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Job Information

Pioneer Bank Senior Customer Service Representative in Troy, New York

TITLE: Senior Customer Service Representative

LOCATION: Brunswick

REPORTS TO: Branch Manager

CLASSIFICATION: Full Time, Non Exempt

AVAILABILITY: Monday-Thursday 8:30am-5:30pm, Friday 8:30am-6:30pm, Saturday 8:30am-1:30pm

Position Summary:

Performs all phases of customer service, with particular responsibility for delivering quality customer service and consultatively recommending bank products and services. Acts as a leader in branch sales while motivating staff towards sales goal achievement. Opens/closes the branch in rotation with the Branch Manager and Assistant Branch Manager, when necessary.

Essential Job Functions:

  1. Recommend/sell, open, maintain, service, close and renew (if appropriate) all types of deposit services.

  2. Recommend/refer investment options and insurance products.

  3. Sell loan services, interview loan applicants, preliminarily process loan applications for all loans, except mortgages.

  4. Handle auxiliary requests regarding non-deposit products and services.

  5. Leads and motivates staff towards sales goal achievement.

  6. Uses knowledge of bank services to develop and/or refer potential customers to the appropriate business development or sales officer.

  7. Consistently exceeds CSR sales goal by specific branch classification.

  8. Communicates with customers, regarding complaints and inquiries, both in person and on the phone.

  9. Coaches, counsels, trains and develops branch staff in all aspects of their work, including sales competencies.

  10. In the absence of the Branch Manager and Assistant Branch Manager has responsibility for all phases of the day to day operations within the branch, including but not limited to open/close procedures, override privileges and staff supervision.

Education, Experience & Other Requirements:

  1. High school degree or GED required. Two year college degree in business or related field is preferred.

  2. Minimum of one year CSR experience required.

  3. Minimum of 2 years of proven sales experience required.

  4. Previous supervisory and/or training experience preferred.

  5. The incumbent must be able to work a flexible work schedule, including evenings and Saturdays.

  6. Candidates must have completed or will be required to complete the Pioneer Bank CSR training within 6 months of obtaining the position.

  7. Ability to obtain NMLS license within 6 months of obtaining the position.

  8. Ability to obtain Notary Public License within 12 months of obtaining the position.

EOE Minorities / Females / Protected Veterans / Disabled