Customer Service Associate

at  Chesapeake Bank

SUMMARY:

As a Customer Service Associate at Chesapeake Bank you play a vital role in our customers’ banking experience. You will have meaningful conversations with our customers that lead to building relationships and providing them with products, services and digital options which best meet their financial needs.

Responsibilities:

• Being friendly and engaging in conversations, connecting with customers and visitors alike
• Asking questions to get to know the customer and building relationships
• Listening with patience and offering advice that’s concise and easy to understand
• Knowledge of bank products and services including other lines of business
• Connecting customers to digital options which may make banking easier
• Working as a part of a team to help customers succeed financially
• Engaging with customers via phone, text or email
• Interacting with integrity and professionalism with customers and team members
• Actively listening, eliciting information, comprehending customer issues and recommending solutions
• Ensuring all procedures are followed in accordance with Bank policy and Federal regulations
• Effective organizational, multi-tasking, and prioritizing skills
• Maintaining a cash drawer including taking in and giving out cash and balancing consistently
• Accurately and efficiently processing transactions
• Opening new accounts and completing service requests
• Identify potential fraud and take appropriate action to prevent loss
• Exercising judgment and raising questions to management
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Flexibility to learn and grow as new systems, technology or processes emerge
• Taking ownership of career development through training opportunities
• Managing additional duties and responsibilities as assigned by Supervisor
• Understand this role as defined by the three lines of defense to maintain a compliance culture that includes risk management processes.
• Adding fun to your day!

Requirements:

• High school diploma or equivalent.
• 1 year of Retail, Sales or customer service experience.
• 6 months of cash handling experience preferred.
• 1 year of financial institution experience preferred.
• Basic Microsoft Office skills
• Ability to stand for extended periods of time
• Ability to lift at least 30 pounds
• Ability to work weekends as needed or scheduled
• Travel may be required for training purposes and/or assisting other locations
• Demonstrate a strong aptitude in mathematics and be versatile in the use of computer applications and programs.
• Proficient verbal, written, and interpersonal communication skills.
• Effective sales and cross-selling skills.
• Good analytical and organizational skills.
• Flexibility to learn and grow as new systems or processes emerge.
• Willingness to follow instructions and work under established guidelines.

• Being friendly and engaging in conversations, connecting with customers and visitors alike
• Asking questions to get to know the customer and building relationships
• Listening with patience and offering advice that’s concise and easy to understand
• Knowledge of bank products and services including other lines of business
• Connecting customers to digital options which may make banking easier
• Working as a part of a team to help customers succeed financially
• Engaging with customers via phone, text or email
• Interacting with integrity and professionalism with customers and team members
• Actively listening, eliciting information, comprehending customer issues and recommending solutions
• Ensuring all procedures are followed in accordance with Bank policy and Federal regulations
• Effective organizational, multi-tasking, and prioritizing skills
• Maintaining a cash drawer including taking in and giving out cash and balancing consistently
• Accurately and efficiently processing transactions
• Opening new accounts and completing service requests
• Identify potential fraud and take appropriate action to prevent loss
• Exercising judgment and raising questions to management
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Flexibility to learn and grow as new systems, technology or processes emerge
• Taking ownership of career development through training opportunities
• Managing additional duties and responsibilities as assigned by Supervisor
• Understand this role as defined by the three lines of defense to maintain a compliance culture that includes risk management processes.
• Adding fun to your day