Customer Service Representative jobs at Bar Harbor Bank & Trust - 133 jobs
Customer Service Representative- Plymouth, NH
Bar Harbor Bankshares 3.2
Customer service representative job at Bar Harbor Bank & Trust
As the first point of contact for our customers, the CustomerServiceRepresentative is critical to Bar Harbor Bank & Trust's success. CustomerServiceRepresentatives truly make a difference in our customers' lives by supporting them with their day to day financial needs and building trusted relationships. We know our employees work hard, so we strive to make sure you're supported, appreciated and rewarded for your contributions. If you thrive in a fast-paced, collaborative and engaging environment, consider our current, 40 hours per week opening for a CustomerServiceRepresentative in our Plymouth, New Hampshire location.
In a CustomerServiceRepresentative role, you can expect to:
* 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 customerservice, reach effective resolutions, and follow through with customers for all inquiries.
This role focuses on obtaining general banking knowledge and mastering routine transactions, to include account opening. An interest and experience in customerservice and a working knowledge of Windows are essential for this position.
Customerservice experience and a working knowledge of Windows are essential for this position. An individual who enjoys being part of a fast paced, team environment will be best matched for this position.
Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran.
EEO is the law English - *****************************************************************
EEO is the law Spanish - ***************************************************************
EEO is the Law Poster Supplement - ************************************************************************************************
Pay Transparency - *******************************************************************************************
$33k-37k yearly est. 8d ago
Looking for a job?
Let Zippia find it for you.
Customer Service Representative- Woodsville, NH
Bar Harbor Bankshares 3.2
Customer service representative job at Bar Harbor Bank & Trust
As the first point of contact for our customers, the CustomerServiceRepresentative is critical to Bar Harbor Bank & Trust's success. CustomerServiceRepresentatives truly make a difference in our customers' lives by supporting them with their day to day financial needs and building trusted relationships. We know our employees work hard, so we strive to make sure you're supported, appreciated and rewarded for your contributions. If you thrive in a fast-paced, collaborative and engaging environment, consider our current, 40 hours per week opening for a CustomerServiceRepresentative in our Walmart- Woodsville, New Hampshire location.
In a CustomerServiceRepresentative role, you can expect to:
* 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 customerservice, reach effective resolutions, and follow through with customers for all inquiries.
This role focuses on obtaining general banking knowledge and mastering routine transactions, to include account opening. An interest and experience in customerservice and a working knowledge of Windows are essential for this position.
Customerservice experience and a working knowledge of Windows are essential for this position. An individual who enjoys being part of a fast paced, team environment will be best matched for this position.
Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran.
EEO is the law English - *****************************************************************
EEO is the law Spanish - ***************************************************************
EEO is the Law Poster Supplement - ************************************************************************************************
Pay Transparency - *******************************************************************************************
$33k-37k yearly est. 8d ago
Customer Asset Specialist
IAA 4.1
Clinton, ME jobs
IAA is seeking a Customer Asset (Inventory) Specialist to join our team in office in Clinton, ME!
The Inventory Specialist addresses all customer inquiries under the direction of the Office Supervisor, including all clerical duties needed in the office, and maintain clear proactive processes during the life cycle of a Financial, Fleet, or Rental Sourced vehicle. Role will focus on cycle time reduction and effective internal communication of next step items needed to process a vehicle for sale.
This role is a Hybrid role requiring up to 3 days in office out our facility in Clinton, ME upon the completion of in office training.
Responsibilities
Provide a variety of customer support services through email, mail, telephone, and direct personal contact.
Responsible for review of asset situation and recommend next steps
Accountable for informing & and monitoring the customers SLA Terms & Conditions to operations
mediate complex logistics issues, requiring the ability to communicate clearly and directly
Coordinate with other departments to ensure customer satisfaction.
Process orders and assignments.
Enter data into computer systems.
Reference pricing and delivery information.
Perform computer processing assignments
Respond to customer questions, complaints, and requests.
Set up new records and maintain existing records.
Process all necessary title paperwork in preparation for auction day
Other duties as assigned to meet business needs.
Qualifications
Ability to analyze statistical and performance data, develop management summary reports, and proactively develop action plans.
Extremely detail-oriented, organized, methodical, quality-conscious, and customer-centric, with a reputation for superb follow-through.
Ability to learn quickly and work in a fast-paced environment.
Excellent oral and written communication skills.
Ability to listen & empathize with the customer, working with them to try to resolve any issues.
Ability to work independently and within a team environment.
Ability to work within project timelines, establish priorities, and meet milestones and deliverables.
Must be innovative, results/detail-oriented, and a team player.
Demonstrates a high level of integrity and ethics; makes sound decisions in a dynamic and fast-paced business environment.
Education and Preferred Skills:
High School diploma or equivalent experience required.
1-2 years of customerservice or related experience preferred.
Experience with Microsoft Office, strong Excel skills required.
Experience with Five9 and Salesforce is a plus.
$30k-39k yearly est. 1d ago
Remote Customer Service Rep
Globe Life 4.6
New Hampshire jobs
Are you looking for a fast-paced job that will allow you to utilize your superior customerservice skills in a rewarding environment? We would love for you to become a respected member of our team! As a valued customerservicerepresentative, you will be the first line of communication for our customers and will become the trusted face of our company. Earn monetary rewards and prizes as you help drive yourself and your team to successfully meet monthly, quarterly and annual sales goals. Experience the excitement of fostering team unity as you work closely with management and fellow employees to nurture trust and build rapport with our customers.
Job Responsibilities
Interact with customers by answering phone calls promptly, and meeting with customers in person as needed.
