Middlesex Savings Bank

Information Center Assistant

US-MA-Westborough
1 week ago
Req #
3503
Category
Hidden (3001)
Position Type
Full Time
Standard Working Hours
Monday-Friday 8:00am - 4:30pm

Overview

Serves the public and promotes good customer relations. Provides assistance to Information Center and other departments as needed. Performs various account and customer relationship maintenance as well as a variety of clerical functions. Performs any functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers.

Responsibilities

  • Prepares account opening documents and completes deposit and loan account setups, completes various account and customer relationship maintenance, performs a variety of clerical duties including but not limited to verifying stop payments, mailing account opening kits, and preparing customer correspondence.
  • Performs file maintenance, processes applicable paperwork, and/or refers to appropriate department as necessary. Meets or exceeds assigned sales and service goals.
  • Assists Information Center staff and other departments as needed. Places outbound calls to customers to follow-up as necessary.
  • Provides efficient, effective and courteous customer service. Maintains effective knowledge of Bank’s products and services. Ensures accuracy and timely processing of transactions. ·Ensures full compliance with the Bank’s Information Security Policies and Procedures.
  • Refers sales opportunities to other departments or bank affiliates in support of established objectives.
  • Answers switchboard calls as required.
  • Performs related and unrelated duties as may be required.

Requirements

  • High School Diploma or equivalent.
  • One year of clerical experience.
  • Must possess good oral communication, attention to detail and organizational skills.
  • Must possess at least intermediate technology skills including knowledge of word processing, database and spreadsheet applications.
  • Must have knowledge of Microsoft Word and Excel.

Middlesex Savings Bank is an EOE AA M/F/Vet/Disability

 

Search Firm Representatives, Please Read Carefully: Middlesex Savings Bank does not accept unsolicited resumes from search firms for this or any employment opportunity.

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed

Connect With Us!

Not ready to apply? Connect with us for general consideration.