Teller Supervisor (CSR Supervisor), Portage Avenue Banking Center, South Bend, IN

1st Source•South Bend, IN

79d•Onsite

About The Position

Responsible for supervising and directing the transaction activities of the CSR team, coordinates their schedules and guides their training and development. Leads the CSR team in accordance with established security safeguards, bank policies and procedures and guidelines. In the absence of the Banking Center Manager, is responsible for overseeing the banking center. Responsible for the supervision and scheduling of assigned staff and exercises the usual authority concerning interviewing, hiring, performance appraisals, discipline, promotions, salary recommendations and terminations. Works with CSR team to help resolve routine procedural and processing issues. Ensures the CSR team meets all established goals. Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed. Cultivates customer relationships, initiates referrals and effectively cross-sells bank products and services. Assists banking center team in operational duties (ie., safe deposit, cash machine, balancing the ATM, vault and end of day work). Builds client loyalty; establishes client relationships, including addressing each client by name. Consistently delivers exceptional customer service to each and every client. Adheres to established bank policies, procedures and guidelines. Participates in retail sales programs to help meet personal and banking center goals. Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position. Helps the Banking Center Manager in supporting and driving sales goals. Assists Banking Center Manager in audits and reporting as requested. Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Understands all applicable laws and regulations that apply to the position and complies with the requirements. Performs all other duties as assigned.

Requirements

Minimum of two (2) years CSR experience or equivalent retail or cash handling experience
Customer service experience
Ability to have crucial conversations with staff
High degree of attention to detail
Ability to cross-sell bank products and services
Good written and verbal communication skills
Good PC skills - proficiency in Microsoft Office essential
Good problem-solving skills
Ability to work in a team atmosphere
Ability to stand for prolonged periods of time
Ability to protect the confidentiality/privacy of others and company documents/records
Ability to handle multiple tasks in a fast-paced environment
Regular and predictable attendance

Nice To Haves

Three (3) or more years of retail banking experience
Prior supervisory experience
One (1) - three (3) years college

Responsibilities

Supervising and directing the transaction activities of the CSR team
Coordinating CSR schedules
Guiding CSR training and development
Leading the CSR team in accordance with established security safeguards, bank policies and procedures and guidelines
Overseeing the banking center in the absence of the Banking Center Manager
Supervising and scheduling assigned staff
Interviewing, hiring, performance appraisals, discipline, promotions, salary recommendations and terminations
Assisting the CSR team in resolving routine procedural and processing issues
Ensuring the CSR team meets all established goals
Identifying client needs and promoting products and services
Referring clients to the appropriate bank colleague
Cultivating customer relationships and initiating referrals
Effectively cross-selling bank products and services
Assisting in operational duties such as safe deposit, cash machine, balancing the ATM, vault and end of day work
Building client loyalty and establishing client relationships
Delivering exceptional customer service
Adhering to established bank policies, procedures and guidelines
Participating in retail sales programs
Actively participating in team meetings
Participating in community projects and educational programs
Supporting and driving sales goals with the Banking Center Manager
Assisting the Banking Center Manager in audits and reporting
Completing all compliance training related to the position
Understanding and complying with all applicable laws and regulations