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Job
Description:
The
Customer Service Officer - Banking will perform
all or some of the following Job
description:
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Assist with management of branch
operations
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Ensure that operating
procedures are being followed
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Minimize
operating losses by adhering to policies
and procedures of the bank
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Ensure that
reports and performance reviews are
processed in a timely manner
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Act as
liaison between branch and Support
Departments, i.e., BOS, Risk Services,
Direct Banking Center, et al
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Resolve
errors or adjustments effectively and
efficiently
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Ensure that customer
problems and complaints are maintained
at a minimum level and are resolved to
the customer's satisfaction,
professionally, at the branch level
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Approve referred items within authorized
limits
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May prepare branch work
schedules using Scheduler 360 (if
assigned)
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On occasion, step in to cover
any operational position as necessary
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Ensure that branch adheres to regulatory
requirements and that all employees
develop a satisfactory understanding of
all regulations regarding banking
transactions and deposit accounts
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Attain optimum efficiency and
productivity in customer service by
managing resources and analyzing branch
activity
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Coach and monitor staff to
ensure consistent performance of these
behaviors
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Provide guidance and
training to branch personnel as
necessary to perform their job
effectively, both technically and with a
high degree of product knowledge
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Provide cross-training opportunity and
direction for the skill and career
development of subordinates
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Encourage
attendance and participation in the
bank's training programs and teller
certification programs
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Participate in a
customer retention program by making
customer retention calls regularly, both
in person and/or by telephone contact
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Promote sales referrals by demonstrating
leadership and modeling the sales
culture
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Actively supports the
programs and goals of Branch and Bank
Management
Operate the office in the absence of
other branch officers.
Minimum Requirements / Knowledge / Skill
For Customer Service Officer - Banking Job
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2-4 years of significant work
experience related to banking operations
in technical or financial services
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Knowledge of banking products
and services
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Strong sales and
service orientations
Ability to
communicate effectively with all levels
of management and client
Excellent verbal and written
communication skills
Ability to operate
PC (Word, Excel, Outlook, Web)
Supervisory experience.
Minimum Education Requirements /
Certification / Licensure For
Customer Service Officer - Banking Job
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Associate's Degree or
equivalent combination of experience
and education.
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