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Customer Service Associate
Investors Bancorp
New York, NY, United States
Job Details - this job has expired, please see similar jobs below
Job Description
POSITION OBJECTIVE
RESPONSIBILITIES
• Processes customer transactions according to the Bank's policies and procedures.
• Ensure regulatory requirements, such as Anti Money Laundering and Bank Secrecy Act are adhered to.
• Build customer loyalty through courteous, professional service according to the Banks' established Sales and Service Standards.
• Maintain knowledge of all Bank products and services to effectively promote the Bank to customers
• Profile customers and open new accounts, as needed.
• Identify customer needs and make appropriate referral of products and services while executing a smooth transition of customer to platform personnel or open
• Consistently utilize 360 View CRM to log and manage the customer complaint process, customer inquiry process and referral leads to and from other business units throughout the Bank
• Completes daily proof, investigates, resolves and reports out of balance conditions to supervisor.
• Services and proves the ATM.
• Assists with vault and shipment control as needed.
• Prepares CTR form on appropriate transactions.
• Updates bank check and money order issued logs and maintains inventory.
• Scans checks and maintains daily capture log.
• Trains and supports new tellers.
• Demonstrate ISB Core Values in all actions
• Performs other duties as may be assigned.
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Requirements
• A high school education with at least one year of cash handling experience is required.
• Previous customer service experience or a strong desire to work in the service industry.
• The ability to develop a complete working knowledge of the teller system, including the use of a PC and calculator, as required to efficiently perform the job.
• Knowledge of office equipment is required.
• Position requires flexibility and willingness to travel to other locations/branches and to adapt to schedule changes during the workday to include evenings, Saturdays, lunch hours and break time.
• Must be available to attend after hours training as needed.
• Will be required to lift and carry teller cash box or teller coin bags weighing about 15 pounds.