Teller/CSR (72075)

SOUTHEAST BANKAthens, TN
Onsite

About The Position

This role serves as the primary point of contact for valued customers, providing prompt, efficient, and accurate transaction services. Tellers are expected to represent the Bank courteously and professionally, identifying and referring customer needs to appropriate departments. As a Customer Service Representative (CSR), this position is often the first interaction for new accounts, helping customers form a positive opinion of the bank. CSRs recommend and open personalized product and service solutions based on customer needs, aiming to build long-lasting relationships and match customers with solutions to achieve their financial goals.

Requirements

  • Ability to operate on-line teller terminal and other standard office equipment
  • Successful completion of teller training and any other compliance training deemed necessary by the Bank
  • Excellent customer service skills
  • In-depth knowledge of all Bank deposit products and policies
  • Attention to detail
  • Interpersonal skills to represent the Bank in a positive way in dealing with customers and other employees
  • Ability to multitask
  • Tact and diplomacy in dealing with both customers and employees
  • Good communication skills
  • Detail orientated
  • High school diploma or equivalent, required
  • Cash handling or sales experience, required
  • Prior Customer Service experience, required
  • Banking customer service experience, required

Nice To Haves

  • Associates or Bachelor's degree, preferred

Responsibilities

  • Deliver exceptional customer service
  • Complete customer transactions according to established guidelines
  • Identify referral opportunities and make appropriate referrals
  • Contribute, support, and develop effective relationships with all branch partners
  • Ensure compliance with internal controls, operations procedures, and risk management policies
  • Pursue on-going education of SouthEast Bank products, services, other lines of business, and federal regulations
  • Ensure that all business transactions and practices comply with all regulations
  • Carry out other duties as requested or assigned
  • Work in a fast-paced environment, under pressure while multitasking
  • Follow all Bank policies and procedures
  • Use resources to conduct effective client conversations in person and on the telephone and open retail accounts
  • Provide financial solutions that meet client needs
  • Refer to other lines of business partners for additional solutions
  • Cross-sell bank products and services based on customer needs, in accordance with the bank's program standards
  • Make proactive outbound calls to clients and prospects
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