Customer Service Specialist

📌 Core Information

🔹 Job Title: Customer Service Specialist

🔹 Company: Kennebec Savings Bank

🔹 Location: Freeport, Maine, United States

🔹 Job Type: On-site

🔹 Category: 📞 Customer Service

🔹 Date Posted: Tue Apr 01 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: On-site

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Developing and maintaining customer relationships
• Providing superior customer service and cross-selling bank products
• Accurately processing transactions and assisting with customer inquiries
• Ensuring compliance with banking regulations

ASSUMPTION: The role involves significant face-to-face customer interaction given its on-site nature, focusing on both service excellence and sales through relationship building.

📋 Key Responsibilities

✅ Develop new and existing customer relationships by providing the best deposit solutions

✅ Promote a service culture that encourages referrals and retention of account relationships

✅ Cross-sell and support bank products and services

✅ Accurately process customer transactions and perform teller and customer service duties

✅ Respond to and resolve customer account problems, referring to the Branch Manager if necessary

✅ Participate actively in community events and represent the bank

✅ Comply with all Bank policies, including safety and security measures

ASSUMPTION: The position requires a proactive approach in both customer interaction and cross-selling with adherence to compliance standards.

🎯 Required Qualifications

Education: Bachelor’s degree or equivalent work experience

Experience: 1 to 3 years of branch banking experience as a teller/head teller and customer service representative

Required Skills:

• Customer Service
• Sales and Cross-Selling
• Account Management

Preferred Skills:

• Problem Solving
• Attention to Detail

ASSUMPTION: Preference might be given to candidates with greater exposure to banking regulations and technology-based customer service solutions.

💰 Compensation & Benefits

Salary Range: Not specified

Benefits:

• Health and wellness programs
• Retirement plans
• Community involvement opportunities

Working Hours: 40 hours per week, predominantly during standard banking hours

ASSUMPTION: Kennebec Savings Bank is likely to offer industry-standard benefits typical to the banking sector.

📌 Applicant Insights

🔍 Company Context

Industry: Banking

Company Size: 51-200 employees, suggesting a tight-knit, community-focused work environment

Founded: 1870

Company Description:

• Over 150 years of serving individuals and businesses
• Emphasizes trust, respect, and community service
• Part of a mutual organization dedicated to excellence

Company Specialties:

• Residential Lending
• Commercial Lending
• Online Banking

Company Website: https://KennebecSavings.Bank

ASSUMPTION: The bank's community-first approach likely influences its operational ethos, emphasizing local engagement and personal customer service.

📊 Role Analysis

Career Level: Intermediate, suitable for those advancing beyond entry-level

Reporting Structure: Reports to the Branch Manager

Work Arrangement: Fully on-site

Growth Opportunities:

• Enhancement of sales and customer service skills
• Potential promotion within the bank
• Involvement in community initiatives

ASSUMPTION: The role offers progressive opportunities for growth, particularly in customer relationship management.

🌍 Location & Work Environment

Office Type: Traditional bank branch with customer-facing counters

Office Location(s): Multiple branches, primarily in Maine

Geographic Context:

• Located in a community-centric environment
• Opportunities for local networking due to community involvement
• Proximity to local amenities and transport links

Work Schedule: Monday - Friday with possible weekend requirements based on branch activities

ASSUMPTION: The work schedule aligns with typical banking hours, with potential flexibility based on customer needs.

💼 Interview & Application Insights

Typical Process:

• Initial application screening
• Interview with branch management
• Possible skills assessment

Key Assessment Areas:

• Customer service proficiency
• Sales acumen
• Compliance understanding

Application Tips:

• Highlight relevant banking experience
• Emphasize community involvement
• Showcase customer service excellence

ATS Keywords: Customer Service, Sales, Compliance, Banking, Teller Operations

ASSUMPTION: The application process may include evaluations of both customer interaction and bank product knowledge.

🛠️ Tools & Technologies

• Banking software systems
• CRM systems
• Standard office productivity tools

ASSUMPTION: Familiarity with banking software enhances operational efficiency and customer service delivery.

👔 Cultural Fit Considerations

Company Values:

• Customer-centric service
• Honesty and integrity
• Community engagement

Work Style:

• Collaborative team environment
• Service-oriented approach
• Proactive customer engagement

Self-Assessment Questions:

• Am I comfortable with direct customer interaction?
• Do I have a strong sense of community involvement?
• Can I adapt quickly to banking software systems?

ASSUMPTION: Success in this role is likely tied to both technical competence and cultural alignment with the bank’s values.

⚠️ Potential Challenges

• Managing diverse customer needs
• Balancing sales targets with customer service
• Adapting to complex banking regulations
• Maintaining accuracy under pressure

ASSUMPTION: The role's challenges stem from its dual focus on service and sales, necessitating a versatile skill set.

📈 Similar Roles Comparison

• Higher service expectations than typical retail roles
• Greater financial product knowledge required
• Stronger emphasis on community interaction

ASSUMPTION: This position requires a unique balance of sales ability and customer service skills, distinct from other customer-facing roles.

📝 Sample Projects

• Lead a branch-wide customer service quality improvement initiative
• Develop an outreach program to increase local community engagement
• Implement a new CRM feature assisting in customer follow-up

ASSUMPTION: Projects can be internally directed or community-focused, reflecting the bank’s strategic priorities.

❓ Key Questions to Ask During Interview

• What are the key performance indicators for success in this role?
• How does the bank support professional development for its employees?
• What are the most common challenges faced by your customer service team?
• Can you describe a typical day in this position?
• How are sales activities integrated with customer service tasks?

ASSUMPTION: These questions help clarify both performance expectations and the support structure within the bank.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the Kennebec Savings Bank website
• Prepare a detailed resume highlighting relevant experience
• Include a cover letter specifying your customer service philosophy
• Follow-up with the bank’s HR team post submission
• Prepare for a potential in-person or virtual interview

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.