Customer Care Specialist I-Part Time

ESSENTIAL FUNCTIONS:

Customer Relationship Management and Business Development:

o Build and strengthen relationships with existing and prospective customers by identifying

financial needs, providing appropriate solutions, and delivering exceptional customer experience.

o Identifies customer opportunities through meaningful conversations and refers customers to

appropriate products, services, and business partners to deepen relationships.

o Responds promptly to customer requests and resolves routine customer issues professionally to

ensure a positive and seamless customer experience.

o Conducts proactive customer outreach and follow-up utilizing the bank's CRM system to strengthen

relationships, retain existing business, identify additional opportunities, and support branch

growth.

o Performs account servicing, customer transactions, and loan documentation accurately while

educating customers on available products and services.

o Participates in community events, networking opportunities, and business development activities

as assigned to enhance the bank's visibility, strengthen community relationships, and generate new

business.

Operational and Branch Administration:

o Assist the PBO or Community Office Supervisor in coordinating the daily operations of the branch

to ensure efficient workflow, timely completion of operational responsibilities, and exceptional

customer experience.

o Coordinates daily priorities and staffing assignments to meet customer needs, maintain

operational efficiency, and support departmental goals.

o Opens and closes the branch in accordance with established policies, procedures, and security

standards.

o Performs operational approvals and transaction overrides within established authority while

ensuring operational accuracy and compliance.

o Monitors daily branch operations and assist in maintaining a professional, organized, and

welcoming branch environment.

o Assists with branch security responsibilities and promotes adherence to security procedures, risk

management practices, and internal controls.

o Assists in managing customer flow by directing customers to the appropriate banking professional

to ensure efficient, timely, and personalized service.

Team Development:

o Provides day-to-day direction, guidance, and support to branch professionals to ensure efficient

operations, operational excellence, and exceptional customer experience.

o Conducts and participates in daily Morning Summit kick-off meetings, branch-based relationship

building meetings, and team Employee Relations meetings to communicate priorities, share updates on

policies and procedures, reinforce goals, and align performance expectations.

o Reinforce branch goals and daily priorities while promoting accountability, teamwork, and

continuous improvement.

o Serves as a resource for branch professionals by answering operational questions and promoting

the consistent application of policies and procedures.

o Performs duties as assigned or directed.

REQUIRED SKILLS/ABILITIES:

• Excellent verbal and written communication skills.
• Strong organizational and time managements skills, with the ability to prioritize multiple

responsibilities while maintaining operational excellence.

• Strong problem-solving and decision-making skills, with the ability to exercise sound judgement

and resolve routine operational and customer issues.

• Results-oriented, with the ability to achieve individual and branch performance goals while

promoting a relationship-focused sales and service culture.

• Ability to coach, motivate, and provide constructive feedback to team members in a positive and

supportive manner.

• Demonstrate initiative, accountability, professionalism, integrity, confidentiality and the

ability to work independently while contributing to overall team success.

• Proficiency in technology and digital banking tools, with the ability to learn new systems and

assist customers with digital banking solutions.

SUPERVISORY RESPONSIBILITY:

• This position supervises employees.

EDUCATION and EXPERIENCE:

• High school diploma or equivalent required, associate or bachelor's degree preferred.
• 1-3 years of retail banking experience required.
• Previous experience as Head Teller, Sr. Relationship Banker, or team lead experience

preferred.

• Consumer lending experience preferred.

PHYSICAL REQUIREMENTS:

• Ability to maintain focus and mental alertness while performing assigned responsibilities and

managing multiple priorities.

• Ability to lift and move up to 25 pounds (i.e., heavy boxes or coin).
• Ability to communicate in person, through email, and via telephone with customers and staff

members.

• Ability to sit and/or stand for an extended period.
• Specific vision abilities required include close vision and the ability to adjust

focus.

• Reasonable accommodation may be made to enable individuals with disabilities to perform the

essential functions.