Universal Banker (Customer Service Representative) - Flex/Travel

Queenstown Bank; Queenstown (MD); On-site; USD 28,000 - 32,000; Full time

Benefits offered by this job

Medical, Dental and Vision insurance

PTO starts at 3 weeks per calendar yr

12 paid holidays

401K with up to 4% company match

Tuition reimbursement

Employer-paid life insurance

Employer-paid disability insurance

Voluntary life and disability

Job summary

Queenstown Bank is seeking a Universal Banker (Customer Service Representative) to travel among our nine branches along Maryland’s Eastern Shore. The CSR will deliver exceptional service, open accounts, and support branch operations while meeting group goals.

The role requires at least a year of banking customer service, basic regulatory knowledge, and strong computer and interpersonal skills. Travel is required to serve customers across multiple branches.

Qualifications

• High school diploma or GED required.
• One year of banking customer service required.
• Knowledge of branch operations, products and services.
• Basic knowledge of state and federal banking regulations.
• Strong computer skills including Microsoft Office.
• Ability to work independently and as a team member.
• Detail oriented with good organizational and time management skills.
• Ability to apply good judgement and interpret procedures.

Responsibilities

• Develop relationships and understand customers’ financial needs to grow relationships.
• Open new accounts including checking, IRA, and CD; explain rates, fees and policies.
• Handle account servicing requests including stop payments, wires, dormant accounts, address changes, travel notices, research, and card orders.
• Educate customers on digital services and fraud solutions.
• Collaborate with colleagues to achieve branch goals and provide exceptional service.
• Support CSAs by processing customer transactions.
• Follow banking regulations and security procedures to protect customers and assets.
• Provide guidance to less experienced branch staff.
• Commit to branch goals and growth; adhere to policies.
• Adhere to safety and security policies and core values.
• Perform other duties as assigned.

Skills

Customer service

Teamwork

Attention to detail

Math skills

Time management

Judgement

Communication

Organizational skills

Problem solving

Education

High school diploma or GED

Tools

Microsoft Office

Database skills

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Universal Banker (Customer Service Representative) - Flex/Travel

Full Time Regular Clerical Operations, Queenstown, MD, US

4 days ago Requisition ID: 1113

Salary Range: $20.00 To $23.00 Hourly

Come Join a Team that is Working Together to Enhance the Lives of our Colleagues, Customers and the Community Every Day!

This Customer Service Representative (CSR) role will travel among our 9 branches along Maryland's Eastern Shore, within these counties: Queen Anne, Talbot, Dorchester and Caroline.

This position is responsible for delivering exceptional service, building and expanding strong relationships with our customers and supporting various operational needs of customers.

Duties and Responsibilities:

• Build relationships by developing trust and engaging in conversations to understand customers’ financial needs and uncovering opportunities to grow their relationships.
• Open a variety of new accounts for customers including checking, IRA’s, and CD’s; Providing information and answering questions regarding interest rates, fees, and bank policies.
• Handle account servicing requests including stop payment requests, wire transfers, dormant account reactivation, address changes, travel notifications, research, and ATM/Debit card orders.
• Educate customers on digital services to deepen their understanding of alternative service opportunities and fraud solutions.
• Work closely with colleagues throughout the bank to achieve branch goals and provide an exceptional customer experience.
• Support CSAs as needed by processing customer transactions.
• Follow all banking regulations, security and operational procedures to protect customers and bank assets.
• Make decisions when questionable items are presented for cashing.
• Provide support to less experienced branch staff members.
• Comply with and work toward branch goals to achieve or exceed branch growth potential.
• Adheres to Bank policies and procedures required by federal and state statutes, laws and regulatory rules.
• Adheres to Company’s Safety and Security Policies and Procedures.
• Adheres to Company’s behavioral standards and Core Values, which are Trust, Customer. Commitment, Teamwork, Excellence and Performance.
• Performs other duties as assigned by management.

Qualifications (Knowledge, Skills, Abilities, Education and Experience):

• High school diploma or GED.
• One year of banking customer service required.
• Demonstrated understanding of branch operation activities, terminology, products, and services
• Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
• Strong computer skills to include database and Microsoft Office.
• Ability to work independently and as a team member.
• Detail oriented.
• Basic math skills to include the ability to calculate interest and balance accounts.
• Good organizational and time management skills.
• Ability to apply good judgement to carry out instructions, interpret documents, understand procedures, write reports and correspondence.

Physical Demands and Work Environment:

• Mobility sufficient to perform activities required of position, including travel to branch locations
• Manual dexterity for the functional operation of office equipment, such as computers, calculators, etc.
• Ability to actively engage in necessary communications with internal and external customers.

Company Benefit Offerings for eligible employees:

• Medical, Dental and Vision insurance offered 1 st of the month following 30 days of employment
• Paid Time Off (PTO) starts at 3 weeks per calendar year (prorated for new hires based on start date)
• 12 Paid Holidays (including Birthday)
• 401K retirement plan with up to a 4% Company match and immediate vesting
• Tuition Reimbursement
• Employer paid life insurance
• Employer paid disability insurance
• Voluntary life and disability insurance
• Employee Assistance Program
• Employee Discounts and Perks

Compensation:

• The posted pay range for this position reflects a good faith estimate.
• The posted pay range includes a $1.00 per hour Flex stipend for travel.
• Actual compensation offered may vary based on factors such as relevant experience, skills, internal equity, tenure, performance and location.

Queenstown Bank is an Equal Opportunity Employer, including protected Veterans and individuals with Disabilities. Queenstown Bank is an E-Verify participant.