CUSTOMER SERVICE OFFICER

Position General Responsibilities: This position is responsible for the administration and branch oversight in regards to Teller & CSR staff and functions of the customer service area.
It requires extensive product knowledge to support frequent customer contact in the development of new business through the servicing of requests, calling on existing customers, identification and calling on potential customers, and representing the Bank in community activities.
Basic Qualifications: Strong commitment to providing exceptional customer service.
Effective interpersonal skills to work well with internal/external customers.
High School diploma or equivalency.
Typing and ten-key proficiency.
Previous computer experience.
Excellent communication skills.
Required: Previous Bank Operations knowledge and skills.
1-2 years previous financial institution/customer service experience.
Previous experience using ITI/BPM Platforms.
Dimension of Job: The position requires a thorough knowledge of all types of accounts, services and products offered and sold.
The Customer Service Officer will have extensive in-person and telephone contact and is to conduct relationships in a manner that will enhance the professional, community focused and overall marketing effort of the Bank.
The position will also require coordination of day-to-day operations and procedures with the Miles City Operations and Assistant Operations Officer along with coordinating with Haynes Teller Supervisor to insure superior customer service and adherence with policies and procedures.
Position Specific Responsibilities, Duties and Competencies 1.
New Accounts/Sales/Service: Maintain an extensive knowledge of deposits, loan and on-deposit services offered by Stockman Bank by studying product information, bulletins, regulations and updates.
Attend periodic training sessions and stay abreast of new procedures, marketing techniques, rules and regulations.
Sell multiple financial products and services to new and existing customers by assessing customer needs and determining which financial services can best satisfy those needs.
Products/services include, but are not limited to: * DDA/MMA Accounts * Safe Deposit Boxes * IRA’s * Trusts * SAV Accounts * Direct Deposit Enrollment * ATM Cards * Wire Transfers * Credit Cards * Fraud Control Spot sales opportunities and cross-sell other Bank services as they arise.
Refer potential clients to the Investment Center.
Help to train and mentor Haynes branch CSRs.
New Accounts/Sales/Service: Maintain an extensive knowledge of deposits services offered by studying product information, bulletins, regulations and updates.
Attend periodic training sessions and stay abreast of new procedures, marketing techniques, rules and regulations.
Open accounts, be CSR back-up by promoting multiple financial products and services to new and existing customers by assessing customer needs and determining which financial services can best satisfy those needs.
Products include but are not limited to: * Deposit Accounts * Safe Deposit Boxes * CD’s/IRA’s * Trusts * Savings Accounts * Direct Deposit Enrollment * ATM Cards * Wire Transfers * Debit/Credit Cards Spot sales opportunities and cross-sell other Bank services as they arise.
Refer potential clients to the Investment Center.
Teller Functions: Assist teller supervisor when need to ensure that customer service and quality standards are consistently maintained in the teller department.
If teller supervisor/vault teller is gone, be available to be vault teller.
For full description, which includes physical mental demands please see attachment.