Teller/CSR

SOUTHEAST BANK•Knoxville, TN
•Onsite

About The Position

The Teller/Customer Service Representative serves SouthEast Bank customers in a branch setting. As a teller, the role provides prompt, efficient, accurate service, conducts customer transactions, identifies customer needs, makes appropriate referrals, and represents the Bank courteously and professionally. As a backup Customer Service Representative, the role helps new and existing customers identify and open personalized retail accounts and other products or services that support their financial goals. The position also supports sales and service opportunities, develops customer relationships, and works with branch and other business partners. The role requires compliance with Bank policies, internal controls, operating procedures, risk management policies, and applicable regulations. The employee pursues continuing education on Bank products, services, other business lines, and federal regulations, and carries out other duties as assigned.

Requirements

  • High school diploma or equivalent.
  • Cash handling or sales experience.
  • Prior customer service experience.
  • Banking customer service experience.
  • Ability to operate an online teller terminal and standard office equipment.
  • Successful completion of teller training and any other compliance training required by the Bank.
  • Excellent customer service skills and in-depth knowledge of Bank deposit products and policies.
  • Attention to detail, multitasking ability, and good communication and interpersonal skills.
  • Tact and diplomacy when dealing with customers and employees.

Nice To Haves

  • Associate or bachelor's degree.

Responsibilities

  • Deliver exceptional customer service and complete customer transactions according to established guidelines.
  • Identify customer referral opportunities and make appropriate referrals to other Bank departments and business partners.
  • Build and maintain effective relationships with branch partners and customers.
  • Ensure compliance with internal controls, operational procedures, risk management policies, Bank policies, and applicable regulations.
  • Continue learning about SouthEast Bank products, services, other business lines, and federal regulations.
  • Work effectively in a fast-paced, high-pressure environment while multitasking.
  • Conduct effective customer conversations in person and by telephone, and open retail accounts.
  • Recommend financial solutions that meet customer needs and cross-sell Bank products and services in accordance with program standards.
  • Make proactive outbound calls to customers and prospects.
  • Carry out other duties as requested or assigned.
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