The Lead CSR/Teller provides excellent customer service, refers customers to appropriate business partners for consultative conversations, and handles the most complex Customer Service Representative duties with considerable independent judgment. The role is accountable for identifying, assessing, managing, monitoring, and reporting risks while following bank policies and procedures and promoting a positive customer experience. The position deepens customer relationships through attentive service, follow-up, clear communication, and confidentiality. It supports financial center operations by coordinating monthly cash counts and FCA requests with the Financial Center Manager, maintaining balancing records, resolving outages, completing daily office responsibilities, staying current on policies and procedures, and assisting with training newly hired Customer Service Representatives. The Lead CSR/Teller identifies customer needs and makes appropriate referrals to Bankers and business partners, maintaining knowledge of retail products and using referral-tracking tools. The role involves extensive cash handling and public contact, requires adherence to dress-code guidelines, and is performed in a normal office environment with extensive computer-screen viewing. Scheduling flexibility is required. No supervisory responsibilities are assigned. The position is located in Cape Coral, Florida.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED