Duties and Responsibilities
Provides customer service for all clients of Lincoln Savings Bank (LSB). Customer Service Associates (CSA) balance their teller drawer daily, which includes cash handling, periodic batching of deposits and cashed checks.
CSAs also handle administrative tasks such as processing client requests, account document review, answering / directing phone calls and ordering of branch supplies.
Processes customer transactions with accuracy and professionalism, while keeping a high level of customer service.
Answers and routes telephone calls, takes messages, provides information and directs calls to appropriate staff.
Responds to client inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
Refer clients for additional retail and bank services. Embraces and promotes the use of LSB+.
Balances teller drawer, vault, coin machine and ATM.
Bundles and scans appropriate work through the Branch Capture System.
Acts in accordance with all LSB regulatory policies and procedures.
Represents Lincoln Savings Bank in a positive light in all professional duties.
Participates in civic, community, and networking events to cultivate productive relationships for Lincoln Savings Bank.
Performs other duties and responsibilities as defined by management.
Necessary Skills and Attributes
Excellent communication skills
Positive, customer-focused mindset
Ability to multi-task while still meeting deadlines
High school diploma or equivalent
Prior customer service and retail experience
Proficient in Microsoft Office (Outlook, Word, Excel)
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