Retail Administration - Senior Customer Service Representative

📌 Core Information

🔹 Job Title: Retail Administration - Senior Customer Service Representative

🔹 Company: Peoples Bank

🔹 Location: Coupeville, Washington, United States

🔹 Job Type: On-site

🔹 Category: 📞 Customer Service

🔹 Date Posted: April 1, 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: On-site

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Providing high-quality service to both new and existing customers
• Performing teller transactions with precision and attention to detail
• Assessing customer needs and recommending suitable products and services
• Handling various consumer deposit accounts effectively

ASSUMPTION: This role requires both proactive customer engagement and detailed operational skills to manage customer transactions and inquiries. It is assumed that the position will involve face-to-face interactions, typical of on-site banking roles.

📋 Key Responsibilities

✅ Provide a high level of customer service

✅ Accurately process checking, savings, loan, and CD transactions

✅ Perform account-level maintenance

✅ Handle customer inquiries regarding accounts, loans, debit cards, etc.

✅ Demonstrate knowledge of retail banking products and services

✅ Complete Customer Service Representative training within 90 days of hire

ASSUMPTION: The responsibilities listed suggest a comprehensive understanding of banking operations and customer service excellence is crucial. Interaction with various banking software is likely necessary.

🎯 Required Qualifications

Education: High School Diploma, G.E.D., or equivalent

Experience: At least 2 years in customer service and cash handling, with 8-12 months of teller experience

Required Skills:

• Customer service proficiency
• Attention to detail in transactions
• Strong interpersonal and communication skills
• Ability to perform multiple tasks simultaneously

Preferred Skills:

• Familiarity with Microsoft Outlook, Word, and Excel
• Understanding of product knowledge and sales skills

ASSUMPTION: While Microsoft Office skills are preferred, the essential skills focus on customer service excellence and operational efficiency within a banking environment.

💰 Compensation & Benefits

Salary Range: Not specified, typical industry range expected based on experience and location

Benefits:

• Profit Sharing and Incentives
• 12 days of paid vacation, wellness and service days
• Comprehensive Health benefits including Medical, Dental, and Vision Insurance
• 8% 401(k) employer match and life/disability plans

Working Hours: Monday to Thursday 9:00 am - 5:00 pm, Friday 9:00 am - 5:30 pm, 36 hours per week

ASSUMPTION: Compensation details are competitive within the banking industry, emphasizing both financial and personal well-being.

📌 Applicant Insights

🔍 Company Context

Industry: Banking, focusing on community-based services

Company Size: 201-500 employees; medium-sized, promoting a community-focused and supportive environment

Founded: 1921

Company Description:

• Committed to community development and financial education
• Philosophy of "People First"
• Over 100 years of service excellence in the Pacific Northwest

Company Specialties:

• Banking and Mortgage solutions
• Home Lending and Savings options
• Small Business services

Company Website: http://www.peoplesbank-wa.com

ASSUMPTION: The company emphasizes a robust community presence and a strong ethical foundation, likely indicating a stable and values-oriented workplace.

📊 Role Analysis

Career Level: Senior-level position requiring expertise in customer service and banking operations

Reporting Structure: Likely reports to branch or office management

Work Arrangement: On-site, focused on direct customer interaction

Growth Opportunities:

• Access to professional development programs
• Potential for career advancement within the bank
• Opportunity to develop specialized banking skills

ASSUMPTION: The emphasis on training and development suggests that internal promotions and skill enhancement are priorities for the company.

🌍 Location & Work Environment

Office Type: Branch office with customer-facing roles

Office Location(s): Coupeville, WA, among other Washington locations

Geographic Context:

• Located in a scenic and community-centric area
• Part of Washington State’s thriving banking sector
• Focus on serving local communities

Work Schedule: Structured yet flexible within typical banking hours

ASSUMPTION: The work environment is customer-focused, requiring adaptability and service excellence to meet community needs.

💼 Interview & Application Insights

Typical Process:

• Initial application through the company's website or a job portal
• Phone screening with HR
• In-person or video interview with branch management

Key Assessment Areas:

• Customer service acumen
• Cash handling proficiency
• Ability to multitask effectively

Application Tips:

• Highlight relevant customer service and cash handling experience
• Showcase knowledge of banking products and services
• Demonstrate strong interpersonal skills and professionalism

ATS Keywords: Customer Service, Cash Handling, Banking Products, Teller Experience, Communication Skills

ASSUMPTION: The hiring process likely values candidates who demonstrate a strong fit with the company’s customer service ethos and operational proficiency.

🛠️ Tools & Technologies

• Banking software for account management
• Microsoft Outlook for communication
• Microsoft Word and Excel for documentation and reports

ASSUMPTION: Proficiency in standard office software is assumed necessary to efficiently manage daily tasks and communicate effectively within the bank.

👔 Cultural Fit Considerations

Company Values:

• Honesty and Integrity in customer interactions
• Respect and Commitment to community development
• Community focus and personal accountability

Work Style:

• Collaborative and team-oriented
• Customer-focused with a service mentality
• Adaptable to fast-paced work environments

Self-Assessment Questions:

• Am I passionate about providing excellent customer service?
• Do I possess the skills to multitask and prioritize efficiently?
• Am I committed to learning and growing in a banking role?

ASSUMPTION: The cultural fit emphasizes a strong alignment with community values and a dedication to exceptional service.

⚠️ Potential Challenges

• Managing high customer volumes during peak times
• Adapting to evolving banking technologies and products
• Balancing precision in transactions with speed in service
• Ensuring compliance with banking regulations and policies

ASSUMPTION: Roles often require balancing customer needs with regulatory compliance, which can be challenging in a fast-paced environment.

📈 Similar Roles Comparison

• Higher customer interaction compared to back-office roles
• Requires significant multitasking and customer service skills
• Opportunities for advancement into management positions

ASSUMPTION: The role of a Senior Customer Service Representative is pivotal in customer interaction and offers a pathway for career growth within banking operations.

📝 Sample Projects

• Initiating a local community financial education program
• Streamlining the teller transaction process for efficiency
• Collating customer feedback to improve service delivery

ASSUMPTION: Projects are centered on customer engagement and improving operational efficiency, contributing to the bank's community service commitments.

❓ Key Questions to Ask During Interview

• What are the key challenges faced by customer service representatives at Peoples Bank?
• How does Peoples Bank measure success in this role?
• What opportunities does the bank offer for career advancement?
• How is feedback from customer service roles utilized within the bank?
• What training and development programs are available to employees?

ASSUMPTION: These questions help candidates assess the role's fit with their career goals and understand the bank's commitment to employee development.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the People's Bank careers page
• Prepare a resume highlighting customer service and banking experience
• Include a cover letter detailing your commitment to community service
• Follow up on your application status within two weeks
• Prepare for a potential interview by reviewing your banking knowledge and customer service skills

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