Customer Service Representative (Teller)

Classification: Non-Exempt
Reports to: Customer Service Representative Supervisor

About the role

The Customer Service Representative I (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 I establishes relationships with customers and provides services that help customers achieve their financial dreams.

Responsibilities

• 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.
• Continues education of regulations, policies, procedures, and product knowledge.

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

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

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• Regularly required to talk or hear.
• Frequent repetitive movements of the hands and fingers.
• Manual dexterity, including the ability to lift files, open filing cabinets, and lift coins or currency up to 40 pounds.
• Requires maneuvering around the branch, bending, and stooping as necessary.
• Specific vision abilities required include close vision and ability to adjust focus.

Schedule

This is a full-time position. Days and hours vary according to the branch location and may include Saturdays.

Travel

Minimal travel is expected for this position, with the exception of float CSRs.

Requirements

• High school graduate or GED.
• Working knowledge of computer software.
• High energy with strong interpersonal, oral, and written communication skills.
• Works well in a team environment.

Preferred Qualifications

• Customer service, cash handling, or sales experience.

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.