Banking Customer Experience Specialist

Bar Harbor Bankshares; Lisbon (NH); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Competitive pay

Referral incentives

Employee stock purchase plan

Insurance: medical/dental/vision/life

Paid holidays

401(k) plan

Paid vacation & sick time

Wellness program

Continuing education benefits

Job summary

Bar Harbor Bank & Trust in Lisbon, New Hampshire is seeking a Customer Service Representative to be the first point of contact for customers. This full-time role involves helping clients with their day-to-day financial needs and building trusted relationships.

You will assist with identifying financial needs, processing transactions, and referring customers to loans, trusts, investments, insurance and other services. A friendly demeanor, reliability and basic Windows knowledge are essential.

Qualifications

• Role focuses on obtaining general banking knowledge and mastering routine transactions, including account opening.
• Interest and experience in customer service and a working knowledge of Windows are essential.

Responsibilities

• Assist customers in identifying their financial needs and contribute toward the success of the company by recommending additional products and services.
• Recognize and seize opportunities to make referrals for loans, trusts, investments, insurance, and other exceptional services offered by the bank.
• Gain an understanding of the banking industry and begin to contribute toward meeting branch goals in a variety of categories, including deposits and loans.
• Build trusting relationships with individuals in the communities we serve.
• Be an active participant in, and advocate for, community growth and prosperity.
• Process transactions for customers in a prompt, efficient, courteous and professional manner.
• Provide exceptional customer service, reach effective resolutions, and follow through with customers for all inquiries.

Skills

Customer service

Referral sales

Cash handling

Community engagement

Tools

Windows OS

Job description

Bar Harbor Bank & Trust in Lisbon, New Hampshire is seeking a Customer Service Representative to be the first point of contact for customers. This full-time role involves helping clients with their day-to-day financial needs and building trusted relationships.

You will assist with identifying financial needs, processing transactions, and referring customers to loans, trusts, investments, insurance and other services. A friendly demeanor, reliability and basic Windows knowledge are essential.