Customer Service Associate Lead / CSR (Head Bank Teller)

Queenstown Bank of Maryland.Easton, MD
just now

About The Position

This position is responsible for providing strong leadership for our Customer Service Associates by modeling the delivery of exceptional service for our customers, building and expanding strong relationships, supporting various operational needs of the customers and overseeing daily operations of the Teller Line.

Requirements

  • High school diploma or GED.
  • One year of Teller experience and/or banking customer service required.
  • Demonstrated understanding of branch operation activities, terminology, products, and services
  • Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
  • Strong computer skills to include database and Microsoft Office.
  • Ability to work independently and as a team member.
  • Detail oriented.
  • Basic math skills to include the ability to calculate interest and balance accounts.
  • Excellent communication skills
  • Good organizational and time management skills.
  • Ability to apply good judgement to carry out instructions, interpret documents, understand procedures, write reports and correspondence.

Responsibilities

  • Build relationships by developing trust and engaging in conversations to understand customers’ financial needs and uncovering opportunities to grow their relationships.
  • Supervise and monitor Customer Service Associates by providing guidance and training to ensure superior service and operational excellence.
  • Open a variety of new accounts for customers including checking, IRA’s, and CD’s; Providing information and answering questions regarding interest rates, fees, and bank policies.
  • Handle account servicing requests including stop payment requests, wire transfers, dormant account reactivation, address changes, travel notifications, research, and ATM/Debit card orders.
  • Educate customers on digital services to deepen their understanding of alternative service opportunities and fraud solutions.
  • Work closely with colleagues throughout the bank to achieve branch goals and provide an exceptional customer experience.
  • Support CSAs as needed by processing customer transactions.
  • Follow all banking regulations, security and operational procedures to protect customers and bank assets.
  • Make decisions when questionable items are presented for cashing.
  • Provide support to less experienced branch staff members.
  • Comply with and work toward branch goals to achieve or exceed branch growth potential.
  • Adheres to Bank policies and procedures required by federal and state statutes, laws and regulatory rules.
  • Adheres to Company’s Safety and Security Policies and Procedures.
  • Adheres to Company’s behavioral standards and Core Values, which are Trust, Customer. Commitment, Teamwork, Excellence and Performance.
  • Performs other duties as assigned by management.

Benefits

  • Medical, Dental and Vision insurance offered 1st of the month following 30 days of employment
  • Paid Time Off (PTO) starts at 3 weeks per calendar year (prorated for new hires based on start date)
  • 12 Paid Holidays (including Birthday)
  • 401K retirement plan with up to a 4% Company match and immediate vesting
  • Tuition Reimbursement
  • Employer paid life insurance
  • Employer paid disability insurance
  • Voluntary life and disability insurance
  • Employee Assistance Program
  • Employee Discounts and Perks
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service