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FLOAT CSA I

Company: Baycoast Bank
Location: Cranston
Posted on: August 5, 2022

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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