Resolve complaints and customer problems in an efficient and friendly manner with the primary goal of satisfying their needs and continuing to earn their business.
Perform basic billing duties, including completing customer transactions, issuing refunds as needed, researching past billing discrepancies and taking care of product exchanges.
Generate new sales
Provide customers with status reports on applications.
Update customer databases, including contact details, past complaints and resolutions, billing information, and auto-shipment enrollment.
Meet weekly, monthly and annual goals for call volume, customer satisfaction, sales and rapid response times.
Analyze and set personal and departmental performance goals designed to improve customer satisfaction. Assist management in coming up with attractive incentives and rewards for superior performance.
Participate in weekly interdepartmental meetings and prepare to report on any customer issues that came up during the week and how they were resolved.
Job Skills & Qualifications
High school diploma or equivalent
Ability to comfortably sit for long periods of time
Attention to details
Strong interpersonal skills
$29k-33k yearly est. 60d+ ago
Customer Service Representative
Community Financial System, Inc. 4.3
Hardwick, VT jobs
Job Description
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
A CustomerServiceRepresentative (CSR) is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor. This position must be able to adapt well in the face of workplace stressors such as customersservice complaints. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.
Provide quality customerservice and a positive banking experience by handling financial transactions (i.e. opening of accounts) with a professional attitude
Determine customer needs, explain and sell products and services
Participate in branch prospecting efforts
Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
Serve as a liaison between customer and operational areas
May provide back up to the teller line as needed
Ability to understand directions and adhere to established policy and procedures
Able to remain focused
Other related duties as assigned or directed
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner
As an integral member of the Branch, this position is also responsible to provide assistance wherever necessary to help the Branch and the Bank in achieving their annual goals
May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels
Qualifications
Education, Training and Requirements:
High School Diploma or GED
Internal product and services knowledge
Accurate and proficient math skills
Professional and friendly interpersonal communications skills
Proficient computer skills
Clear thinking and ability to stay focused
Thorough knowledge of bank products and services
Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility
Two (2) years of bank and/or customerservice normally required
All applicants must be 18 years of age or older
$26k-31k yearly est. 27d ago
Call In Customer Service Rep Teller Support Specialist
Community Financial System, Inc. 4.3
Hardwick, VT jobs
Job Description
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
A Call-In Customer Support Representative (CSR)/Teller Support Specialist has the convenience of a flexible schedule without standard hours and will work in various branch offices. This position is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor and the teller line. The person in this position will routinely move between the customerservice desk and teller line as needed. A CSR/Teller Support Specialist must be able to adapt well in the face of workplace stressors such as customerservice complaints. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.
Routinely provide quality customerservice and a positive banking experience by handling financial transactions (i.e. opening of accounts, cashing checks, etc.) with a professional attitude on both the teller line and platform
Determine customer needs, explain and sell products and services
Telephone customers to schedule sales appointments and promote products
Participate in branch prospecting efforts
Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
Serve as a liaison between customer and operational areas
Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
Ability to understand directions and adhere to established policy and procedures
Able to remain focused
Other related duties as assigned or directed
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner
Qualifications
Education/Training and Requirements:
High School Diploma or GED required
Internal product knowledge and teller training
Accurate and proficient math
Documentation skills with attention to detail
Excellent interpersonal and communication skills
Clear thinking and ability to stay focused
Must be able to consistently demonstrate the Company's core values: a strong work ethics, integrity, respect for others, responsibility, transparency and humility
Two (2) years of bank and/or customerservice normally required
All applicants must be 18 years of age or older
Travel is required to surrounding branches as needed
$26k-31k yearly est. 27d ago
Relationship Banking Representative
Community Financial System, Inc. 4.3
Bradford, VT jobs
Job Description
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
A Relationship Banking Representative is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customerservice desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.
Routinely provide quality customerservice and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism
Determine customer needs, explain and sell products and services
Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience
Telephone customers to schedule sales appointments and promote products suitable to the customer's needs
Participate in branch prospecting efforts and sales initiatives
Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
Serve as a liaison between customer and operational areas
Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
Ability to understand directions and adhere to established policy and procedures
Able to remain focused and organized to successfully complete responsibilities
Actively participate in branch meetings and training to enhance knowledge and development of skills
Other related duties as assigned or directed
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.
May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels
Qualifications
Education, Training and Skills Requirements:
High School Diploma or GED required
Excellent interpersonal and communication skills
Accurate and proficient math skills
Documentation skills with attention to detail
Clear thinking and ability to remain focused
Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence
Internal product knowledge and teller training (provided after hire)
Experience/Other:
Two (2) years of customerservice and/or banking normally required
All applicants must be 18 years of age or older.
$37k-44k yearly est. 27d ago
Customer Service Representative
Concord General Mutual Insurance Company 4.5
Bedford, NH jobs
As a CustomerServiceRepresentative, you will provide exceptional service to our agency partners and policyholders by developing, and maintaining, deep knowledge of our products, systems and services in order to effectively respond to their daily inquiries and communications. This critical resource serves as a mentor to junior team members, and maintains broad visibility across the company in order to develop and deliver top-quality service standards. Success in this role provides extensive career path opportunity throughout the organization.
Responsibilities
Responsible for servicing agents and policyholders with information relating to policies including bills, payments, coverage information, etc.
Handle an average of 35-45 inbound phone calls per day, and be responsible for end-to-end call resolution.
Respond to agency partners and policyholders through chats, emails, and telephone calls.
Educate agents and policyholders to manage their accounts on our customer website.
Investigate and resolve payment inquiries.
Process and mail underwriting notices.
