Customer Care Specialist -Part Time

Description

ESSENTIAL FUNCTIONS:

• Build and strengthen relationships with existing and prospective customers by identifying financial needs, providing appropriate solutions, and delivering exceptional customer experience.
• Identifies customer opportunities through meaningful conversations and refers customers to appropriate products, services, and business partners to deepen relationships.
• Responds promptly to customer requests and resolves routine customer issues professionally to ensure a positive and seamless customer experience.
• Conducts proactive customer outreach and follow-up utilizing the bank’s CRM system to strengthen relationships, retain existing business, identify additional opportunities, and support branch growth.
• Performs account servicing, customer transactions, and loan documentation accurately while educating customers on available products and services.
• Participates in community events, networking opportunities, and business development activities as assigned to enhance the bank’s visibility, strengthen community relationships, and generate new business.

o Performs duties as assigned or directed.

• Assist the PBO or Community Office Supervisor in coordinating the daily operations of the branch to ensure efficient workflow, timely completion of operational responsibilities, and exceptional customer experience.
• Coordinates daily priorities and staffing assignments to meet customer needs, maintain operational efficiency, and support departmental goals.
• Opens and closes the branch in accordance with established policies, procedures, and security standards.
• Performs operational approvals and transaction overrides within established authority while ensuring operational accuracy and compliance.
• Monitors daily branch operations and assist in maintaining a professional, organized, and welcoming branch environment.
• Assists with branch security responsibilities and promotes adherence to security procedures, risk management practices, and internal controls.
• Assists in managing customer flow by directing customers to the appropriate banking professional to ensure efficient, timely, and personalized service.

• Provides day-to-day direction, guidance, and support to branch professionals to ensure efficient operations, operational excellence, and exceptional customer experience.
• Conducts and participates in daily Morning Summit kick-off meetings, branch-based relationship building meetings, and team Employee Relations meetings to communicate priorities, share updates on policies and procedures, reinforce goals, and align performance expectations.
• Reinforce branch goals and daily priorities while promoting accountability, teamwork, and continuous improvement.
• Serves as a resource for branch professionals by answering operational questions and promoting the consistent application of policies and procedures.

• Excellent verbal and written communication skills.
• Strong organizational and time managements skills, with the ability to prioritize multiple responsibilities while maintaining operational excellence.
• Strong problem-solving and decision-making skills, with the ability to exercise sound judgement and resolve routine operational and customer issues.
• Results-oriented, with the ability to achieve individual and branch performance goals while promoting a relationship-focused sales and service culture.
• Ability to coach, motivate, and provide constructive feedback to team members in a positive and supportive manner.
• Demonstrate initiative, accountability, professionalism, integrity, confidentiality and the ability to work independently while contributing to overall team success.
• Proficiency in technology and digital banking tools, with the ability to learn new systems and assist customers with digital banking solutions.

• This position supervises employees.

• High school diploma or equivalent required, associate or bachelor’s degree preferred.
• 1-3 years of retail banking experience required.
• Previous experience as Head Teller, Sr. Relationship…