Float CSR/Teller - Southeast Michigan - Full Time
About The Position
The Float CSR/Teller provides excellent customer service and refers customers to appropriate business partners for consultative conversations. The role is accountable for managing risk, following policies and procedures, maintaining customer confidentiality, and helping create a positive customer experience. It requires collaboration across different financial centers and flexibility in scheduling. The position supports efficient financial center operations, maintains balancing records, resolves cash outages, keeps current on bank policies and procedures, and handles customer issues professionally. The Float CSR/Teller identifies customer needs and refers them to bankers or other business partners, while maintaining knowledge of retail products and services and using appropriate referral-tracking tools. The position is based in a normal office environment, involves extensive computer-screen viewing and cash handling, and requires travel. The role has no supervisory responsibilities.
Requirements
- High school diploma or GED.
- Ability to handle extensive cash transactions.
- Ability to interact comfortably and confidently with the public and adhere to dress code guidelines.
- In-depth knowledge of retail policies and procedures to perform the essential duties.
- Ability to take initiative and demonstrate sound judgment in decision-making and problem resolution.
- Demonstrate the company’s core values: work as one bank, take accountability, be respectful and inclusive, and act with integrity.
- Flexibility in scheduling.
Responsibilities
- Listen to customers, understand their needs, and guide them to appropriate resources or business partners.
- Follow up on customer questions, resolve issues, and communicate responsively and promptly.
- Protect the confidentiality of customer business and follow the Bancorp Code of Business Conduct and Ethics and related policies.
- Perform daily office responsibilities in coordination with the platform team to support efficient office operations.
- Maintain balancing records in accordance with policy, identify and correct outages, and enlist help as needed.
- Stay current on bank policies and financial center procedures, and share feedback with the RAM, Financial Center Manager, and Program Manager.
- Handle consumer and business customer problems professionally, escalating complex issues to the Lead Customer Service Representative or other leadership as appropriate.
- Use sound judgment and follow established guidelines and procedures.
- Identify customer needs during interactions and outreach, and refer customers to bankers and business partners as appropriate.
- Maintain working knowledge of retail products and services and use appropriate tools to track referrals.
- Perform other duties as assigned.
- Work collaboratively in different financial centers.
Benefits
- Comprehensive benefits supporting employees’ and families’ physical, financial, emotional, and social well-being.
- Differentiated compensation offerings.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
