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Added 2 mins ago
SO
Enterprise Architect
State of Washington
Olympia, WA
- $9,478 to $12,437 USD / month
…instrumental in advancing our emerging Artificial Intelligence (AI) Program, helping establish responsible AI governance, evaluate innovative technologies, and develop strategic roadmaps…
Added 3 mins ago
Sr. Civil Design Engineer, DCDE AMER Civil East
Amazon Data Services, Inc.
Austin, TX · Columbus, OH · Herndon, VA
- Manage multiple fast paced projects simultaneously. Foresee and manage internal Technical Program Manager’s (TPM’s) expectation regarding project-specific cost and schedules variables.
Added 5 mins ago
SO
Disctrict Construction Engineer (TBC) - Mason City
State of Iowa
Mason City, IA
- $55.41 to $78.8 USD / hour
…materials technicians, District Engineer, District Maintenance Manager and their staff, Resident Construction Engineers and their staff, District Design Engineers and their staff, County…
Added 6 mins ago
Abdominal Transplant Account Manager - Dallas-Fort Worth
CareDx, Inc.
Dallas, TX · TX
The Transplant Account Manager (TAM) is responsible for driving adoption and volume growth of the CareDx transplant diagnostics portfolio and ecosystem…
Added 17 mins ago
Travel MEP Superintendent-Mission Critical
STO Building Group
Tulsa, OK
Interacts with the Project Manager to determine the project schedule; develops and utilizes "look ahead" schedules to assess progress and spot upcoming issues.
Added 17 mins ago
Travel MEP Superintendent-Mission Critical
STO Building Group
Hutto, TX
Interacts with the Project Manager to determine the project schedule; develops and utilizes "look ahead" schedules to assess progress and spot upcoming issues.
Added 17 mins ago
Travel MEP Superintendent-Mission Critical
STO Building Group
Kansas City, MO
Interacts with the Project Manager to determine the project schedule; develops and utilizes "look ahead" schedules to assess progress and spot upcoming issues.
Added 17 mins ago
Travel Senior Superintendent - Mission Critical
STO Building Group
Eagle Mountain, UT
Reviews status and project progress with the Project Manager and client representatives on a regular basis. Large projects include multiple Superintendents.
Added 17 mins ago
Travel MEP Superintendent-Mission Critical
STO Building Group
Eagle Mountain, UT
Interacts with the Project Manager to determine the project schedule; develops and utilizes "look ahead" schedules to assess progress and spot upcoming issues.
Added 17 mins ago
Travel Superintendent-Mission Critical
STO Building Group
Hutto, TX
Interacts with the Project Manager to determine the project schedule; develops and utilizes "look ahead" schedules to assess progress and spot upcoming issues.
Added 17 mins ago
Travel Senior Superintendent - Mission Critical
STO Building Group
Kansas City, MO
Reviews status and project progress with the Project Manager and client representatives on a regular basis. Large projects include multiple Superintendents.
Added 17 mins ago
Travel Superintendent-Mission Critical
STO Building Group
Tulsa, OK
Interacts with the Project Manager to determine the project schedule; develops and utilizes "look ahead" schedules to assess progress and spot upcoming issues.
Added 17 mins ago
Travel Senior Superintendent - Mission Critical
STO Building Group
Tulsa, OK
Reviews status and project progress with the Project Manager and client representatives on a regular basis. Large projects include multiple Superintendents.
Added 17 mins ago
Travel Superintendent-Mission Critical
STO Building Group
Eagle Mountain, UT
Interacts with the Project Manager to determine the project schedule; develops and utilizes "look ahead" schedules to assess progress and spot upcoming issues.
Added 17 mins ago
Travel Senior MEP Project Manager-Mission Critical
STO Building Group
Tulsa, OK
The Senior MEP Project Manager is responsible for the overall planning, management, and execution of work for assigned construction projects. May be assigned responsibility for one or more…
Added 17 mins ago
Travel MEP Project Manager-Mission Critical
STO Building Group
Eagle Mountain, UT
The MEP Project Manager is responsible for the overall planning, management, and execution of work for assigned construction projects. May be assigned responsibility for one or more…
Added 17 mins ago
Travel Superintendent-Mission Critical
STO Building Group
Kansas City, MO
Interacts with the Project Manager to determine the project schedule; develops and utilizes "look ahead" schedules to assess progress and spot upcoming issues.
Added 17 mins ago
Travel Senior MEP Project Manager-Mission Critical
STO Building Group
Eagle Mountain, UT
The Senior MEP Project Manager is responsible for the overall planning, management, and execution of work for assigned construction projects. May be assigned responsibility for one or more…
Added 17 mins ago
Travel MEP Project Manager-Mission Critical
STO Building Group
Kansas City, MO
The MEP Project Manager is responsible for the overall planning, management, and execution of work for assigned construction projects. May be assigned responsibility for one or more…
Added 17 mins ago
Travel Senior MEP Project Manager-Mission Critical
STO Building Group
Kansas City, MO
The Senior MEP Project Manager is responsible for the overall planning, management, and execution of work for assigned construction projects. May be assigned responsibility for one or more…
Added 17 mins ago
Travel MEP Project Manager-Mission Critical
STO Building Group
Tulsa, OK
The MEP Project Manager is responsible for the overall planning, management, and execution of work for assigned construction projects. May be assigned responsibility for one or more…
Added 17 mins ago
Travel Senior Project Manager - Mission Critical
STO Building Group
Eagle Mountain, UT
The Senior Project Manager has the experience and expertise to assume a leadership role on individual projects of larger size or greater complexity. May supervise other Project Managers,…
Added 17 mins ago
Travel Project Manager - Mission Critical
STO Building Group
Kansas City, MO
The Project Manager is responsible for the overall planning, management, and execution of work for assigned construction projects. May be assigned responsibility for one or more projects at…
Added 17 mins ago
Travel Senior Project Manager - Mission Critical
STO Building Group
Tulsa, OK
The Senior Project Manager has the experience and expertise to assume a leadership role on individual projects of larger size or greater complexity. May supervise other Project Managers,…
Added 17 mins ago
Travel Project Manager - Mission Critical
STO Building Group
Tulsa, OK
The Project Manager is responsible for the overall planning, management, and execution of work for assigned construction projects. May be assigned responsibility for one or more projects at…