Create policyholder and agency correspondence.
Other duties as assigned.
Requirements
High school diploma or equivalent required, undergraduate college degree strongly preferred
Ability to build rapport with agents, policyholders and team members
Excellent communication, interpersonal, and problem-solving skills
Must be dependable, reliable, and possess an energetic and positive attitude
Proficiency in Microsoft Office suite of products, including Word and Excel
Benefits
At The Concord Group, we're proud to offer a comprehensive benefits package designed to support the wellbeing of our associates. This includes medical, vision, dental, life insurance, disability insurance, and a generous paid time off program for vacation, personal, sick time, and holiday pay. Additional benefits include parental leave, adoption assistance, fertility treatment assistance, a competitive 401(k) plan with company match, gym member/fitness class reimbursement, and additional resources and programs that encourage professional growth and overall wellness.
Why Concord Group Insurance
Since 1928, The Concord Group has been protecting families and small businesses across New England with trusted, personal insurance solutions. The Concord Group is a member of The Auto Owners Group of Companies and is recognized as a leading insurance provider through the independent agency system. Rated A+ (Superior) by AM Best, the company is represented by more than 550 of the best local independent agents throughout Maine, Massachusetts, New Hampshire, and Vermont.
At Concord Group, we believe in more than just insurance, we believe in our people. Our associates thrive in a supportive, collaborative workplace where community involvement, professional growth, and shared values drives everything we do.
Starting your career with The Concord Group means joining a team that values people first and gives you the opportunity to grow, give back, and make a lasting difference in the lives of those we serve.
Compensation
We are dedicated to fair and competitive total compensation package that supports the wellbeing and success of our associates. In addition to this, we offer other components like bonus opportunities.
Equal Employment Opportunity
The Concord Group is an equal opportunity employer and hires, transfers, and promotes based on ability, without consideration of disability, age, sex, race, color, religion, height, weight, marital status, sexual orientation, gender identity or national origin, or any factor contrary to federal, state, or local law.
The Concord Group participates in E-Verify.
$28k-33k yearly est. Auto-Apply 33d ago
Treasury and Business Services Officer II
Mascoma Bank 3.6
Burlington, VT jobs
We are looking for a Treasury & Business Services Officer II to join our Retail team in Chittenden County.
The Treasury & Business Services (TBS) Officer II is responsible for effectively selling the Bank's depository and treasury management services to existing and prospective clients, either in conjunction with Relationship Managers or on an individual basis, achieving deposit and fee income goals. This person will also focus on customer retention efforts by providing a superior level of relationship management and customerservice.
The TBS Officer II will be expected to prepare sales presentations, explain services offered, and recommend services which would benefit clients. They identify opportunities to cross-sell other products and services. The TBS officer II will continuously keep track of market data and intel, and communicate it regularly with team members, business partners, and management. They will continue their own learning and development within the treasury space and disseminate the information to their team.
Requirements
Achieve/exceed key objectives and goals in business development, client retention, deposit growth, portfolio quality, fee income, cross sales, referrals, client satisfaction, and knowledge of comprehensive treasury and cash management solutions.
Call on new and existing commercial and municipal clients to develop and close treasury and cash management sales business.
Develop and present treasury management sales proposals and pricing proformas for prospective and existing clients to further develop and strengthen business relationships.
Conduct annual treasury and cash management reviews and risk assessments for top tier commercial and municipal clients.
Maintain up to date and thorough knowledge of treasury sales programs, products, and services, as well as applicable federal and state regulatory and compliance requirements.
Serve as the internal Bank expert treasury management products, services, and trends and delivers internal presentations to team and management
Actively participates in sales meetings, joint call planning and prospect development, in partnership with region's commercial lending, wealth management and branch calling officers.
Prepare contracts and implementation documentation, in accordance with all account opening, account ownership verification and cash management services set-up processes; reviews and checks documents for completeness, accuracy and conformance with applicable rules/regulations and procedural requirements.
Provides an exceptional level of quality service for internal and external customers.
Adheres to and upholds all written policies and procedures of the Bank, including BSA/CIP and OFAC monitoring and reporting, security, operation, and personnel policies
Location: This is a hybrid role based out of Burlington, Vermont.
What You Bring
Bachelor's degree, or equivalent work experience
10 or more years of sales experience in the commercial banking industry
Expert sales and new business development skills
Excellent customerservice/relations skills
History of meeting and exceeding deposit and revenue goals
CTP strongly preferred
Proven ability to develop and maintain open, professional, positive, and productive relationships; demonstrate cooperative behavior with management, business partners, customers, and coworkers, and work effectively as a team member.
Strong ability to maintain and manage personal composure when confronted with a difficult situation and/or customer, with the ability to provide information, data, advice, and solutions, as well as gain trust and respect.
Excellent listening, verbal, written and business communication skills, delivered in person, via phone or email, including effective questioning strategies, and negotiations skills.
Demonstrated organizational and time management skills with the ability to effectively multitask, complete assignments and meet deadlines in a timely manner.
Ability to work independently, under limited direction/supervision, exercising independent judgment, referencing available resources, and demonstrating a high level of accuracy and attention to detail.
Advanced PC experience using MS Office products (Word, Excel, Outlook, Adobe), with the ability to adapt to learn and support new products and technologies quickly.
Must maintain confidentiality and privacy
Professional appearance; grooming and dress consistent with MB appearance policy
If you are interested in the role and do not meet 100% of the requirements, we are still interested in hearing from you!
Why Mascoma Bank?
Strong culture of belonging with a team that values creativity, new perspectives, and innovation.
