Primary CSR - Bank Teller - Full Time - Floater

The Primary duty is to build complete financial relationships with both existing and new customers by providing prompt, efficient, courteous, professional, and personalized service :

• Provides direct and immediate response to customers’ requests and needs.
• Controls flow of customers by directing them to proper source / professional who can meet their needs.
• With every customer interaction have in-depth conversations, in person and by phone, utilizing C.A.R.E and Advancing Language.
• Builds relationships by cross-selling appropriate bank services to meet customers’ needs.

Provides high quality and confidential customer service in such activities as :

Meet and exceed monthly referral goals by having quality conversations and identifying opportunities to promote the right financial products and services to meet our customers’ needs.

Assists branch manager to ensure the Relationship Center is meeting the established growth and sales objectives.

Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information.

Assists in maintaining overall professional appearance and cleanliness of the Branch.

Actively participates in Relationship Centers’ One Year Plan and long-term goals and objectives, coaching sessions, and team meetings.

Attends annual meeting to develop departmental goals :

Performs other duties as assigned or directed.

REQUIRED SKILLS / ABILITIES :

SUPERVISORY RESPONSIBLITY :

EDUCATION and EXPERIENCE :

PHYSICAL REQUIREMENTS :

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

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