Customer Concierge

Job description

Position Summary

The Customer Concierge is responsible for greeting, engaging and communicating with all customers, and for setting and maintaining a high energy and positive atmosphere. This person is responsible for providing superior internal and external customer service: must demonstrate self-governance, courtesy and respect toward external customers as well as internal co-workers. This position is responsible for providing quality customer service in processing customer transactions. Quality customer service includes accurate, efficient, courteous, and friendly transaction processing. Adequate product knowledge is necessary to refer sales leads and to problem solve on an on-going basis.

Essential Duties and Responsibilities

• Always provide quality customer service
• Primarily responsible for answering telephone calls with exceptional telephone etiquette.
• Greet customers promptly and courteously.
• Efficiently process customers' requests in a timely and accurate manner. Requests may consist of balance inquiries, password resets, check orders, ordering debit cards, revising debit card limits, making customer coffee, complete TMS transactions, etc.
• Maintains a calm demeanor during periods of high volume.
• Open New Accounts and assist customers with queries concerning bank services
• Process all incoming, outgoing and return mail.
• Set-up and maintain the cleanliness of the coffee bar.
• Serve as the 1st floor kitchen monitor.
• Follow established audit, security and compliance guidelines.
• Guide existing and prospective customers on live tours of our Timberline Bank Headquarters
• Attends and participates in meetings as required.
• Represents Timberline Bank in a professional manner which includes a professional image, confidentiality, a positive "can-do" attitude, good attendance, punctuality, flexibility and adaptability in meeting bank and customer needs.
• Perform various other duties as required by management.
• Duties to be expanded on as experience and professional goals are achieved.
• Interact with other teams to collaborate and problem-solve
• Engage professionally in person, emails and on the phone to assist with every customer need or issue
• Work independently and in a team environment to maximize productivity in a most efficient manner
• Actively seek opportunities to lead and contribute to teams outside immediate area of responsibility
• Adhere to Timberline Bank's Core Values

Required Knowledge and Expertise

• High school graduate or equivalent.

Key Competencies

• Be Thorough: Ensure that work is completed thoroughly and correctly; prepare carefully for meetings and presentations.
• Establish and Maintain Personal Credibility: Consistently model behavior that is perceived as responsible, reliable, and ethical.
• Communicate Effectively: Express oneself clearly in interactions with others, both verbally and in writing. Notice, interpret, and anticipate needs and concerns. Ensure that critical information is shared with those who should be kept informed.
• Ability to work independently AND in a fast-paced team environment.
• Possess strong organizational skills with the ability to multi-task and prioritize work.
• Ability to use various office equipment.

Equal Employer Opportunity Statement:

Timberline Bank prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

All job requirements in the job description provided indicate the minimum level of knowledge, skills, and/or abilities deemed necessary to perform the job competently. Job descriptions are an overview of the duties, responsibilities and requirements of the position. Employees may be required to perform other job-related assignments as requested.

Job Type: Full-time

Pay: $31,875.00 - $43,125.00 per year