About The Position

The CSR/Teller provides excellent customer service and helps customers connect with the appropriate business partners for consultative conversations about their financial needs. The role supports daily financial center operations, handles extensive cash transactions, maintains accurate balancing records, and follows bank policies and procedures. The CSR/Teller is responsible for managing and reporting risk, protecting customer confidentiality, and demonstrating sound judgment and ethical behavior to support a positive customer experience.

Requirements

  • High school diploma or GED.
  • Ability to handle extensive cash transactions.
  • Ability to interact comfortably and confidently with the public.
  • Knowledge of retail policies and procedures sufficient to perform the essential duties.
  • Ability to take initiative and demonstrate sound judgment in decision-making and problem resolution.
  • Demonstrate the company’s core values: work as one bank, take accountability, be respectful and inclusive, and act with integrity.
  • Flexibility in scheduling.
  • Ability to adhere to dress code guidelines.

Responsibilities

  • Listen to customers’ needs, ask questions to understand them, and guide customers to appropriate financial resources.
  • Follow up on customer questions and find solutions to address issues.
  • Communicate responsively and in a timely manner.
  • Keep customer business confidential and follow the Bancorp Code of Business Conduct and Ethics and related policies.
  • Perform daily office responsibilities with the platform team to support efficient office operations.
  • Maintain a balancing record in accordance with policy, identify and correct outages, and seek assistance as needed.
  • Keep current on bank policies and financial center procedures.
  • Handle consumer and business customer problems professionally, referring complex issues to the Lead Customer Service Representative or other leadership as appropriate.
  • Use sound judgment and follow established guidelines and procedures.
  • Identify customer needs during interactions and outreach, and refer customers to Bankers and business partners as appropriate.
  • Maintain working knowledge of Retail products and services.
  • Use appropriate tools to track referrals to personal bankers and business partners.
  • Perform other duties as assigned.

Benefits

  • Comprehensive benefits programs designed to support physical, financial, emotional, and social well-being.
  • Differentiated compensation offerings.
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