FLOAT CSA I
Company: Baycoast Bank
Location: Cranston
Posted on: August 5, 2022
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Job Description:
FUNCTION: Under the direction of Regional Manager/Branch
Administration, the Floating Customer Service Associate is at the
forefront of customer interactions as part of a branch-based team
that provides high quality service that earns the long-term loyalty
of our customers at various locations, where needed. Leverages
communication skills and banking knowledge to engage with
customers. Understands customer---s needs which will provide
financial solutions and advice to resolve issues and help customers
achieve their financial goals. Identifies relationship development
opportunities and refers customers to appropriate personnel.
Demonstrates a willingness to do more than is required or expected
by embracing the Bank---s mission statement and core values, which
will improve results and morale as well as create new
opportunities. RESPONSIBILITIES: RELATIONSHIP DEVELOPMENT AND
SERVICE Consistently provides quality service in a professional
manner: Be the face of BayCoast Bank, presenting a professional,
friendly, and helpful appearance with every interaction Adheres to
Customer Centric service standards Effectively engages with
customer inquiries in a courteous and efficient manner Accurately
processes various customer transactions. Leverages problem-solving
and strong communication skills to resolve customer issues Embraces
the Bank---s commitment to Solutions by seeking and recognizing
opportunities to refer our customers and new business to different
areas of the Bank, Partners Insurance Group, BayCoast Bank
Financial Services, Plimoth Investment Advisors, and BayCoast
Mortgage. Uses Salesforce to track identified tasks, leads, and
opportunities. Strongly encouraged to utilize and track referrals
through Solutions to ensure proper credit and recognition. Strives
to meet and exceed personal and branch goals: Knows features and
benefits of BayCoast Bank products Evaluates customers--- needs
Effectively recognizes relationship development opportunities and
refers customers to appropriate personnel Enthusiastically
participates in and supports relationship development meetings and
campaigns Seeks and promotes opportunities to provide Merchant
Services and Elan credit card products to customers. OPERATIONS
Maintains a high degree of accuracy, organization and productivity
in conducting customer transactions: Consistently produces the
expected volume of teller transactions while maintaining teller
difference limits Prepares documents completely and accurately
Processes documents correctly and promptly Quickly responds to
internal inquiries Places stop payments on accounts and official
checks, as requested Directly sells money orders and bank checks
Balances daily work at end of day, assists in adding up all
documents for end of day branch proof, changes ribbons and
calculator rolls on equipment, images/scan checks and bonds Proves
and processes night deposit and subject to verification bags
Processes bond redemptions Assists in the proving of the ATM
machine Assists in the Safe Deposit Box functions Maintains a neat,
organized work area B. Consistently adheres to bank policies and
procedures regarding branch operations, security and employment
practices. Participates as a ---team player--- to accomplish branch
tasks. Adhere to Bank's confidentiality policy and the safeguarding
of customer information. Attends all required trainings/meetings as
assigned or scheduled. Enthusiastically participates in
bank-sponsored training programs campaigns and contests. Performs
additional duties as requested Knowledge/Skills/Experience
Requirements: Minimum of 6 months of CSA experience in a banking
environment. Experience handling cash. Positive and helpful
attitude. Willing to travel to any branch in the network with short
notice.
Keywords: Baycoast Bank, Cranston , FLOAT CSA I, Other , Cranston, Rhode Island
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