Position Title: Customer Service Associate

Location: Boise In-Store Branch

Job Number: 10-35

Salary Range: Starting from $10.27 per hour, commensurate with experience

Summary:

Serves as the organization's primary contact with the public by providing exceptional customer service to the bank's customers. Completes a variety of clerical and customer service work relating to teller functions and customer account maintenance. Uses a thorough knowledge of Home Federal products and services to evaluate the additional financial needs of our customers and make all necessary cross-sell referrals to meet our customer's needs.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Operations/Customer Account Maintenance:

• Accepts deposits and loan payments, verifies cash and endorsements and issues receipts to customers.
• Cashes checks within assigned limits and operational policy and procedure guidelines.
• Performs payoff transactions after verifying procedures with Supervisor.
• Prepares savings, checking and loan histories for branch personnel or customers.
• Balances cash drawer on a daily basis.
• Operates a computer to record all transactions.
• Issues official checks, money orders, traveler checks, etc.
• Closes accounts with proper documentation and approval by store management.
• Actively participates in monthly operational certification process.
• Takes ownership of customer problems and inquiries and responds quickly to the customer's satisfaction.
• Helps complete computer file maintenance, with proper documentation, as required.
• Constantly reviews and understands all Operational policies and procedures.

Sales/Customer Service:

• Actively participates in Home Federal Savings Sales Skills Development Program to help identify customer financial needs and cross-sell our products and services to meet those needs:
• Keeps informed on the benefits and features of all Home Federal Savings products and services.
• Meets and exceeds all stated individual and team sales referral goals.
• Prospects new and existing customers to cross-sell additional products and services.
• Actively participates in morning sales meetings, skills drills and role-plays.
• Develops lasting customer relationships.
• Identify customer needs and proactively recommend products and services to fill those needs.

EDUCATION AND/OR EXPERIENCE:

• One year's related experience in cash handling, retail sales or customer service positions.
• High school diploma or general education degree (GED);
• Ability to Assimilate and apply new job-related information.
• Basic skills in computer terminal and personal computer operation; mainframe computer system; software programs.
• Intermediate typing and data entry skills to meet production needs of the position.
• Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure.
• Effective oral, written and interpersonal communication skills
• Ability to solve basic problems and deal with technical problems involving multiple facets and variables.
• Effective organizational and time management skills.
• Ability to work with minimal supervision while performing duties.