Customer Service Representative (CSR) - Upstaff
Establishes, retains and deepens relationships with new and existing clients. Provides quality service to internal and external clients through effective and professional written and verbal communication. Processes teller transactions and balances cash accurately and efficiently. Resolves basic service issues by maintaining a developed working knowledge of basic bank products and services while referring more complex requests to appropriate colleagues or departments. Possesses strong knowledge of the platform and teller systems. Proactively and reactively contacts clients to identify additional banking needs to strengthen client relationships and meet cross-sell goals. Serves as main point of contact for client problem resolution. Complies with policies, procedures, rules and regulations, and completes training requirements as warranted for the position.
MAJOR DUTIES AND RESPONSIBILITIES:
- Consistently provides excellent customer service when opening deposit accounts, when servicing, performing account maintenance and establishing account related services.
- Receive and accurately process deposits, withdrawals, and other financial related transactions (loan payments, cashiers checks, etc) to customers. Accurately balance teller cash drawer and transactions daily and maintain high degree of accuracy with the processing of transactions.
- Follow all policies and procedures as they pertain to the performance of the position (Teller Manual, Opening New Accounts, Security, BSA, etc).
- Answer basic questions regarding EagleBank products and services. Responsible for recognizing and referring sales opportunities.
- Ensures proper completion of CTRs, balancing of the ATM, Night Drop deposits and balancing TCR as applicable.
- Follows and remains current on all policies, procedures and applicable regulations that pertain to handling of customer accounts, security, compliance and internal control guidelines.
- Responsible for contributing to assigned branch cross-sell and product sales and participates in outbound sales call activities.
- Assist with daily Branch opening procedures to ensure that the branch is open on time and ready to conduct business. Assist with Branch closing procedures.
- Assist BM/BSM with preparation of monthly audit package.
- Assist with branch vault and cash supply, when applicable. Prepares, receives, and processes cash shipment per procedures, ensuring adequate currency supplies at all times
- Assist with duties performed under dual control, customer inquiries , account research, check orders, etc. May act as back-up to vault custodian as needed.
- Masters the use of TellerInsight, IBS, Deposit Origination and SRM processing.
- Timely completion of required training.
- High School Diploma or equivalent
- 1 year cash handling
- 2 years Platform/Opening/Servicing/Closing Accounts or equivalent internal EagleBank branch banking