The Lead CSR/Teller provides excellent customer service, listens to customers’ needs, addresses questions and issues, and refers customers to appropriate bankers or business partners for consultative conversations. The role handles the most complex Customer Service Representative duties and exercises considerable independent judgment while maintaining confidentiality, ethical conduct, and compliance with bank policies and procedures. The position supports the efficient operation of the financial center through cash-count coordination, reporting, daily office responsibilities, maintaining balancing records, resolving outages, keeping current on policies and procedures, and helping train newly hired Customer Service Representatives. It also builds and maintains knowledge of retail products and services and uses appropriate tools to track referrals. The role serves as a resource for customers and the platform team and operates with a focus on risk management and a positive customer experience.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED