Customer Relations Associate (Float)

Description

Cornerstone Bank was formed in 2017, born of a long history of supporting the community, and providing a strong foundation to help people and businesses thrive. Serving Worcester County, Cornerstone Bank's local presence and community-based banking model enables a unique ability to deliver outstanding service, with a personal touch. Cornerstone provides the highest level of service and expertise for individuals, businesses, and community organizations with branch locations throughout Central Massachusetts.

Cornerstone Bank is committed to providing a collaborative workplace where innovation, teamwork, accountability, and excellence are recognized and where employees are encouraged to broaden their skills, seek opportunities for professional development, serve their community, and provide outstanding customer service with each encounter.

Being a part of the Cornerstone team has many great benefits and perks. This includes a competitive pay, a generous student-loan paydown program, comprehensive benefit package including, medical, dental, vision insurance and even pet insurance! We offer a 401(k) plan with an employer contribution and match, success-sharing bonuses, paid time off and more!

If you are looking to join a team that is committed to your ongoing professional growth and development, we are looking forward to speaking to you!

Cornerstone Bank is committed to our customers, colleagues & communities that we serve. As a Customer Relations Associate, you will perform a wide variety of transactions to service customers in conformance with established Bank policies and procedures.

Responsibilities and Accountabilities

Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to employees and customers.

• Exhibits Cornerstone Bank's core values of Respect, Integrity, Trust and Excellence at all times.

• Provides efficient, effective and courteous customer service. Performs a variety of transactions to service the customer, including processing deposits, withdrawals, payments, night drop bags; check cashing; may assist customers with more complex inquiries.

• Maintains updated knowledge of Bank's products and services. Builds trust with customers by identifying opportunities to deepen customer relationships and refers customers to appropriate team member.

• Ensures the accuracy of activities. Balances transactions and cash at the end of the day and participates in the branch settlement.

• Ensures that transactions are processed and the proper documentation is completed in compliance with applicable laws and regulations, i.e., Reg CC and the Bank Secrecy Act, etc.

• Performs administrative or clerical functions as needed and directed by the management team of the branch, i.e., answer phones, file, etc.

• Assist in operational activities of the branch including opening, closing, balancing ATM, mail deliveries and other general customer inquiries.

• Performs all duties in accordance with prescribed regulatory compliance guidelines.

Requirements

• Demonstrated customer service skills

• Must be comfortable performing basic math calculations

• Attention to detail; ability to multi-task

• Strong verbal and written communication skills; possesses professional communication ability including active listening

• Strong interpersonal skills and ability to deal with customers under circumstances requiring tact and diplomacy

• Excellent organizational skills

• High level of interpersonal skills to handle sensitive and confidential situations and documentation

• Must be available to work extended and/or weekend hours and attend training as needed

• Must be able to use various types of office equipment, including computer terminal

Education/Training/Experience

• High School Diploma or equivalent

• Three to six months banking or retail cash handling/customer service experience

Physical Requirements

• Environment and physical activity

• The Customer Relations Associate is in a non-confined office type setting in which he or she is free to move about at will.

• The Customer Relations Associate spends time writing, typing, speaking, listening, carrying, seeing (such as close, color and peripheral vision, depth perception), sitting, pulling, walking, standing, and reaching.

• The Customer Relations Associate may operate any or all of the following: telephone, copy and fax machine, adding machine (calculator), scanner, computer, printers and other equipment as directed.

• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job.

• 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.

MENTAL DEMANDS

• The Customer Relations Associate must be adept at reading and understanding documents, detailed work, problem solving, customer contact, reasoning, math, language, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, interruptions.

SUPERVISORY SCOPE

• None

INDEPENDENT ACTION

• Performs work independently within scope of established guidelines and practices. Consults with Manager where clarification or exception to Bank policy may be required.

NOTE: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required for this job.

Cornerstone Bank is an Equal Opportunity Employer. In compliance with Equal Opportunity Guidelines and the Americans with Disabilities Act, Cornerstone Bank provides reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

I have read and understand this classification description and hereby certify that I am qualified to perform this job with or without reasonable accommodations.

PM21