About The Position

The CSR / Teller provides excellent customer service, identifies customer needs, and refers customers to appropriate bankers or business partners for consultative conversations. The role supports efficient financial-center operations, performs extensive cash handling, maintains balancing records, and follows bank policies, procedures, and risk controls. The position requires sound judgment, professionalism, confidentiality, and flexibility in scheduling. It is based in a normal office environment and involves extensive computer-screen viewing.

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.
  • Adhere to dress code guidelines.

Responsibilities

  • Listen to customers, understand their financial needs, and guide them to appropriate resources.
  • Follow up on customer questions and find solutions to address issues.
  • Communicate responsively and keep correspondence clear and timely.
  • Maintain confidentiality of customer business and follow the Bancorp Code of Business Conduct and Ethics and related policies.
  • Perform daily office responsibilities with the platform team to maintain efficient office operations.
  • Maintain balancing records in accordance with policy, identify and correct outages, and enlist help as needed.
  • Keep current on bank policies and financial-center procedures.
  • Handle consumer and business customer problems professionally and refer complex issues to the Lead Customer Service Representative or other leadership as needed.
  • 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.
  • Build and maintain 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 employees and their families in physical, financial, emotional, and social well-being.
  • Differentiated compensation offerings.
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