Charlesbridge

Customer Service Representative

Needham, MA, United States

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Job details

Posting language: English
Posted: Nov 4, 2026

Original job description

Customer Service Representative SUMMARY Under the general supervision Branch Manager, performs a variety of customer service and related duties to meet sales and service objectives and ensure the ongoing effectiveness of customer service in conformance with established Bank policies, strategies, and procedures. ESSENTIAL DUTIES AND RESPONSIBILITIES Greet customers of the Bank cordially and professionally and provide efficient, effective, and courteous customer service in person and via telephone. Perform a variety of customer service duties. Open and close accounts and process a wide variety of transactions. Process necessary paperwork. Respond to customer inquiries. Understand, explain, and cross-sell products and services of benefit to the customer such as checking and savings accounts, certificate of deposit accounts, individual retirement accounts (IRA), loan products, credit cards, debit cards, and digital services. Maintain current knowledge of all Bank products and services. May perform teller duties as required. Process all necessary transactions and issue receipts accordingly. Answer customer inquiries; investigate and correct errors, using Bank and customer records. Admit customers to the safe deposit box vault area following Bank procedures. Open and surrender safe deposit boxes as requested. Maintain current knowledge of passbook loans and forward them to appropriate personnel for underwriting and approval. Accept line of credit (CheckProtec) applications and forward them to appropriate personnel for underwriting and approval. Execute wire transfers of funds. Process credit card applications. Assist customers with Official check and Teller\'s check inquiries. Search for the status of a check. Obtain copies of cleared checks. Place stop payments. Reissue checks. Assist customers with a wide range of IRA transactions. Trustee Transfers, Direct Rollovers, Rollovers. Process contributions and distributions. May occasionally serve as back-up to Front Desk Coordinator. Maintain and encourage an ongoing sales culture within the branch. Perform clerical duties including, but not limited to, pending work and daily mail. Ability to use Microsoft Word and Excel proficiently. Ability to write professional, clear, concise correspondence to internal and external recipients. Participate in the consolidation of daily teller work and the balancing of the ATM. Acknowledge opportunities to generate referrals to other areas of the bank including but not limited to the Investment Center, Wealth & Asset Management (Plimoth Investment Advisers - PIA), Residential & Commercial Lending, and Business Banking Services. Exhibit excellent customer service and actively participate in the Your Bank Rewards Referral Program. Attending sales, service, and product training sessions regularly and actively participating in branch meetings. Adhere to Bank\' dress code policy. Participate in community activities representing Dedham Savings. Perform all duties by prescribed regulatory compliance guidelines. Ensure compliance with established security procedures as well as cash handling procedures. Adhere to audit and regulation policies and procedures and complete annual training on all required regulations including but not limited to Regulation CC, AML/BSA, and GLB/Privacy. Assist in ensuring the branch meets yearly goals. Complete all internal Bank training as assigned and required. Adhere to the Bank\'s privacy and data security policies including but not limited to safeguarding of sensitive information and complying with relevant regulations to protect non-public information. Exhibit the ability and desire to embrace and enhance the Bank culture. Partial description, click MORE INFORMATION to view full description.

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Skills

Customer service
Sales
Front Desk
Perform clerical duties
Microsoft Word
Microsoft Excel
Regulatory compliance
Cash handling

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