Community first minded. We care about our employees and the communities we serve.
Competitive compensation.
Flexible work environment with onsite, remote and hybrid opportunities.
Career development and internal career mentorship.
Comprehensive health care, dental care, and vision.
401(K) Program: 4% safe harbor employer match on top of 5% non-elective contributions following one year of service.
Generous PTO starting at 22 days per year, not including 11 paid holidays and 16 hrs. of Volunteer Time Off.
Tuition Reimbursement.
Student Loan Paydown and so much more!
Background and Credit Check
As part of our commitment to maintaining a secure financial institution, all final candidates will be required to successfully complete background and credit screenings as part of the hiring process. These screenings will be conducted in accordance with applicable laws and industry regulations.
Please note: Having a record on a background or credit report does not automatically disqualify you. We evaluate results on a case-by-case basis, considering their relevance to the role and any regulatory requirements.
Our Commitment to Belonging!
The communities served by Mascoma Bank consist of individuals from diverse backgrounds. Our employees likewise bring unique perspectives, experiences, and approaches to the bank. We strive to create a safe and welcoming environment for all who pass through our doors and a workplace that actively demonstrates mutual respect and trust, one of our core values. A truly inclusive culture leads to a sense of belonging and support for all team members and inspires innovation and creativity. We are committed to recruiting and retaining a diverse talent pool, increasing team member engagement through professional development and community outreach activities, and offering personal growth workshops and team-building opportunities. By embracing diversity, equity, and inclusion, we strengthen our communities and ourselves.
Mascoma Bank is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, ethnicity, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, veteran status, status as an individual with a disability, or other applicable legally protected characteristics. To request reasonable accommodations, please contact ***********************.
Mascoma Bank is an Affirmative Action and Equal Opportunity Employer, M/F/D/V.
Salary Description $82,237 - $106,908
$82.2k-106.9k yearly 60d+ ago
Customer Service Representative
Kennebec Savings Bank 3.3
Winthrop, ME jobs
This position is responsible for accurately and courteously meeting new and existing customer account needs; performing all new account opening and account maintenance; maintaining and processing teller transactions; actively supporting and cross-selling Bank products/services; and maintaining accurate cash and transaction records.
KEY RESPONSIBILITIES:
Customer account services: Provide account services to Bank customers. Open new checking, savings, certificate of deposit, IRA CDs and IRA savings accounts, HSA checking and savings accounts, safe deposit boxes, notarizing documents, and any other new account service take applications for ATM/debit cards, issue debit cards, order customer checks, follow up on new account openings, all following established Bank policies and procedures. Perform general account maintenance as necessary. Assist customers with certificate of deposit maturities (renewals, reinvestments, redemptions, etc.). Comply with all Bank and branch policies and procedures concerning customer accounts. Respond to customer inquiries and resolve customer account problems; refer to Branch Manager as needed for more complex business account openings. Act as liaison between customer and other Bank departments as necessary to address account issues.
Comply with all applicable Federal and State banking regulations and all Bank and branch operating and security policies and procedures.
Meet or exceed established objectives and standards for customerservicerepresentative performance.
Customer transactions: Provide prompt, courteous and efficient service to branch customers as needed. Process customer teller or account transactions as needed. Accurately settle own cash drawer and processed work in adherence to Brank performance standards and established procedures. Maintain daily work in good order. Respond to customer inquiries; refer to appropriate branch or other Bank personnel as appropriate. Refer complex issues or problems to the Head Teller or Branch Manager.
Support Bank products/services: Maintain knowledge of current KSB products and services. Actively utilize as many Bank products and services as possible in order to fully understand their features and benefits and to be able to communicate effectively with customers and prospective customers.
Talk to customers and listen for “cues and clues” to determine needs; respond to customer inquiries and evaluate their needs; encourage the use of and explain Bank products/services to customers to meet their needs; establish accounts with new and existing customers through cross-selling efforts; make referrals to other Bank business lines as appropriate.
Participate in the Bank's cross-selling programs and accurately maintain all required sales records.
Branch operations: Open and close the branch in accordance with established procedures and in conjunction with rotation schedule. Accurately record paperwork relating to new accounts, etc. in adherence to Bank performance standards. Maintain daily work in good order.
Branch back-up: Perform other branch functions as assigned to meet customer or operational needs, including working at other branches.
Community/public relations: Actively participate in community organizations and events. Represent the Bank in the community.
Other duties: Demonstrate reliable attendance and punctuality. Work at other Bank branches as needed for customerservice, operational, or training purposes. Attend and participate in Bank meetings. Attend internal and external training to improve skills and knowledge relevant to the customerservicerepresentative position.
Understand and fully comply with Kennebec Savings Bank's
Core Values
.
Perform other duties as required.
POSITIONS REPORTING TO THIS POSITION:
· None
Requirements
EDUCATION/EXPERIENCE REQUIRED:
Bachelor's degree or equivalent work experience.
1 to 3 years' branch banking experience as a teller/head teller and customerservicerepresentative OR other customerservice experience
Computer literate, with specific experience in word processing and spreadsheet applications.
OTHER REQUIREMENTS:
Must be able to lift cash boxes and cash bags of approximately 20 pounds.
Must be able to distinguish between various denominations of coin and currency.
Must be able to operate vault combinations.
Must be able to read and work with computer print-out reports.
Must be able to stand or sit for extended periods of time while waiting on customers.
Must be able to spend extended periods of time operating a computer keyboard and working at a computer monitor.
Must be able use the telephone to converse with customers for extended periods of time; must be able to communicate clearly by telephone; must have good listening ability and skills.
