Customer Service Representative Lead

United Midwest Savings Bank•Westerville, OH

2d•Onsite

About The Position

About UMWSB: We are not your typical bank, and we like it that way. Our four business pillars, SBA Lending, Consumer Lending, Mortgage Lending, and Deposit Banking allow us to attract unique candidates of all experience levels to join our growing team. What We Stand For Our products, services, and expertise have the feel of a small community bank, but the reach of a national brand. We at United Midwest Savings Bank are proud of the responsible, ethical manner in which our company has operated since its opening. We realize our success is a direct result of meeting our customer's needs and we continue to operate with your interests as our guide. Employment Type: Full-Time, Non-Exempt Location : State Street Branch Reports to : Branch Manager Position Summary: Lead Tellers are able to handle a variety of tasks including providing excellent customer service in all customer interactions, helping to resolve customer concerns, following procedures to minimize errors and reduce fraud, processing account transactions effectively. Lead Tellers work under limited supervision, assist with workflow to ensure tellers are successful, consistently balance their cash daily, have great rapport with people, and enjoy helping others while maintaining ethics, integrity, and embracing diversity.

Requirements

High school diploma, general education degree or equivalent; and two to three years of experience as a teller; or equivalent combination of education and experience.
Proven customer support experience.
Excellent verbal and written communication skills.
Ability to multi-task, prioritize and manage time effectively.
Basic Office Machine Operation Skills, Printers, Scanners, Copiers, Fax, postage machine, etc.

Responsibilities

Handles complex customer inquiries or complaints, processes complex transactions, and identifies opportunities to refer customers to appropriate staff as indicated.
Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing.