CSR/Teller

CSR/Teller

Requirements

• High school diploma/GED.
• Ability to perform advanced math functions.
• Ability to present a professional image.
• Ability to interact comfortably and confidently with the public.
• Ability to read and write well enough to communicate in both oral and written form.
• Knowledge of retail policies and procedures.
• Ability to take initiative and utilize sound judgment in decision-making.
• Diplomacy and tact in problem resolution.
• Ability to work in a team environment and interact well with co-workers and management.
• Flexibility in scheduling.

Responsibilities

• Promote good customer experience by consistently providing best in class customer satisfaction.
• Have a developed rapport with the customer base and have knowledge of account ownership.
• Act with confidence by answering and/or finding answers to customer questions and finding solutions to customer issues.
• Be responsive and timely with correspondence and problem resolution.
• Maintain a position of trust and responsibility by keeping all customer business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
• Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office.
• Maintain a balancing record that is in line with policy and have the ability to find and correct outages and to enlist help as needed.
• Maintain knowledge of the bank policies and financial center procedures, and take responsibility to keep up to date on any changes.
• Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary.
• Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures.
• Consistently meet or exceed sales referrals, as set by management.
• Actively involve self in daily huddles, sales meetings and staff meetings.
• Maintain a well-developed working knowledge of the complete line of Retail products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
• Initiate conversations to uncover customer needs and effectively refer customers to business partners for the selling of bank products and services.
• Utilize appropriate tools for all referrals sent to business partners for tracking purposes.
• Consistent daily review of tools and dashboards for referral progression and monitoring of referral fulfillment to ensure proper disposition of referrals.
• Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training.

Preferred Qualifications

No preferred qualifications provided.