Customer Service Representative Lead

United Midwest Savings Bank • Westerville, OH

1d • Onsite

About The Position

United Midwest Savings Bank is hiring a full-time, non-exempt Customer Service Representative Lead at its State Street Branch. Lead Tellers provide excellent customer service, resolve customer concerns, follow procedures to minimize errors and reduce fraud, and process account transactions effectively. They work under limited supervision, assist with workflow so tellers can be successful, balance their cash daily, build rapport with people, and help others while maintaining ethics and integrity and embracing diversity.

The role handles complex customer inquiries and complaints, processes complex transactions, and identifies opportunities to refer customers to appropriate staff. It also involves cashing checks, processing savings withdrawals and cash advances, verifying that documents are properly authorized, in proper form, and within authorized limits, and deciding how to handle questionable items presented for cashing.

Requirements

• High school diploma, general education degree, or equivalent; or an equivalent combination of education and experience.
• Two to three years of experience as a teller, or an equivalent combination of education and experience.
• Proven customer support experience.
• Excellent verbal and written communication skills.
• Ability to multitask, prioritize, and manage time effectively.
• Basic office machine operation skills, including printers, scanners, copiers, fax machines, and postage machines.

Responsibilities

• Handle complex customer inquiries or complaints.
• Process complex transactions.
• Identify opportunities to refer customers to appropriate staff.
• Cash checks, savings withdrawals, and cash advances.
• Confirm that necessary documents are properly authorized, in proper form, and within authorized limits.
• Make decisions when questionable items are presented for cashing.
• Assist with workflow to help tellers be successful.
• Balance cash daily.
• Follow procedures to minimize errors and reduce fraud.
• Provide excellent customer service and process account transactions effectively.

Benefits

• Paid time off (PTO)
• Medical insurance
• Dental insurance
• Vision insurance
• 401(k)
• Paid family leave

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED