On-Site Universal Banker I - Customer Experience & Growth

Lowell Five Bank; Chelmsford (MA); Sur place; USD 29 000 - 32 000; Plein temps

Résumé du poste

Lowell Five Bank in Chelmsford, MA is seeking a customer-focused Teller to handle lobby and drive-thru transactions and deliver exceptional service. You will balance cash, assist with vault/ATM tasks, and deepen product knowledge to advise customers.

You will educate clients on bank products, meet retention goals, and work with the Salesforce CRM. Flexibility in scheduling and location is required in a fast-paced community bank environment.

Qualifications

• High school diploma or equivalent required or preferred.
• Previous cash handling and customer service experience in a retail setting preferred.
• Customer focus with the ability to build and maintain relationships.
• Strong oral communication skills with concise, clear messaging.
• Highly detail-oriented with excellent organizational skills.
• Ability to problem solve and provide solutions to customer issues.
• Ability to multi-task and adapt to change.
• Knowledge of Microsoft Office Suite and basic computer skills.
• Flexibility in work schedule and location.
• May require lifting up to 25 pounds.

Responsabilités

• Processes customer transactions and payments within the lobby or drive-thru, including deposits, withdrawals, loan payments, check cashing, money orders, bank checks, and bonds.
• Balances cash drawer and transactions; assists in balancing the main vault and ATM as needed.
• Deepens knowledge of account types, products and services to advise customers and answer questions.
• Provides excellent customer service and resolves problems; escalates to branch management when appropriate.
• Educates customers about bank products and services to meet their needs and initiates referrals to team members.
• Meets individual goals for customer retention and deposit relationship growth; uses CRM (Salesforce) as requested.
• Learns and maintains knowledge of bank products and services; assists in training new staff.

Connaissances

Customer service

Cash handling

Communication

Detail-oriented

Problem solving

Multi-tasking

Microsoft Office

Flexibility

Formation

High school diploma or equivalent

Outils

Salesforce

Description du poste

Lowell Five Bank in Chelmsford, MA is seeking a customer-focused Teller to handle lobby and drive-thru transactions and deliver exceptional service. You will balance cash, assist with vault/ATM tasks, and deepen product knowledge to advise customers.

You will educate clients on bank products, meet retention goals, and work with the Salesforce CRM. Flexibility in scheduling and location is required in a fast-paced community bank environment.