Customer Service Rep Teller Support Specialist

Job Description

Job Description

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all : our employees, customers and communities.

Responsibilities

A Customer Support Representative (CSR) / Teller Support Specialist is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor and the teller line. The person in this position will routinely move between the customer service desk and teller line as needed. A CSR / Teller Support Specialist must be able to adapt well in the face of workplace stressors such as customer service complaints. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.

• Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e. opening of accounts, cashing checks, etc.) with a professional attitude on both the teller line and platform
• Determine customer needs, explain and sell products and services
• Telephone customers to schedule sales appointments and promote products
• Participate in branch prospecting efforts
• Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
• Serve as a liaison between customer and operational areas
• Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
• Ability to understand directions and adhere to established policy and procedures
• Able to remain focused
• Other related duties as assigned or directed
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner
• May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

Qualifications

Education, Training and Requirements :