The teammate operates a teller window by providing prompt, efficient, accurate and high-quality customer service. Represent the Bank in a courteous, professional manner, alert to customer needs and willing to cross-sell or refer the customer to appropriate staff.
Provide support and training to the CSR staff.
Essential Functions :
- Uphold the "Culture of Excellence" and provide high quality customer service to all clients all the time
- Comply with all banking regulations and our own Bank policies, procedures and objectives
- Maintain proper procedures and security controls to protect against criminal and fraudulent activity and unnecessary risk or exposure, including but not limited to following Bank policies and procedures to ensure confidentiality and obtaining all proper identification on telephone and electronic inquiries
- Provide clients with accurate account, product or service information
- Process checking and savings transactions, negotiable instruments (i.e. official checks, money orders and traveler's checks), loan payments and safe deposit box rental payments in a timely, accurate manner
- Provide supervisory support and training to CSR staff
- Monitor CSR daily operations to ensure daily balancing is complete in a timely and accurate manner
- Assist CSRs with cash difference reconciliation
- Transmit data for the branch capture system
- Maintain basic knowledge of Bank services and products
- Evaluate customer product / service needs to ensure client satisfaction, and refer any transactions to appropriate departments as needed
- Balance transactions at end of day and verify cash totals
- May be trained for and assigned to Platform duties, opening accounts and / or providing support for Platform functions as directed by managers
Required Education, Experience and Skills :
- High school diploma or equivalent
- Minimum of 1 year experience as a CSR / teller in a financial institution
- Excellent communication and customer service skills, exhibiting a high degree of professionalism
- Excellent interpersonal skills, with the proven ability to interact effectively with individuals from diverse backgrounds
- High degree of accuracy and attention to detail
- Ability to interpret data and identify problems
- Basic computer proficiency and terminal knowledge
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