Full Time Lead Customer Service Representative, Damascus Branch

About the Role

The Lead CSR provides leadership and guidance for branch operations, often using independent judgment. This role directs and coordinates daily workloads of teller and new accounts duties with the Branch Manager's guidance and assumes leadership in the Branch Manager's absence. The Lead CSR is responsible for retaining existing relationships and opening new deposit accounts.

Responsibilities

• Provide oversight on all operational activities, including transaction accuracy and execution of operational leadership tasks, as well as new account opening steps and necessary documents, per the bank's policies and procedures.
• Support attainment of branch goals by increasing the individual cross-sales ratio for new accounts and existing customers.
• Refer new business to other company areas such as mortgage, credit card, and Wealth Management.
• Develop and build customer loyalty.
• Lead by example and set the tone for branch staff regarding personal commitment to the Company and its culture.
• Support the Branch Manager in ensuring sales and service behaviors align with the Company's core values and profit objectives.
• Understand the mechanics of running a branch and perform all essential functions with a high degree of expertise to ensure consistent operation with company practices, policies, and procedures.
• Assume day-to-day management duties of the branch in the absence of the Branch Manager.
• Work with the Branch Manager to identify and develop future leaders and skilled staff to ensure a talent pipeline exists within the branch to support the Company's vision and objectives.
• Assist the Branch Manager in the selection, development, training, and retention of staff.
• Assign duties to customer service representatives to ensure branch efficiency.
• Train employees on customer service and teller procedures.
• Identify ways to mitigate service delivery weaknesses and exploit potential service delivery strengths to differentiate the bank in the market.
• Take an active role in community activities that promote the goodwill of the Company.
• Perform any other related duties as required or assigned.

Requirements

• Understand and adhere to all compliance issues, attend required training related to this position, including but not limited to the Bank Secrecy Act, Privacy Act, US Patriot Act, and Security.

Physical Activities

While performing the functions of this job, the employee is:

• Continuously required to talk or hear.
• Regularly required to stand, walk, sit, use hands to finger, handle, or feel, and reach with hands and arms.
• Frequently required to stoop, kneel, crouch, or crawl.
• Occasionally required to climb or balance, taste or smell.
• Must occasionally lift and/or move up to 100 pounds; frequently lift and/or move up to 25 pounds.

Specific vision abilities required by this job include color vision, peripheral vision, depth perception, and the ability to adjust focus.