The Lead CSR/Teller provides excellent customer service, refers customers to appropriate business partners for consultative conversations, and performs the most complex Customer Service Representative duties with considerable independent judgment. The role is accountable for managing risk, following policies and procedures, protecting customer confidentiality, and ensuring that actions support a positive customer experience. The position supports financial center operations by coordinating cash counts and FCA requests with the Financial Center Manager, maintaining balancing records, resolving outages, keeping current on policies and procedures, and assisting with training newly hired Customer Service Representatives. It also identifies customer needs and makes and tracks referrals to Bankers and other business partners. The role has no supervisory responsibilities and is based in a normal office environment in Waxhaw, North Carolina.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED