Teller/CSR Float

POSITION SUMMARY:

The Teller/CSR Float is responsible for providing exceptional customer service and support across various locations. This role involves operating a full-service teller station, processing customer transactions, promoting bank services, opening new accounts, and assisting with consumer loan inquiries. The position requires flexibility, strong communication skills, and a commitment to maintaining high standards of service and accuracy. The Teller/CSR Float plays a crucial role in managing customer relationships and enhancing the bank's visibility within the community.

ESSENTIAL FUNCTIONS and DUTIES:

• Operate a full-service teller station to receive and process a variety of customer transactions.
• Prepare and maintain various reports and records.
• Promote the bank's services and cross-sell products.
• Accept deposits, process withdrawals, and cash checks.
• Process loan payments and various business payments, providing reporting as needed.
• Provide additional customer service, including cashier's checks, personal money orders, savings bonds, certified checks, credit card payments, cash advances, and access to safe deposit boxes.
• Balance cash drawer and complete the Branch Daily ATM Checklist.
• Process items for collection and open night deposit, recording night deposit bags.
• Wrap coin and maintain control of cash drawer.
• Solve customer problems and answer telephones to assist bank clients and prospects.
• Assist customers with balancing their accounts and processing check orders.
• Complete CTRs and the Monetary Instruments Log as required.
• Ensure the teller procedural manual is kept current and utilize it as a resource.
• Make recommendations to supervisors for department improvements.
• Assist with coverage at various locations.
• Greet and wait on lobby customers to help them or direct them to someone who can assist them.
• Explain the different types of accounts available to customers and assist in the selection of the most appropriate accounts for their needs.
• Open all types of personal or business accounts, prepare all related documentation, and maintain updated contact information.
• Assist customers with requests or complaints and research account problems.
• May assist customers with consumer loan inquiries by interviewing customers, assisting them in completing applications, and providing loan-related information.
• Order checks online and transfer funds to various accounts.
• Assist customers in the safe deposit box area.
• Correspond with attorneys with account information as needed.
• Manage customer relationships through quality customer service.
• Type correspondence when necessary.
• Make suggestions and recommendations to update the CSR manual as needed.
• Perform branch audits and reports.
• Have check signing responsibilities and teller override responsibilities.
• Keep abreast of current rules and regulatory requirements.
• Make recommendations to supervisors about possible methods to improve the department.
• Participate in community affairs to increase the bank's visibility and enhance new business opportunities.
• Assume additional responsibilities as directed.

REQUIRED SKILLS and ABILITIES:

• Strong customer service skills with the ability to build and maintain positive relationships.
• Excellent communication skills, both verbal and written.
• Strong problem-solving skills with the ability to handle customer inquiries and issues effectively.
• Attention to detail and accuracy in processing transactions and maintaining records.
• Proficiency in using computers, including Microsoft Office applications and banking software.
• Ability to multitask and manage time effectively in a fast-paced environment.
• Strong organizational skills with the ability to prioritize tasks.
• Ability to work independently as well as part of a team.
• Flexibility and adaptability to work at various locations as needed.
• Strong sales and cross-selling skills to promote bank products and services.
• Ability to maintain confidentiality of customer information.

REQUIRED EDUCATION and EXPERIENCE:

• High school diploma or equivalent.
• Previous cash handling experience desired.
• Previous customer service experience preferred.
• Prior teller experience desired.
• Good communication skills, good keyboarding and PC skills, and proficient telephone skills.
• Valid driver's license with a clean driving record.
• Willingness and ability to cross-sell services.
• Ability to travel for coverage as needed at various locations.