Must be able to prioritize and organize work flow; must have good attention to detail; must be able to handle multiple jobs.
Must have the ability to think through a problem, following proper steps in finding resolution.
Must have a high degree of ethics and maintain confidentiality of customers and accounts.
Must be friendly, courteous and sensitive to the needs of customers and coworkers.
$28k-34k yearly est. 11d ago
Customer Service Representative
Kennebec Savings Bank 3.3
Waterville, ME jobs
Requirements
EDUCATION/EXPERIENCE REQUIRED:
Bachelor's degree or equivalent work experience.
1 to 3 years' branch banking experience as a teller/head teller and customerservicerepresentative OR other customerservice experience
Computer literate, with specific experience in word processing and spreadsheet applications.
OTHER REQUIREMENTS:
Must be able to lift cash boxes and cash bags of approximately 20 pounds.
Must be able to distinguish between various denominations of coin and currency.
Must be able to operate vault combinations.
Must be able to read and work with computer print-out reports.
Must be able to stand or sit for extended periods of time while waiting on customers.
Must be able to spend extended periods of time operating a computer keyboard and working at a computer monitor.
Must be able use the telephone to converse with customers for extended periods of time; must be able to communicate clearly by telephone; must have good listening ability and skills.
Must be able to prioritize and organize work flow; must have good attention to detail; must be able to handle multiple jobs.
Must have the ability to think through a problem, following proper steps in finding resolution.
Must have a high degree of ethics and maintain confidentiality of customers and accounts.
Must be friendly, courteous and sensitive to the needs of customers and coworkers.
$28k-34k yearly est. 5d ago
Call Center Specialist (Multiple Openings)
Camden National Corporation 3.5
Berlin, NH jobs
Live here. Play here. Bank here. Work here. If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place. Get to know us: * We're your local community bank-and have been since 1875-that is committed to providing excellent customerservice and giving back to our communities.
* We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard.
* Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization.
* We've been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being.
__________________________________________________________________________________________________
We want to get to know you:
Are you looking to expand your banking experience or ready to transfer your customerservice skills into a new industry? If any of the below ring true for you, the Customer Care Specialist role may be a perfect fit for you!
* Are you passionate about helping others and providing exceptional customerservice to a variety of customers over the phone?
* Are you looking for variety in your day-to-day and thrive at multi-tasking?
* Are you tech-savvy and have excellent attention to detail in a fast-paced environment?
* Are you someone who enjoys problem-solving and providing timely resolutions while maintaining a positive attitude?
* Are you looking to work on a highly engaged team who likes to have fun?
* Are you looking to join an organization that invests in its employees and offers ongoing training for the job that sets you up for success?
* Have you been searching for a company that rewards high performers, offers cross-training, and prioritizes promoting from within?
If so, we are seeking an individual eager to join our team as a Customer Care Specialist!
No previous banking experience is required, we will train you!
Are you motivated by a position where you can:
* Provide smart friendly customerservice to customers over the phone,
* Assist customers with their banking needs and maintain a knowledge of a variety of bank products and procedures,
* Navigate multiple computer systems, multi-task, and document outcomes during and after calls,
* Collaborate with other departments across the bank to assist with customer's needs and solve problems and,
* Offer advice to our customers to deepen their relationships.
If you're eager to take initiative and bring a positive attitude, we invite you to transfer your skills and become a part of our team!
________________________________________________________
Our comprehensive total rewards package offers something for everyone!
* Robust medical, dental, and vision insurance packages
* Generous time off, including paid federal holidays and paid day off for your birthday
* 401(k) retirement savings plan
* Tuition reimbursement, professional development, and career growth opportunities
* Employee assistance program
* Comprehensive wellness program
Pursue a career at Camden National Bank and apply today. We can't wait to hear from you!
_____________________________________________________________________
We are guided and inspired by our Core Values:
* Honest and Integrity above all else
* Trust built on fairness
* Service that creates remarkable experiences
* Responsibility to use our resources for the greater good
* Excellence through hard work and lifelong learning
* Diversity realized through inclusion and respect
Equal Opportunity Employer
Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status.
Learn more about why employees love working at Camden National Bank!
$29k-32k yearly est. Auto-Apply 36d ago
Treasury and Business Services Officer II
Mascoma Bank 3.6
Keene, NH jobs
Full-time Description
We are looking for a Treasury & Business Services Officer II to join our Retail team in Southern New Hampshire.
The Treasury & Business Services (TBS) Officer II is responsible for effectively selling the Bank's depository and treasury management services to existing and prospective clients, either in conjunction with Relationship Managers or on an individual basis, achieving deposit and fee income goals. This person will also focus on customer retention efforts by providing a superior level of relationship management and customerservice.
The TBS Officer II will be expected to prepare sales presentations, explain services offered, and recommend services which would benefit clients. They identify opportunities to cross-sell other products and services. The TBS officer II will continuously keep track of market data and intel, and communicate it regularly with team members, business partners, and management. They will continue their own learning and development within the treasury space and disseminate the information to their team.
Requirements
Achieve/exceed key objectives and goals in business development, client retention, deposit growth, portfolio quality, fee income, cross sales, referrals, client satisfaction, and knowledge of comprehensive treasury and cash management solutions.
Call on new and existing commercial and municipal clients to develop and close treasury and cash management sales business.
Develop and present treasury management sales proposals and pricing proformas for prospective and existing clients to further develop and strengthen business relationships.
Conduct annual treasury and cash management reviews and risk assessments for top tier commercial and municipal clients.
Maintain up to date and thorough knowledge of treasury sales programs, products, and services, as well as applicable federal and state regulatory and compliance requirements.
