Lead CSR/Teller - North Port FL - Full Time

Fifth Third Bank•North Port, FL
•Onsite

About The Position

The Lead CSR/Teller provides excellent customer service, identifies customers’ financial needs, and refers them to appropriate bankers and business partners for consultative conversations. The role handles the most complex Customer Service Representative duties and requires considerable independent judgment. It also supports daily financial center operations, cash balancing and counts, reporting requests, policy compliance, and training newly hired Customer Service Representatives. The position is based in a normal office environment in North Port, Florida, and involves extensive cash handling and computer-screen viewing.

Requirements

  • High school diploma or GED.
  • Ability to handle extensive cash transactions.
  • 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 use sound judgment in decision-making and problem resolution.
  • Ability to act as a leader and resource for customers and the platform team.
  • Ability to demonstrate the company’s core values: work as one bank, take accountability, be respectful and inclusive, and act with integrity.
  • Flexibility in scheduling.
  • Ability to adhere to dress code guidelines.

Responsibilities

  • Listen to customers’ needs, ask questions to understand them, and guide customers to appropriate resources for their financial needs.
  • Follow up on customer questions and find solutions to address issues.
  • Respond promptly and clearly to correspondence.
  • Maintain the confidentiality of customer business and follow the Bancorp Code of Business Conduct and Ethics and related policies.
  • Collaborate with the Financial Center Manager to complete monthly cash counts.
  • Partner with the Financial Center Manager to gather and report monthly FCA requests.
  • Perform daily office responsibilities with Customer Service Representatives and Bankers to maintain efficient office operations.
  • Maintain an accurate balancing record, identify and correct outages, and assist others as needed.
  • Keep current on bank policies and financial center procedures and apply sound judgment within established guidelines.
  • Assist in training newly hired Customer Service Representatives.
  • Identify customer needs during interactions and outreach, then refer customers to Bankers and business partners as appropriate.
  • Maintain working knowledge of Retail products and services.
  • Use appropriate tools to track referrals to personal bankers and business partners.
  • Manage risk by identifying, assessing, monitoring, and reporting risks, elevating concerns, and following policies and procedures.
  • Perform other duties as assigned.

Benefits

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