CUSTOMER SERVICE REPRESENTATIVE/TELLER FLOAT – BRANCH
DEPARTMENT: Operations
CLASSIFICATION: Non-Exempt
REPORTS TO: Branch Manager
SUPERVISES: None
POSITION SUMMARY: Handles all phases of CSR and teller operations by conducting financial and other transactions for new and existing customers in a professional, courteous and timely manner according to bank procedures. Assist with receptionist responsibilities as needed. This position requires extensive customer interaction, and a broad knowledge of all bank products and general operations. Provides exceptional customer service in response to customer needs and requests.
DUTIES: Processing customer transactions; such as, cashing checks, handling deposits, withdrawals, money orders, and cashier’s checks
Balance cash within teller drawer daily; pull and check teller balances daily
Manage and resolve all customer requests for updates, inquiries and any problems either in person or over the phone
Maintain Monetary instruments and Large Currency logs
Process cash advances; Federal tax and spring/fall property taxes; and wire transfers as needed
Processing/Ordering checks and all related products for customers
Attendance at monthly Teller meetings (as needed)
Completion of quarterly compliance and other on-line educational assignments
Compliance with all branch security policies, including but not limited to, proper branch opening and closing (as needed)
Float to various branches to fill teller/CSR positions as needed temporarily
Provide clerical support to appropriate departments as needed
Perform CSR functions as needed. These include New Account Duties as follow:
Provide quality customer service through knowledge of bank products and services
Expand and retain bank customer relationships and solicit new relationships from prospective customers
Promote all bank products and services to new and current customers
Educate new and existing customers about features and benefits of bank products and services.Proactively refer customers to appropriate personnel
Open personal and business accounts while assuring the quality preparation of all proper paperwork
RELATIONSHIPS/QUALIFICATIONS: Responsible to the Branch Manager/Regional Branch Manager for the fulfillment of duties assigned
Skills needed include strong cash handling abilities, knowledge of appropriate government regulations, bank products and operations
Must have the ability to maintain confidentiality in daily operations and interactions with customers, while being proficient with interpersonal relations and communicative skills
Must have the ability to accurately handle transactions and work effectively in a team setting
WORKING CONDITIONS: Normal office environment
Extended viewing of computer screens
Moderate lifting up to 25 pounds
Repetitive hand and arm movement
Environment may necessitate excessive standing
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