Job description
POSTION SUMMARY
The Client Service Representative I is an entry level retail employee responsible for maintaining an accurate record of a cash drawer and understanding the basic functions of the banking center and customer service. Duties and responsibilities include the following:
ESSENTIAL DUTIES AND RESPONSIBILITIES
Regular onsite attendance
Flexible to work at other locations as needed
Ability to work well with others in a team environment
Provides accurate, efficient and exceptional customer service to internal and external customers
Maintains knowledge of bank regulations, products, policies, procedures and meets deadlines
Profitability - The Client Service Representative I assists in the branch initiatives impacting the banking center?s profitability.
Teller Window- Accountable for accuracy with cash, checks and customer transactions. Maintains a neat and orderly work area.
Operations- Follows confidentiality guidelines and understands basic bank procedures.
Sales- Accountable for own referrals.
Products- Has a basic understanding of Andover Bank products and services.
Goals- Achieves referral goals following Introductory period and helps with branch goals.
Knowledge- Passes assigned tests and courses.
Customer Service
Fully understands Andover Bank?s service standards and must meet or exceed them.
Career Path
At a minimum, a Client Service Representative I should strive to understand and master the following to be considered for a Client Service Representative II in a 9-12 month time frame. The following are recommendations and may not include all considerations required.
Vault back-up
Basic customer account maintenance
Assist with ATM
Order checks
Branch end of day procedures
Satisfactory balancing records
Meets or exceeds service standards
Minimal to no errors on customer transactions
Efficient customer transactions
Contributes to the overall team goals.
Other duties as assigned
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