Position: Customer Service Specialist/Teller Department: Main Office Job Status: Full-Time FLSA Status: Non-Exempt Grade: 7 Reports to: Branch Manager Amount of Travel Required: LocalTravel as Needed Positions Supervised: N/A POSITION SUMMARY Provides prompt and professional sales and service to new and existing customers. Greater than 50% of the time is spent performing CSR duties and the remainder of the time is spent performing Teller duties. This estimate could change depending on the needs of the branch at the time. CUSTOMER SERVICE REPRESENTATIVE - ESSENTIAL FUNCTIONS
- Applies the Westfield Bank Service and Sales Process during customer interaction to acquire and enhance customer relationship.
- Adheres to established Westfield Bank customer service standards.
- Provides information regarding bank products to all potential customers both retail and commercial.
- Meet assigned sales goals through the sale of bank products and services to meet customers banking needs.
- Opens new accounts and performs account and person maintenance as needed.
- Resolves customer problems.
- Answer inquiries, accept applications and closes consumer loans.
- Assist customers with Safe Deposit.
- Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
- Must adhere to all bank and regulatory policies and procedures specific to position.
- Performs additional duties as requested.
TELLER - ESSENTIAL FUNCTIONS
- Adheres to established Westfield Bank customer service standards.
- Provides information regarding bank products to all potential customers both retail and commercial.
- Independent performance of all teller transactions and related services.
- Maintains security of cash drawer.
- Proves cash drawer at end of day.
- Meets assigned referral goals through referral of bank products and services to meet customers banking needs.
- Performs account and person maintenance.
- Assists in resolving customer problems as they arise.
- May assist with balancing the ATM
- Assist customers with Safe Deposit.
- Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
- Must adhere to all bank and regulatory policies and procedures specific to position.
- Performs additional duties as requested.
POSITION QUALIFICATIONSCompetencies
- Accountability
- Customer Relations
- Decision Making/Judgment
- Job Knowledge
- Quality
- Results Focus
Education/Experience/Skills
- High School Diploma or GED required.
- At least 6 months of cash handling experience preferred.
- Prior sales and customer service experience preferred.
- Must meet balancing requirements.
- Become Notary Public if required.
PHYSICAL DEMANDSPhysical Demands Stand: F (Frequently) Walk: F (Frequently) Sit: F (Frequently) Handling / Fingering: F (Frequently Reach Outward: F (Frequently) Reach Above Shoulder: O (Occasionally) Climb: O (Occasionally) Crawl: O (Occasionally) Squat or Kneel: F (Frequently) Bend: F (Frequently) Lift/Carry 10 lbs or less: F (Frequently) 11-20 lbs: F (Frequently) 21-50 lbs: O (Occasionally) 51-100 lbs: N (Not Applicable) Over 100 lbs: N (Not Applicable) Push/Pull 12 lbs or less: O (Occasionally) 13-25 lbs: O (Occasionally) 26-40 lbs: O (Occasionally) 41-100 lbs: O (Occasionally) N (Not Applicable) Activity is not applicable to this occupation. O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day) F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day) C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day) Other Physical Requirements None Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. JOB CODE: 1000670