WORK ENVIRONMENT

The work environment requires appropriate interaction with others. The noise level in the work environment is usually quiet.

Skills Required

  • High school diploma or equivalent
  • Basic math proficiency
  • Proficiency with computers and keyboards
  • Proficiency with Microsoft Word and Excel
  • Proficiency with Windows and the Internet
  • Accuracy, alertness, good judgment, courtesy, tact, patience, and professionalism
  • Ability to maintain confidentiality and security of customer and bank information
  • Effective verbal communication and active listening skills
  • Ability to explain information clearly to bank employees
  • Ability to collaborate and maintain effective working relationships
  • Work stability, self-motivation, satisfactory attendance, punctuality, and schedule flexibility
  • Positive attitude, leadership skills, and strong customer orientation
  • Cash handling experience
  • Ability to occasionally lift or move up to 40 pounds
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The Company
60 Employees
Year Founded: 1905

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