Customer Service Representative
On-siteNorwood, Massachusetts, United States
Job Summary
Greet customers cordially and professionally while providing efficient service in person and via telephone. Open and close accounts, process transactions, and handle paperwork including wire transfers, credit card applications, and check inquiries. Cross-sell products such as checking, savings, IRAs, loans, and digital services while maintaining current knowledge of all bank offerings. Assist with safe deposit box vault access, IRA transactions, and stop payments. Maintain daily teller work consolidation, ATM balancing, and branch compliance with regulatory policies. Adhere to the bank's dress code, privacy policies, and security procedures. Participate in sales training, branch meetings, and community activities representing Dedham Savings.
Required Qualifications
- Ability to use Microsoft Word and Excel proficiently
- Ability to write professional, clear, concise correspondence to internal and external recipients
- Adhere to Bank's dress code policy
- Perform all duties by prescribed regulatory compliance guidelines
- Ensure compliance with established security procedures as well as cash handling procedures
- Adhere to audit and regulation policies and procedures
- Complete annual training on all required regulations including but not limited to Regulation CC, AML/BSA, and GLB/Privacy
- Adhere to the Bank's privacy and data security policies including but not limited to safeguarding of sensitive information and complying with relevant regulations to protect non-public information
- Exhibit the ability and desire to embrace and enhance the Bank culture
- Expect to participate in internal and external training sessions and activities not described here which enhance the quality of service to the client
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