Description
Under the direction of the Branch Manager, the Consumer Banking Assistant (CBA) is responsible for assisting customers in the full range of consumer account questions, operations, processes and transactions.
*This role is based out of our Stevens Point branch with an expectation to travel to other locations as needed*
Requirements
- High School Diploma or equivalent
- 3-5 years customer experience preferred; relevant customer service experience, or equivalent education and experience of banking and customer service policies and procedures.
- Proficient computer skills and experience with Microsoft, Excel, Word, and other products.
- Strong communication skills as evident by ability to interact face-to-face, over the telephone, via email, and written communications to coworkers and customers.
- Successful accomplishment of the specified performance objectives as outlined for the job by the department and/or Bank management, as applicable to the CBA position.
- Ability to manage multiple tasks simultaneously in a fast-paced environment.
- Demonstrates key competencies such as attention to detail, general Math skills, integrity, customer service skills, accuracy, flexibility, and documentation skills.
Summary
- Creates a fantastic customer service experience by assisting customers with a full range of activities pertaining to the opening and closing of accounts, questions on accounts, and all correspondence of issues and concerns on customer accounts.
- Responsible for the satisfaction and education of customers in all aspects of their checking, savings, CD, HSA and other accounts, online banking, loan correspondence, contacting of account concerns, and customer services.
- Back Up to tellers with day-to-day transactions and customer inquiries, as necessary, increasing location productivity and customer satisfaction.
- Maintain customer relations and comfort through constant contact and security with account information, concerns, and other correspondence.
- Develop knowledge of Bank products and services.