The Lead CSR/Teller provides customer care for daily banking transactions, inquiries, and problem resolution in accordance with bank policies. The role performs complex customer service representative duties with considerable independent judgment, refers customers to appropriate business partners for relevant products and services, and manages risks in line with the Bank’s risk appetite and procedures. The Lead CSR/Teller supports efficient financial-center operations, maintains transaction and balancing controls, and serves as a resource for customer service representatives. The position monitors work behind the CSR line, delegates work, helps train staff, and escalates issues to the Customer Services Manager as needed. It also builds customer relationships, identifies customer needs, and makes referrals toward sales goals.
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Job Type
Full-time
Career Level
Senior
Education Level
High school or GED