What are the responsibilities and job description for the Customer Service Representative position at State Street Bank?
Job Description
The Customer Service Representative (CSR) is responsible for establishing, retaining, and deepening customer relationships by performing efficient and accurate banking transactions; and opening and closing accounts in support of Bank goals and objectives. The CSR identifies customer needs for bank products and services; and reports directly to the Retail Bank Manager.
Location & Hours
4820 Broadway Branch, Quincy.
Full-time, 40 hours per week. Monday-Friday, and rotating Saturdays.
Duties & Responsibilities
- Demonstrates knowledge and understanding of the new accounts system database by opening, maintaining, and closing customer accounts in accordance to operating controls, including legal, corporate, and regulatory procedures to ensure the safety of customer assets.
- Provides high level customer service in person and via telephone to assist customers with account inquiries and/or concerns
- Builds trust with current and potential customers to understand their product/service needs, and provides solutions that will benefit the customer
- Performs other duties as assigned by management
Education & Work Experience Requirements
High school diploma or GED equivalent, & a minimum of one year retail customer service experience required & a minimum of 1 year banking experience preferred
Mental & Physical Requirements
Ability to sit and stand for extended periods of time, ability to bend, squat, and kneel on occasion, ability to lift 30 lbs. consistently, have the ability to prioritize, analyze and resolve problems, and possess strong time management and organizational skills.
Competencies
Basic computer skills required, math aptitude, strong written and oral presentation skills, attention to detail, problem solving skills, and the ability to handle high pressure situations while maintaining composure.
Equal Opportunity Employer – State Street Bank offers equal employment opportunities, regardless of race, religion, national origin, sex, age, sexual orientation, disability or military status. This commitment is applied to every facet of employment, including recruiting, training, transfers, compensation, promotions and other terms and conditions of employment.