CSA I (Bank) / Req 1208
About The Position
The Customer Service Assistant I (CSA) performs teller and customer service duties, including processing teller transactions and completing routine customer service tasks such as opening checking, savings, and certificate of deposit accounts and processing account maintenance. The role sells and services deposit accounts, responds to customer inquiries, and resolves issues promptly while following established guidelines, policies, and procedures. The CSA uses needs-based sales techniques to identify referrals and recommend products and services that meet customers’ needs. Strong knowledge of the bank’s deposit and electronic banking products and services is required. The position may float to another local branch to provide staffing coverage when 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 work with a variety of people in a team environment.
- Strong organizational, technical, and computer skills.
- Ability to adapt to change and multitask effectively.
- Strong knowledge of teller and customer service processes, policies, guidelines, and procedures.
- Satisfactory knowledge of banking products and services, with the ability to further develop product knowledge.
- Must already be authorized to work in the United States.
Responsibilities
- Process teller transactions and routine customer service tasks and functions.
- Identify cross-sale opportunities, respond to customer inquiries, and recommend appropriate products or solutions.
- Open basic deposit accounts, assist with electronic banking inquiries and services, complete account maintenance, and make referrals to other lines of business.
- Maintain and balance a cash drawer accurately and efficiently.
- Provide a high level of service to customers, coworkers, and team members.
- Follow security, compliance, operational, and other applicable policies, guidelines, and procedures.
- Participate in ongoing job-related training, including sales, service, compliance, and product knowledge.
- Float to another local branch to cover staffing when needed.
- Perform additional duties as required.
Benefits
- Generous compensation and benefits.
- Flexible work schedules when appropriate.
- Opportunities for growth.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