Serve as the internal Bank expert treasury management products, services, and trends and delivers internal presentations to team and management
Actively participates in sales meetings, joint call planning and prospect development, in partnership with region's commercial lending, wealth management and branch calling officers.
Prepare contracts and implementation documentation, in accordance with all account opening, account ownership verification and cash management services set-up processes; reviews and checks documents for completeness, accuracy and conformance with applicable rules/regulations and procedural requirements.
Provides an exceptional level of quality service for internal and external customers.
Adheres to and upholds all written policies and procedures of the Bank, including BSA/CIP and OFAC monitoring and reporting, security, operation, and personnel policies
Location: This is a hybrid role based out of Keene, New Hampshire.
What You Bring
Bachelor's degree, or equivalent work experience
10 or more years of sales experience in the commercial banking industry
Expert sales and new business development skills
Excellent customerservice/relations skills
History of meeting and exceeding deposit and revenue goals
CTP strongly preferred
Proven ability to develop and maintain open, professional, positive, and productive relationships; demonstrate cooperative behavior with management, business partners, customers, and coworkers, and work effectively as a team member.
Strong ability to maintain and manage personal composure when confronted with a difficult situation and/or customer, with the ability to provide information, data, advice, and solutions, as well as gain trust and respect.
Excellent listening, verbal, written and business communication skills, delivered in person, via phone or email, including effective questioning strategies, and negotiations skills.
Demonstrated organizational and time management skills with the ability to effectively multitask, complete assignments and meet deadlines in a timely manner.
Ability to work independently, under limited direction/supervision, exercising independent judgment, referencing available resources, and demonstrating a high level of accuracy and attention to detail.
Advanced PC experience using MS Office products (Word, Excel, Outlook, Adobe), with the ability to adapt to learn and support new products and technologies quickly.
Must maintain confidentiality and privacy
Professional appearance; grooming and dress consistent with MB appearance policy
If you are interested in the role and do not meet 100% of the requirements, we are still interested in hearing from you!
Why Mascoma Bank?
Strong culture of belonging with a team that values creativity, new perspectives, and innovation.
Community first minded. We care about our employees and the communities we serve.
Competitive compensation.
Flexible work environment with onsite, remote and hybrid opportunities.
Career development and internal career mentorship.
Comprehensive health care, dental care, and vision.
401(K) Program: 4% safe harbor employer match on top of 5% non-elective contributions following one year of service.
Generous PTO starting at 22 days per year, not including 11 paid holidays and 16 hrs. of Volunteer Time Off.
Tuition Reimbursement.
Student Loan Paydown and so much more!
Background and Credit Check
As part of our commitment to maintaining a secure financial institution, all final candidates will be required to successfully complete background and credit screenings as part of the hiring process. These screenings will be conducted in accordance with applicable laws and industry regulations.
Please note: Having a record on a background or credit report does not automatically disqualify you. We evaluate results on a case-by-case basis, considering their relevance to the role and any regulatory requirements.
Our Commitment to Belonging!
The communities served by Mascoma Bank consist of individuals from diverse backgrounds. Our employees likewise bring unique perspectives, experiences, and approaches to the bank. We strive to create a safe and welcoming environment for all who pass through our doors and a workplace that actively demonstrates mutual respect and trust, one of our core values. A truly inclusive culture leads to a sense of belonging and support for all team members and inspires innovation and creativity. We are committed to recruiting and retaining a diverse talent pool, increasing team member engagement through professional development and community outreach activities, and offering personal growth workshops and team-building opportunities. By embracing diversity, equity, and inclusion, we strengthen our communities and ourselves.
Mascoma Bank is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, ethnicity, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, veteran status, status as an individual with a disability, or other applicable legally protected characteristics. To request reasonable accommodations, please contact ***********************.
Mascoma Bank is an Affirmative Action and Equal Opportunity Employer, M/F/D/V.
Salary Description $82,237 - $106,908
$82.2k-106.9k yearly 56d ago
Call Center Specialist (Multiple Openings)
Camden National Corporation 3.5
Auburn, ME jobs
Live here. Play here. Bank here. Work here. If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place. Get to know us: * We're your local community bank-and have been since 1875-that is committed to providing excellent customerservice and giving back to our communities.
* We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard.
* Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization.
* We've been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being.
__________________________________________________________________________________________________
We want to get to know you:
Are you looking to expand your banking experience or ready to transfer your customerservice skills into a new industry? If any of the below ring true for you, the Customer Care Specialist role may be a perfect fit for you!
* Are you passionate about helping others and providing exceptional customerservice to a variety of customers over the phone?
* Are you looking for variety in your day-to-day and thrive at multi-tasking?
* Are you tech-savvy and have excellent attention to detail in a fast-paced environment?
* Are you someone who enjoys problem-solving and providing timely resolutions while maintaining a positive attitude?
* Are you looking to work on a highly engaged team who likes to have fun?
* Are you looking to join an organization that invests in its employees and offers ongoing training for the job that sets you up for success?
* Have you been searching for a company that rewards high performers, offers cross-training, and prioritizes promoting from within?
If so, we are seeking an individual eager to join our team as a Customer Care Specialist!
No previous banking experience is required, we will train you!
Are you motivated by a position where you can:
* Provide smart friendly customerservice to customers over the phone,
* Assist customers with their banking needs and maintain a knowledge of a variety of bank products and procedures,
* Navigate multiple computer systems, multi-task, and document outcomes during and after calls,
* Collaborate with other departments across the bank to assist with customer's needs and solve problems and,
* Offer advice to our customers to deepen their relationships.
