Customer Service Associate II

Capitol Federal Savings Bank Overland Park , KS 66204

Posted 1 month ago

Assist customers with all types of account transactions including teller transactions. Advise customers on company products and services in order to meet their personal financial goals. Responsible for accurately processing financial transactions and being an effective source of information for our customers: in lobby, drive-thru window or by telephone. Provides friendly, professional, confidential and effective assistance to customers and Bank associates assuring a positive experience and minimizing wait time.

Availability Needed: Monday, Thursday and Friday 9:45am

  • 7:00pm, Saturday 9:45am

  • 4:00pm and Sunday 9:45am

  • 2:00pm

Essential Duties and Responsibilities

  • Performs teller transactions as defined by the Bank. Balances cashbox daily to ensure accuracy in transactions and notifies supervisor regarding any offages. Participates in the rotation of vault duties, including the daily balancing of the vault when it is used.

  • Assists customers with opening all types of retail and safe deposit boxes as defined by the Bank and branch management. Performs maintenance on existing accounts.

  • Use every customer contact as an opportunity to advise and cross-sell customers about additional services or programs that might benefit them.

  • Research, troubleshoot and resolve external and internal customer inquiries as needed.

  • Answer incoming calls, determines the needs of the caller and verify the caller's identity, minimizing the caller's time and effort in resolving their concerns.

  • Assists other departments and branches with transactions as needed, provides support for the department and branch management in fulfilling customer requests.

  • Performs branch opening and closing duties as assigned.

  • Performs other duties as assigned.

  • Participate in proactive team efforts to achieve departmental and company goals.

  • Must comply with current applicable laws, regulations and bank policies and procedures. Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.

Physical Requirements

Must be able to stand all day, walk to greet customer and escort customers to the work area. Employees will only sit during lengthy transactions when the customer is also sitting. Will have limited physical exertion and occasional lifting of up to 10 lbs. and occasionally lift a coin bag up to 30 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management.

Working Conditions

Regular in-office attendance required.

Mental and/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. Ability to stand for long period of time, reach and bend, write notes and information given by a customer, good finger dexterity for using computer terminal and typewriter.

Acknowledgement

Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not a contract and should not be construed as a guarantee of employment for any specific period of time.

Capitol Federal Savings Bank is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race, color, religion, sex/gender, national origin, disability, age, or any other category protected by law.

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Customer Service Associate II

Capitol Federal Savings Bank