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Traditions Bank Client Care Specialist - Teller in York, Pennsylvania

General Summary:

Responsible for processing customer transactions in an accurate, efficient, and customer-focused manner.

 

Primary Responsibilities:

  • Follows bank policies and procedures; processes customer transactions, such as deposits and withdrawals.
  • Performs back counter duties as assigned, such as proving the ATM and scanning documents.
  • Answers and screens phone calls, taking ownership of providing basic information and resolving customer problems.
  • Resolves customer complaints in a professional and courteous manner and uses these opportunities to identify additional needs.
  • Handles routine maintenance and other servicing issues. Answers general questions and routine research requests.
  • Remains current on Traditions Bank products and services and their features and benefits.
  • Listens carefully to customers to understand their financial needs and refers to team sales members as appropriate.
  • Continually strives to meet organization goals: transaction quality, transaction efficiency, superior customer relations, customer education, teamwork, and creating positive memorable experiences for our customers.
  • Builds brand awareness by providing exquisite and responsive customer service.
  • Contributes to the team effort by performing other duties as assigned.

     

Knowledge, Skills, and Abilities:

  • High school diploma or equivalent is required.
  • Customer service experience.
  • Cash handling experience.
  • Effective communication and outstanding customer relationship skills are required.
  • Ability and desire to interact in a team environment and willingness to contribute to team efforts are essential.
  • Strong attention to detail is a must.
  • Requires a high level of tact and integrity due to the regular exposure to confidential data.
  • Willingness to suggest new services to customers is expected. Some retail experience preferred.
  • Must have strong interpersonal skills.
  • Ability to travel in designated geographic regions as needed.
  • Microsoft Office 365 (Intermediate)
  • Core Operating Systems
  • Associate demonstrates personal behaviors exemplary of the core values.
  • Responsible for understanding the bank's compliance policies as it relates to the specific individualjob duties and following the provisions of such policies, specifically understanding that any violation of such policies must be reported to the Director of Regulatory Services immediately.
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