If you're eager to take initiative and bring a positive attitude, we invite you to transfer your skills and become a part of our team!
________________________________________________________
Our comprehensive total rewards package offers something for everyone!
* Robust medical, dental, and vision insurance packages
* Generous time off, including paid federal holidays and paid day off for your birthday
* 401(k) retirement savings plan
* Tuition reimbursement, professional development, and career growth opportunities
* Employee assistance program
* Comprehensive wellness program
Pursue a career at Camden National Bank and apply today. We can't wait to hear from you!
_____________________________________________________________________
We are guided and inspired by our Core Values:
* Honest and Integrity above all else
* Trust built on fairness
* Service that creates remarkable experiences
* Responsibility to use our resources for the greater good
* Excellence through hard work and lifelong learning
* Diversity realized through inclusion and respect
Equal Opportunity Employer
Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status.
Learn more about why employees love working at Camden National Bank!
$30k-33k yearly est. Auto-Apply 36d ago
Call Center Specialist (Multiple Openings)
Camden National Bank 3.5
Auburn, ME jobs
Live here. Play here. Bank here.
Work here
.If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place.Get to know us:
We're your local community bank-and have been since 1875-that is committed to providing excellent customerservice and giving back to our communities.
We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard.
Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization.
We've been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being.
__________________________________________________________________________________________________
We want to get to know you:
Are you looking to expand your banking experience or ready to transfer your customerservice skills into a new industry? If any of the below ring true for you, the Customer Care Specialist role may be a perfect fit for you!
Are you passionate about helping others and providing exceptional customerservice to a variety of customers over the phone?
Are you looking for variety in your day-to-day and thrive at multi-tasking?
Are you tech-savvy and have excellent attention to detail in a fast-paced environment?
Are you someone who enjoys problem-solving and providing timely resolutions while maintaining a positive attitude?
Are you looking to work on a highly engaged team who likes to have fun?
Are you looking to join an organization that invests in its employees and offers ongoing training for the job that sets you up for success?
Have you been searching for a company that rewards high performers, offers cross-training, and prioritizes promoting from within?
If so, we are seeking an individual eager to join our team as a Customer Care Specialist!
No previous banking experience is required, we will train you!
Are you motivated by a position where you can:
Provide smart friendly customerservice to customers over the phone,
Assist customers with their banking needs and maintain a knowledge of a variety of bank products and procedures,
Navigate multiple computer systems, multi-task, and document outcomes during and after calls,
Collaborate with other departments across the bank to assist with customer's needs and solve problems and,
Offer advice to our customers to deepen their relationships.
If you're eager to take initiative and bring a positive attitude, we invite you to transfer your skills and become a part of our team!
________________________________________________________
Our comprehensive total rewards package offers something for everyone!
Robust medical, dental, and vision insurance packages
Generous time off, including paid federal holidays and paid day off for your birthday
401(k) retirement savings plan
Tuition reimbursement, professional development, and career growth opportunities
Employee assistance program
Comprehensive wellness program
Pursue a career at Camden National Bank and apply today. We can't wait to hear from you!
_____________________________________________________________________
We are guided and inspired by our Core Values:
Honest and Integrity above all else
Trust built on fairness
Service that creates remarkable experiences
Responsibility to use our resources for the greater good
Excellence through hard work and lifelong learning
Diversity realized through inclusion and respect
Equal Opportunity Employer
Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status.
Learn more about why employees love working at Camden National Bank!
$30k-33k yearly est. Auto-Apply 32d ago
Service Writer $2500 SIGN ON BONUS
Foss & Co 4.9
Exeter, NH jobs
We are a family owned and operated business, which means that we will always provide you with a positive and professional enviroment for you and all your automotive needs. We are proud of the team that we have here at Foss Motors and are looking for professionals who can provide the level of service our customers deserve. If you're interested in a fast paced and exciting work environment that also offers fantastic benefits, apply here!
RESPONSIBILITIES:
Meet with customers and determine their needs for repair and/or service of their vehicle issues
Increase customer satisfaction by building customer relations.
Maintain the company's standards for ethical business practices, professional image, orderliness, customerservice and good employee and community relations.
Monitor the progress of each vehicle throughout the day, and updating customers frequently
Increase profitability by maximizing sales & execute retail promotions.
Responsible for overseeing the technician working on customer's vehicle including their time management/efficiency, parts ordering, job completion times.
Oversee and participate in quality control.
Participate in the development and documentation of Standard Operating Procedures as appropriate.
REQUIREMENTS:
High School Diploma or equivalent.
Valid CDL
Accredited training in service advisor skills, customer satisfaction and quality control.
Automotive service advisor experience.
Ability to read, write and speak English fluently.
Ability to concentrate and accomplish tasks despite interruptions.
Ability to perform a variety of tasks simultaneously.
Proficient use of computers/business machines
BENEFITS:
Health/Dental/Vision Insurance
Life Insurance
Paid Training
Paid Vacation
Family owned and operated
Positive and professional environment
Paid for lease (Sales who hit specific quota)
Uniforms provided (Service)
Speciality tools provided (Service)
$27k-34k yearly est. Auto-Apply 60d+ ago
Client Relationship Specialist - Bedford, NH
Charles Schwab 4.8
Bedford, NH jobs
**Your opportunity** _At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customerservice to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
**What you have**
**Required Qualifications:**
+ 1+ years of Client/CustomerService experience
**Preferred Qualifications:**
+ Previous experience in Financial Services/Wealth Management and/or closely related industry.
