What are the responsibilities and job description for the Main Office CSA Greeter position at Synergy Bank?
LOCATION: 210 Synergy Center Blvd, Houma, LA 70360
SCHEDULE: 40 Hours (Monday - Friday, 8 AM - 5 PM)
DEPARTMENT: Retail Sales
SUPERVISOR: Branch Manager
POSITION SUMMARY: The Customer Service Associate assists customers and staff while maintaining a professional image. Serves as the primary contact to customers entering the bank and directs them to the appropriate destination.
POSITION RESPONSIBILITIES:
- Provides the Synergy Bank standard of excellence in customer service.
- Maintains honesty and the highest level of ethical standards.
- Serves as the primary lobby telephone contact in a professional and courteous manner.
- Maintains the welcome area ensuring coffee and supplies are always well stocked.
- Complies with Bank Secrecy Act paying special attention to the Customer Identification Policy.
- Communicates with customers to resolve account related problems and ensures positive public relations.
- Performs account maintenance for customer including wire transfers and issuing and pinning debit cards.
- Assists customers with enrollment of online banking services.
- Places check orders while also ensuring bank records are updated and accurate.
- Reviews work for completeness and accuracy.
- Escorts customers into safety deposit box area.
- Explains services to potential personal and business account customers to generate additional business.
- Escorts vendors into secured areas.
- Assists with processing night deposits, ATM and mail transactions.
- Cross-trained for routine teller duties including:
- Receives cash and/or checks for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records.
- Cashes checks and processes withdrawals; pays out money after verification of signatures and customers balances.
- Protects customers and the bank from fraudulent activity including counterfeit checks, unfair, deceptive, and abusive practices, and elder abuse.
- Balance cash drawer to teller system daily.
- Place Reg. CC holds as applicable.
- Assist in audits of money orders, official checks, traveler’s checks, and other negotiables.
- Prepares and verifies official checks.
- Assists Loan Assistants and Customer Service Representatives when needed.
- Follows up with customers after account openings when needed.
- Performs any additional duties as needed or as directed by Management.
REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:
- Able to make sound decisions on negotiables with little to no errors only needing minimal guidance.
- Proficient in Microsoft Word and basic understanding of Microsoft Excel.
- Ability to pay close attention to detail.
- Ability to comprehend and analyze information in order to draw a conclusion.
- Ability to multi-task in a fast-paced work environment.
- Ability to organize and prioritize daily tasks.
- Ability to learn various job-related software programs.
- Must have basic accounting knowledge and experience.
- Ability to present a business professional appearance.
- Must have reliable transportation to commute to and from work.
EDUCATION AND EXPERIENCE REQUIRED:
- Minimum 6 months customer service experience.
- Previous cash handling experience.
- High School Diploma or GED equivalent.
EDUCATION AND EXPERIENCE PREFERRED:
- Previous Teller experience.
- Retail sales experience.
- Associates or higher in Business or related area of study.
- Completion of banking education courses.
COMMUNICATION: Must be able to provide information to supervisors, co-workers, and customers both verbally and in written format.
PHYSICAL REQUIREMENTS:
- Ability to adapt to a flexible work schedule which will generally consist of 40 hours of work per week. They will need to make themselves available Monday – Friday from 8:00 AM – 5:00 PM.
- Must be able to interact with the public utilizing various methods of communication.
- Must exhibit proper dexterity with both hands and digits as counting currency is a frequent request throughout the workday.
- Ability to work over the head while lifting up ten pounds simultaneously for short periods of time throughout the workday.
- Employee may be required to squat multiple times and remain in that position for short periods of time while searching and/or reaching for supplies at ground level. This could occur as few or as many times as necessary to accomplish the requested task.
- Must be able to lift and carry approximately 40-50 pounds multiple times throughout the day.
MENTAL REQUIREMENTS:
- Must have the attention span to stay alert and attentive during a “normal 8-10 ½ hour workday.
- The CSA must be able to make sound, quick decisions based on the facts of a situation, and remain calm and in control in a possible ever-changing environment or an emergency.
- Must be able to follow instructions and procedures exactly as trained or as directed by his or her supervisor.
- Must be able to listen to, grasp, and respond positively to supervision and instructions by Management.
- Physical and cognitive ability to perform the essential duties and functions of his/her job.
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