About The Position

The CSR/Teller provides excellent customer service, listens to customers’ needs, helps address questions and issues, and refers customers to appropriate bankers or business partners for consultative conversations. The role supports daily financial center operations, maintains accurate balancing records, follows bank policies and procedures, protects customer confidentiality, and manages risk in accordance with the Bank’s risk appetite. The position has no supervisory responsibilities and is based in a normal office environment with 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

  • Build customer relationships by listening to customer needs, asking questions, and guiding customers to appropriate financial resources.
  • Follow up on customer questions and find solutions to address issues.
  • Respond to correspondence in a timely and clear manner.
  • Keep customer business confidential and follow the Bancorp Code of Business Conduct and Ethics and related policies.
  • Perform daily office responsibilities in coordination with the platform team to support efficient office operations.
  • Maintain balancing records in accordance with policy, identify and correct outages, and seek assistance as needed.
  • Stay current on bank policies and financial center procedures.
  • Handle consumer and business customer problems professionally, escalating 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 employees’ and families’ physical, financial, emotional, and social well-being.
  • Differentiated compensation offerings.
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