Teller III/Customer Service Representative

Blue Sky Bank-posted 10 months ago
Fort Worth, TX
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Join Blue Sky Bank's Dedicated Team as a Teller III/Customer Service Representative! For over a century, Blue Sky Bank has stood as a beacon of excellence in the banking industry. Our unwavering commitment to fostering a culture where employees thrive has been pivotal in our continuous growth and success. We believe in creating an environment where hard work, positivity, and professionalism are celebrated. A Teller III/Customer Service Representative (Universal Banker or “UBIII/CSR”) is a critical role on the front-line assisting customers with a variety of bank products and services. The UBIII/CSR position requires knowledge of both universal banker (teller) and consumer and business new account transactions as well as the operational functions of the branch. A UBIII/CSR promotes business for the bank by providing exceptional customer service, referring and cross-selling appropriate bank products and services while being friendly, courteous, efficient, and cooperative. A UBIII/CSR is the first point of contact for incoming calls for all bank branches as well as the first point of contact for their respective bank branch.

  • Acts as the first point of contact when customers walk in the bank.
  • Acts as the first point of contact for incoming calls for all bank branches.
  • Performs Retail Banking Employee Development responsibilities and duties for Universal Banker III.
  • Creates and manages work schedules of teammates, including approving or denying requests for Paid Time Off.
  • Works independently with little management oversight and is a valued resource to teammates.
  • Opens and maintains new consumer and business accounts independently while maintaining a positive customer experience.
  • Assists in scheduling and timecard approvals.
  • Assists with all monthly/quarterly retail audits.
  • Responsible for monthly currency audit.
  • Acts as a liaison between Retail and Deposit Operations.
  • Expert in assisting customers and teammates with Digital Banking services.
  • Promotes bank products and services by identifying customer needs and suggesting appropriate products.
  • Assists customers with basic CDARS questions.
  • Performs responsibilities during Bank hours by being physically present in the Bank an average of 40 hours each week.
  • Travels between branches as needed.
  • Performs other responsibilities as assigned by management.
  • Performs Universal Banker (Teller) duties and organizes balances and proofs cash daily.
  • Identifies payees and verifies signatures and endorsements.
  • Maintains bank accounts by ordering checks and debit cards.
  • Enters data into appropriate Retail logs.
  • Uploads required retail documents into appropriate systems.
  • Identifies whether an item requires that a hold be placed and follows procedures to place the hold.
  • Greets customers when they walk in the door or arrive at the drive thru and thanks them for their business.
  • Provides professional and excellent customer service by promptly handling inbound and limited outbound calls.
  • Explains bank services, answers questions, and resolves account problems.
  • Attracts and retains customer relationships by providing accurate and timely customer service.
  • Assists with scanning and indexing.
  • Answers customer questions and resolves related account problems.
  • Stays current on applicable banking regulations and security procedures.
  • High School Diploma or GED.
  • 1-2 years of bank experience (including cash handling and customer service).
  • Valid driver's license, proof of insurance, qualifying motor vehicle record report, and reliable transportation.
  • High level of professionalism and integrity.
  • Demonstrated ability to exercise sound judgment, integrity, and honesty.
  • Flexible, adaptable, and willing to continuously learn.
  • Strong analytical and problem-solving abilities.
  • Excellent written and verbal communications skills.
  • Ability to work both independently and as part of a team.
  • Ability to prioritize tasks, multi-task, and meet deadlines.
  • Ability to navigate multiple computer systems and programs.
  • Exceptional organizational skills, with the ability to prioritize and execute multiple tasks and projects simultaneously.
  • Strong work ethic and attention to detail.
  • Associate’s degree or equivalent experience.
  • 3 years of bank experience.
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