Customer Service Representative Float - Summer/Temporary

Description

ABOUT US

Coastal Community Bank is a little bit of banking and a little bit of tech-ing. The people at Coastal don't just help people with their banking; they help reshape how banking technology allows and serves EVERYONE. We think and work like entrepreneurs, always moving and constantly improving. We care about each other, are go-getters, work hard, and play hard. If you're someone who thrives on innovation, wants to help others succeed, knows how to think outside the box, and believes that we're all in this together -- you belong here.

WHAT YOU'LL DO

The Customer Service Representative is responsible for building relationships with new customers and servicing and expanding relationships with existing customers. Assess customer needs and suggest or promote alternative products or services, and refer to appropriate area. Provide timely and accurate resolution of account related issues.

This position requires the ability to provide prompt, accurate, friendly service and to communicate clearly and professionally in accordance with Coastal’s Core Values. This position is responsible for processing a variety of customer account transactions involving the receipt and payment of money according to existing procedures and systems. This position is also responsible for identifying customer needs and suggesting solutions through referrals.

This is a temporary summer position. This position will float within our branch locations based on business need. This position is not eligible for benefits unless required by state law.

Requirements

 HOW YOU'LL DO IT

• Provide customer service in accordance with Coastal’s Core Values
• Interview and assess customer and non-customer needs and suggest appropriate products or services
• Conduct phone follow up and actively raise customer awareness of bank products and services
• Maintain an organized system for tracking and following up on customer needs
• Provide customer referrals to Merchant Services, Commercial and Consumer Lending, Cash Management.
• Provide resolution and follow through on customer issues and concerns
• Complete account documentation according to bank guidelines
• Maintain current knowledge of banking rules and regulations
• Represent Coastal in a positive and professional manner
• Processes a variety of customer transactions using judgment regarding the validity of transactions; refers questionable transactions to a supervisor
• Receive commercial and individual checking deposits, verifies cash and endorsements, and issues receipts
• Accepts checks for cashing or paying; verifies endorsement, validity, and funds; makes change
• Receives savings deposits; pays withdrawals after verifying balance and signatures
• Receives loan payments and credit card payments
• Sells money orders, cashier’s checks, US Savings Bonds, travelers checks, gift cards, foreign currency and credit card
• Receives US Savings Bonds for redemption and payment
• Balance Teller drawer
• Maintain current knowledge of banking rules and regulations
• Consistently refer bank products and services at every opportunity
• Answer the telephone
• Maintain control of cash and keys at all times to prevent exposure or potential loss to bank
• Work positively and proactively as a member of the Coastal Team
• Maintain compliance with all regulatory requirements

WHAT YOU'LL BRING

• Outgoing, professional attitude with customers, prospects and co-workers
• Proven effective verbal and written communication skills
• Required to handle multiple tasks at the same time
• PC experience navigating in a Windows environment and using multiple applications
• Must have excellent attention to detail to ensure timely and effective communication with customer until request/issues have been resolved
• Previous sales experience, preferably of financial products
• Basic internet skills
• Previous banking experience preferred

HOW YOU’LL THRIVE AT COASTAL

Be the Best – Communicate effectively, pay close attention to detail, and prioritize your personal development.

Be Relentless – Thrive in a goal-oriented environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference.

Be Un-Bankey – Be a forward thinker with a creative mindset. Build long-lasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust.

Embrace Gray Thinking – Use sound judgment while decision-making and problem-solving. Think outside the box.

Stay Flexible – Organize and strategize effectively while always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder.

Take Care of Each Other – Understand what it means to be a true team player and have your teammate's back. Practice self-awareness and build your emotional intelligence.

BEING YOU AT COASTAL

Coastal Community Bank is an equal opportunity employer. We are committed to providing a workplace free from discrimination and harassment. All employment decisions are based on merit, qualifications, and business needs. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status under applicable laws. 

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee must be able to:

• Sit for extended periods of time
• Stand for extended periods of time
• Perform repetitive finger, hand and arm movement
• Use electronic office equipment such as, computer keyboard and mouse, ten key, telephone, etc
• Stoop, kneel, crouch, or crawl.
• Occasionally lift and/or move up to 10 pounds
• View and read computer screen for extended periods of time

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.