Teller / CSR Float

Teller / Csr Float

The Teller / CSR Float is responsible for providing exceptional customer service and support across various locations. This role involves operating a full-service teller station, processing customer transactions, promoting bank services, opening new accounts, and assisting with consumer loan inquiries. The position requires flexibility, strong communication skills, and a commitment to maintaining high standards of service and accuracy. The Teller / CSR Float plays a crucial role in managing customer relationships and enhancing the bank's visibility within the community.

Operate a full-service teller station to receive and process a variety of customer transactions.

Prepare and maintain various reports and records.

Promote the bank's services and cross-sell products.

Accept deposits, process withdrawals, and cash checks.

Process loan payments and various business payments, providing reporting as needed.

Provide additional customer service, including cashier's checks, personal money orders, savings bonds, certified checks, credit card payments, cash advances, and access to safe deposit boxes.

Balance cash drawer and complete the Branch Daily ATM Checklist.

Process items for collection and open night deposit, recording night deposit bags.

Wrap coin and maintain control of cash drawer.

Solve customer problems and answer telephones to assist bank clients and prospects.

Assist customers with balancing their accounts and processing check orders.

Complete CTRs and the Monetary Instruments Log as required.

Ensure the teller procedural manual is kept current and utilize it as a resource.

Make recommendations to supervisors for department improvements.

Assist with coverage at various locations.

Greet and wait on lobby customers to help them or direct them to someone who can assist them.

Explain the different types of accounts available to customers and assist in the selection of the most appropriate accounts for their needs.

Open all types of personal or business accounts, prepare all related documentation, and maintain updated contact information.

Assist customers with requests or complaints and research account problems.

May assist customers with consumer loan inquiries by interviewing customers, assisting them in completing applications, and providing loan-related information.

Order checks online and transfer funds to various accounts.

Assist customers in the safe deposit box area.

Correspond with attorneys with account information as needed.

Manage customer relationships through quality customer service.

Type correspondence when necessary.

Make suggestions and recommendations to update the CSR manual as needed.

Perform branch audits and reports.

Have check signing responsibilities and teller override responsibilities.

Keep abreast of current rules and regulatory requirements.

Make recommendations to supervisors about possible methods to improve the department.

Participate in community affairs to increase the bank's visibility and enhance new business opportunities.

Assume additional responsibilities as directed.

Required Skills and Abilities :

Strong customer service skills with the ability to build and maintain positive relationships.

Excellent communication skills, both verbal and written.

Strong problem-solving skills with the ability to handle customer inquiries and issues effectively.

Attention to detail and accuracy in processing transactions and maintaining records.

Proficiency in using computers, including Microsoft Office applications and banking software.

Ability to multitask and manage time effectively in a fast-paced environment.

Strong organizational skills with the ability to prioritize tasks.

Ability to work independently as well as part of a team.

Flexibility and adaptability to work at various locations as needed.

Strong sales and cross-selling skills to promote bank products and services.

Ability to maintain confidentiality of customer information.

Required Education and Experience :

High school diploma or equivalent.

Previous cash handling experience desired.

Previous customer service experience preferred.

Prior teller experience desired.

Good communication skills, good keyboarding and PC skills, and proficient telephone skills.

Valid driver's license with a clean driving record.

Willingness and ability to cross-sell services.

Ability to travel for coverage as needed at various locations.