About The Position

The Customer Service Assistant I (CSA) Float performs a variety of teller and customer service duties as needed. This role is highly proficient in processing teller transactions and completing basic customer service tasks such as opening routine checking, savings, and certificate of deposit accounts, and processing account maintenance. Working within established guidelines, policies, and procedures, the individual will sell and service all deposit accounts, handle various customer inquiries, and provide prompt problem resolution. Strong knowledge of the Bank’s various deposit and electronic banking products and services is required. Using needs-based sales techniques, the incumbent will uncover referral opportunities and recommend appropriate products and services to meet customers’ needs. The position may also float to another local branch to cover staffing if needed.

Requirements

  • Minimum of one year of teller or customer service banking experience in a branch or call center environment.
  • Strong sales, service, interpersonal, and communication skills.
  • Ability to interact well with others and enjoy working with a variety of people in a team environment.
  • Strong organizational, technical, and computer skills.
  • Ability to adapt well to change and effectively multitask.
  • Strong knowledge of teller and customer service processes, policies, guidelines, and procedures.
  • Satisfactory product knowledge of banking products and services with ability for further development.
  • Must already be authorized to work in the United States.

Responsibilities

  • Perform a variety of teller and customer service duties as needed.
  • Process teller transactions and complete basic customer service related tasks such as opening routine checking, savings and certificate of deposit accounts, and processing account maintenance.
  • Sell and service all deposit accounts, handle various customer inquiries, and provide prompt problem resolution.
  • Use needs-based sales techniques to uncover referral opportunities and recommend appropriate products and services.
  • Maintain and balance a cash drawer accurately and efficiently.
  • Provide a high level of service to customers, coworkers, and team members.
  • Understand and follow various policies, guidelines, and procedures including security, compliance, and operations.
  • Participate in on-going job-related training programs including but not limited to sales, service, compliance, and product knowledge.
  • Float to another local branch to cover staffing if needed.
  • Perform additional duties as required.

Benefits

  • Generous compensation
  • Benefits
  • Opportunities for growth
  • Flexible work schedules when appropriate
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