About The Position

The Lead Customer Service Representative/Teller provides excellent customer service, refers customers to appropriate business partners for consultative conversations, and handles the most complex CSR duties 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 supports financial center operations, including cash counts, FCA requests, daily office responsibilities, balancing records, correcting outages, and keeping current with bank policies and procedures. It also assists with training newly hired Customer Service Representatives and serves as a leader and resource for customers and the platform team. The role is located in Hilliard, Ohio, and requires flexibility in scheduling. Spanish is preferred.

Requirements

  • High school diploma or GED.
  • Extensive cash-handling work.
  • In-depth knowledge of retail policies and procedures to perform essential duties with minimal supervision.
  • Ability to interact comfortably and confidently with the public.
  • Ability to take initiative and demonstrate sound judgment in decision-making and problem resolution.
  • Ability to act as a leader and resource for customers and the platform team.
  • Demonstrate company core values: work as one bank, take accountability, be respectful and inclusive, and act with integrity.
  • Flexibility in scheduling.
  • Adherence to dress code guidelines.
  • Bilingual Spanish is preferred.

Nice To Haves

  • Spanish bilingual ability.

Responsibilities

  • Listen to customers’ needs, ask questions to understand them, and guide them to appropriate solutions and financial services.
  • Follow up on customer questions, resolve issues, and communicate responsively and clearly.
  • Maintain confidentiality of customer business and comply with the Bancorp Code of Business Conduct and Ethics and related policies.
  • Collaborate with the Financial Center Manager to complete monthly cash counts and gather and report monthly FCA requests.
  • Perform daily office responsibilities with CSRs and Bankers to support efficient financial center operations.
  • Maintain an accurate balancing record, identify and correct outages, and assist others as needed.
  • Stay current on bank policies and financial center procedures and use sound judgment within established guidelines.
  • Assist in training newly hired Customer Service Representatives.
  • 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.

Benefits

  • Comprehensive benefits supporting employees’ and families’ physical, financial, emotional, and social well-being.
  • Differentiated compensation offerings.
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