Customer Associate
Company: SALISBURY BANK & TRUST CO
Location: Boston
Posted on: May 28, 2023
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Job Description:
Job Details
Level
Entry
Job Location
South Egremont Branch MA - South Egremont, MA
Position Type
Full Time
Education Level
High School
Job Category
Banking
Description
Under the general supervision of the Lead Customer Associate/
Assistant Manager /Branch Manager, performs a variety of customer
service and related duties to provide service to the Bank's
customers in conformance with established Bank policies, strategies
and procedures.
PRIMARY ACCOUNTABILITIES AND RESPONSIBILITIES:
7. Completes assigned trainings in a timely manner.
8. Balances transactions and cash upon completion of assigned
shift.
9. Ensures proper documentation and accuracy of transactions.
Assists in maintaining branch logs and reports.
10. Assists in daily balancing of ATM, cash recyclers, vault,
teller cash, lobby coin machine, etc.
11. Attends meetings, seminars, and training as needed.
12. Participates in ongoing Customer Associate training in order to
advance to the Customer Associate I level within 3 months or less
from the date of hire.
13. Performs customer service duties which include: debit card
ordering and maintenance, online banking maintenance, Reg E
disputes, safe deposit box entries, and basic account and customer
maintenance.
14. Promotes the best interest of the Bank whenever and wherever
possible.
15. Performs all duties in accordance with prescribed regulatory
compliance guidelines.
PRODUCT PROMOTION REQUIREMENTS:
1. Maintains sufficient product knowledge to identify customer
needs.
2. Provide referrals to assist branch in meeting goals.
3. Actively participate in product promotion campaigns and customer
outreach initiatives.
4. Monitor individual training needs. Submit training requests
through Happenings when necessary.
5. At least 70% of individual referral goal must be met each month.
At least 80% of individual referral goals met each quarter.
SOX COMPLIANCE:
1. Comply with all SOX policies and procedures.
2. Assists Supervisors with day-to-day compliance with internal and
external controls.
3. Adhere to the Bank's policies and procedures in day to day
processing as well as informal monitoring and annual audits.
Inaccuracies in regards to fraudulent transactions, teller
differences, and any errors found in informal monitoring or annual
audits will be reflected on the employees annual performance
review. Multiple errors may result in further disciplinary action
which could include verbal and/or written warnings. Employee
termination could occur depending on the severity of the
mistake(s).
4. Report any changes in internal controls over financial reporting
to department manager or Executive Officer as they occur; ensure
process flows and procedures are kept current with the practices of
the department.
OTHER ACCOUNTABILITIES AND RESPONSIBILITIES
The above is a description of the ordinary duties of the position.
It should be expected that, from time to time, other duties both
related and unrelated to the above may be assigned, and therefore,
required.
Qualifications
POSITION REQUIREMENTS:
High school diploma or its equivalent. Three to six months previous
experience working in a customer service related position. Strong
math, organizational, customer service and communication skills.
Able to use a variety of office equipment including a computer
terminal. Must be able to work weekends as needed.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to
perform each essential duty satisfactorily. The requirements listed
above are representative of the knowledge, skill, and/or ability
required. Any physical demands or work conditions 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.
SUPERVISORY SCOPE: None
Keywords: SALISBURY BANK & TRUST CO, Boston , Customer Associate, Other , Boston, Massachusetts
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