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Title

Customer Service Representative I (Main Office/Danbury) 

About the Organization We are people serving people. Established in 1849, Savings Bank of Danbury is a full-service community bank rooted in history and positioned for the future. We provide a full array of deposit, savings, and lending services for individuals and businesses. Through modern banking technology, our customers can access to their accounts and manage their money anytime, on the go. We are committed to employing highly-motivated people who value customer care, professionalism, and team success.  
EOE Statement Savings Bank of Danbury is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Position Customer Service Representative I  
Full-Time/Part-Time Full-Time  
Description

Reports To: Branch Manager

SUMMARY:

The Customer Service Representative performs a variety of customer service related duties to provide service to the bank's customers in conformance with established bank policies and operating procedures.

Key responsibilities include, compliance with all banking regulations and the policies and procedures established by management, building customer relationships, accurately recording daily transactions, identifying products and services that will benefit customer accounts and efficiently accomplishing customer requests. Serve as Teller when needed.

Key Responsibilities:

Branch & Personal Sales Performance Goals

-Achieve personal & branch goals for customer satisfaction, account openings, deposit growth, loan origination, and referrals

-Open, cross sell, maintain existing accounts and products to new and existing customers

-Provide quality customer service with every customer interaction; exceed service expectations

-Greet every customer with a smile, use eye contact, and pleasant greeting

Branch Operations

-Perform daily operational functions, such as, opening accounts and services, Safe deposit box entry, completing account maintenance, balancing a cashbox and vault as needed, assist with surprise spot check audits, etc.

-Follow security protocols with opening, closing, and daily observation

-Open and process all necessary steps and documentation for account opening, ebanking, online banking, and other services

Product Knowledge & Recommendations

-Conduct in-branch training with staff on products and services offered at the bank

-Review current accounts and services to assist customers choose best fit for them

-Use needs-based selling by asking open ended questions, listening to the customer, and offering products and services to fit their needs

Compliance, Security & Branch Condition

-Follow all bank policies/procedures

-Maintain the condition of branch building and equipment, including cleanliness and maintenance

-Is aware of and complies with CRA guidelines and policies and the bank's non-discrimination policy; complies with banking regulations

-Perform and/or assist with all branch audits such as semiannual branch audit, safe deposit box audit, teller cashbox audits, marketing audits, etc.

-Comply with all daily, monthly and quarterly Security procedures

-Comply with BSA requirements relating to Suspicious Activity Reporting, Currency Transaction Reporting, OFAC and red flags

- Assist staff and customers with issues or areas of concern and record in the Complaint Tracker with follow-up

 
Position Requirements

Educational and experience requirements include:

  • High School Diploma or GED
  • Knowledge of banking customer service principles and processes
  • Ability to use mathematics to accurately compute routine transactions
  • Strong interpersonal skills including verbal communication and listening skills
  • Strong computer and electronic skills
  • Ability to use banking software
  • Strong critical thinking abilities
  • Relevant experience performing clerical activities

Physical Demands and Work Environment:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job the employee:

Is regularly required to operate a computer and other office equipment such as, a copy machine, calculator, phone and computer printer.

Must be able to remain in a standing/stationary position for 80% of the time.

Is required to have close visual acuity to perform an activity such as, viewing a computer terminal and determine the accuracy, neatness and thoroughness of work assigned to self.

Is required to express or exchange ideas by means of the spoken word to convey detailed spoken instructions to other employees accurately.

Must be able to receive detailed information through oral communication.

 
Hours Per Week 37.5 


This position is currently not accepting applications.

To search for an open position, please go to http://SavingsBankofDanbury.appone.com



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