+ While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
+ Ability to handle client needs with tact and diplomacy
+ Outstanding written and oral communication skills
+ Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
+ Ability to build and maintain good cross-enterprise working relationships
+ Basic understanding of brokerage regulations and rules that govern client accounts
+ May be asked to become a Notary
**In addition to the salary range, this role is also eligible for bonus or incentive opportunities.**
**What's in it for you**
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.
$50k-64k yearly est. 27d ago
Call Center Specialist (banking)
Ccg Business Solutions 4.2
Belfast, ME jobs
CCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking Call Center Specialist (banking) for 1st shift (7)
Job Description
This role is based in
Belfast, ME 04915, USA
and involves connecting clients with the broad range of financial solutions that to help them achieve their financial goals.
This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.
Key Responsibilities:
Build and deepen client relationships by identifying financial needs and recommending suitable products, services, and solutions.
Respond to customer inquiries and concerns, providing customized solutions.
Sell and fulfill banking products such as checking and savings accounts, credit cards, Certificates of Deposit (CDs), Individual Retirement Accounts (IRAs), and loans.
Identify client needs for specialized sales functions and refer to partners (Merrill, Lending, & Small Business).
Quote rates, terms, and programs for banking solutions.
Manage risk in every business, product, and service transaction by leveraging available tools.
Qualifications
Required Qualifications:
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections
Comfortable receiving ongoing performance feedback and coaching
Comfortable with ongoing change and learning new technology/processes
Minimum of at least an intermediate level of proficiency with computers
Self-motivated with excellent organizational skills
Strong decision-making and problem-solving skills
Desired Qualifications:
Experience in the banking/financial industry
Experience working in a call center
Experience in telephone sales
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Start Date:
February 3, 2024
1st Shift Training
1st Shift Available After Training
Additional Information
Salary: USD $27.00 - $27.00 / hr
All your information will be kept confidential according to EEO guidelines.
$27-27 hourly 1d ago
Call Center Specialist (banking)
CCG Business Solutions 4.2
Belfast, ME jobs
CCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking Call Center Specialist (banking) for 1st shift (7)
Job Description
This role is based in Belfast, ME 04915, USA and involves connecting clients with the broad range of financial solutions that to help them achieve their financial goals.
This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.
Key Responsibilities:
Build and deepen client relationships by identifying financial needs and recommending suitable products, services, and solutions.
Respond to customer inquiries and concerns, providing customized solutions.
Sell and fulfill banking products such as checking and savings accounts, credit cards, Certificates of Deposit (CDs), Individual Retirement Accounts (IRAs), and loans.
Identify client needs for specialized sales functions and refer to partners (Merrill, Lending, & Small Business).
Quote rates, terms, and programs for banking solutions.
Manage risk in every business, product, and service transaction by leveraging available tools.
Qualifications
Required Qualifications:
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections
Comfortable receiving ongoing performance feedback and coaching
Comfortable with ongoing change and learning new technology/processes
Minimum of at least an intermediate level of proficiency with computers
Self-motivated with excellent organizational skills
Strong decision-making and problem-solving skills
Desired Qualifications:
Experience in the banking/financial industry
Experience working in a call center
Experience in telephone sales
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Start Date: February 3, 2024
1st Shift Training
1st Shift Available After Training
Additional Information
Salary: USD $27.00 - $27.00 / hr
All your information will be kept confidential according to EEO guidelines.
Outbound Sales Representative - Banking Experience Required
Pay - $22.00-$23.00 + incentives based on sales
The Inside Sales Representative is responsible for outbound, revenue-generating, sales activities using telephone, email, and other electronic messaging methods. With thorough product knowledge of Bellwether Community Credit Union deposit products, consumer loan products, loan protection products, and digital services, the Inside Sales Representative will use a consultative sales approach to facilitate sales while helping members achieve their financial goals, thereby creating brand promoters.
Makes consultative outbound calls to various types of leads related to marketing initiatives, sales of products and services, and other calls to members, prospective members, and self-generated referrals.
Meet or exceed sales and service activity goals and sales production goals to support deposit growth and loan growth expectations.
Uses reports, research, and loan acquisition tools to cross-sell and up-sell Credit Union products and refer business partner products and services.
Handles all related processing of member applications for deposit accounts and loans and analyzes credit bureau reports for additional sales opportunities.
Handles incoming calls that relate to the achievement of sales goals while delivering service that always builds brand promoters. Warm-transfer service calls to appropriate Retail and Operations staff.
Develops a detailed understanding of BCCU loan and deposit products, guidelines, and policies.
Applies this knowledge situationally and conversationally to probe for, identify, and acquire new relationship growth opportunities.
Collaborates as needed in team decision making.
Attends and takes an active role in meetings and training sessions.
May be required to open new accounts and service existing accounts, including IRAs and loans.
Effectively deals with ambiguity in developing best practices for tracking and converting leads to sales.
Adheres to timely follow-up standards in accordance with outbound calling procedures as they develop.
Aids in the improvement of outbound sales tracking and reporting.
Provides detailed notes to Centralized Lending team on consumer loan applications within assigned guidelines in a timely, efficient manner.
Qualifications
Professional, well-developed interpersonal skills, both verbal and written, necessary for servicing Credit Union members and projecting a positive image as representative for the Credit Union.
Work requires essential knowledge of all Credit Union products and services. These characteristics are normally acquired through completion of a high school education plus some experience in the teller and/or member service area of a credit union or financial institution.
Intermediate mathematical skill required (calculations and concepts involving decimals, percentages, fractions, ratios etc.).
A high level of comfort with various computer applications, adapting to changes in programs, and navigating the internet are required.