The Lead CSR/Teller provides excellent customer service, refers customers to appropriate business partners for consultative conversations, and performs the most complex duties of a Customer Service Representative with considerable independent judgment. The role is accountable for managing risk, following policies and procedures, and supporting positive customer experiences while operating within the Bank’s risk appetite. The position deepens customer relationships through attentive listening, follow-up, issue resolution, and clear communication. It also supports financial center operations, including cash-count coordination, monthly reporting requests, balancing records, daily office responsibilities, policy knowledge, and training newly hired Customer Service Representatives. The Lead CSR/Teller identifies customer needs and makes appropriate referrals to Bankers and business partners, tracking referrals with the appropriate tools. The role has no supervisory responsibilities.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED