The Lead CSR/Teller provides excellent customer service, refers customers to the 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, and supporting positive experiences for customers and colleagues. The position deepens customer relationships by understanding customer needs, resolving questions and issues, communicating responsively, and protecting confidential customer information. It also supports financial center operations, including cash counts, reporting requests, balancing records, daily office responsibilities, and training newly hired Customer Service Representatives. The Lead CSR/Teller identifies customer needs and makes appropriate referrals to bankers and other business partners, while maintaining knowledge of retail products, services, policies, and procedures.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED