Customer Experience Banker

Socket.dev; Winchendon (MA); On-site; USD 38,000 - 52,000; Full time

Job summary

Cornerstone Bank is seeking a Customer Relations Specialist to deliver exceptional service to customers while supporting branch operations. You will handle a wide range of customer transactions and ensure compliance with policies and regulations.

The role emphasizes building trusted relationships, understanding customer needs, and guiding customers to achieve financial goals. You will support daily branch operations and strive for accuracy and customer satisfaction.

Qualifications

• Demonstrated customer service skills
• Must be comfortable performing basic math calculations
• Attention to detail; ability to multi-task
• Strong verbal and written communication skills; possesses professional communication ability including active listening
• Strong interpersonal skills and ability to deal with customers under circumstances requiring tact and diplomacy
• Excellent organizational skills
• Capable of handling sensitive and confidential situations and documentation
• Must be available to work extended and/or weekend hours and attend training as needed
• Must be able to use various types of office equipment, including computer terminal

Responsibilities

• Provides efficient, effective and courteous customer service.
• Performs a variety of transactions to service the customer, including processing deposits, withdrawals, payments, night drop bags, check cashing, etc.
• In addition to cash handling responsibilities and teller functions, handles more complex inquiries; including opening and closing accounts, performs account maintenance and hands customer inquiries.
• Maintains updated knowledge of Bank's products and services and builds trust with customers by identifying financial goals through established customer experience processes and proactively provides active and guidance to customers to help them meet their goals.
• Follow-up with customers as outlined in the customer experience processes. Works within the established framework to achieve branch targets.
• Ensures the accuracy of activities. Balances transactions and cash at the end of the day and participates in the branch settlement.
• Ensures that transactions are processed and the proper documentation is completed in compliance with applicable laws and regulations, ie. Reg CC and The Bank Secrecy Act, etc.
• Assist in operational and administrative activities of the branch including opening, closing, balancing ATM, mail deliveries and other general customer inquiries.
• Perform all duties in accordance with prescribed regulatory compliance guidelines and as directed by management.
• Other related duties as requested.

Skills

Customer service

Attention to detail

Multi-tasking

Verbal and written communication

Interpersonal skills

Organizational skills

Discretion / handling confidential

Flexibility for weekend hours

Basic math

Education

High School Diploma or equivalent

Banking or retail cash handling / customer service experience

Job description

Cornerstone Bank is seeking a Customer Relations Specialist to deliver exceptional service to customers while supporting branch operations. You will handle a wide range of customer transactions and ensure compliance with policies and regulations.

The role emphasizes building trusted relationships, understanding customer needs, and guiding customers to achieve financial goals. You will support daily branch operations and strive for accuracy and customer satisfaction.