Customer Service Representative (Teller)

Customer Service Representative

Classification : Non-Exempt

Reports To : Customer Service Representative Supervisor

Summary / Objective : The Customer Service Representative (CSR) is responsible for providing exceptional customer service, including sales and service functions, and making qualified referrals in a fast-paced, process-driven team environment. The CSR establishes relationships with customers and provides services that help customers achieve their financial dreams.

Essential Functions :

• Accurately processes transactions including deposits, night drop deposits, withdrawals, transfers, loan payments, official checks, money orders and credit card advances.
• Adheres to the bank's Vision, Core Competencies and Moments of Truth while listening for referral opportunities and referring customers to the appropriate areas of the bank.
• Safeguards the bank's assets by efficiently operating a cash drawer while following the bank's policies and procedures and adhering to the Bank Operations Manual.
• Assists with any other duties assigned which may include maintaining the vault or ATM, and preparing daily reports.
• Continued education of regulations, policies, procedures and product knowledge.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Supervisory Responsibility : This position has no supervisory responsibilities.

Work Environment : This job operates in a professional retail branch. This role routinely uses standard office equipment such as computers, phones, photocopiers, teller validators, and scanners.

Physical Demands : Prolonged periods of working at a desk. Must be able to transport up to 30 pounds at a time. May need to stand for long periods. Occasional bending, stooping, and stretching. Must be able to assist customers throughout the branch.

Position Type / Expected Hours of Work : This is a full-time position. Days and hours vary according to the branch location. May include Saturdays. Travel : Minimal travel is expected for this position with the exception of float CSRs.

Required Education, Experience, and Skills :

Preferred Education and Experience : Customer service, cash handling or sales experience.

Other Duties : Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.