Teller/Customer Service Representative

Description

Join Blue Sky Bank's Dedicated Team as a Teller/Customer Service Representative!

About Blue Sky Bank: For over a century, Blue Sky Bank has stood as a beacon of excellence in the banking industry. Our unwavering commitment to fostering a culture where employees thrive has been pivotal in our continuous growth and success. We believe in creating an environment where hard work, positivity, and professionalism are celebrated.

Why Choose Us:

• Empowerment and Growth: Join a team that values your skills and offers opportunities for professional advancement within a supportive and collaborative work culture.
• Community Engagement: Contribute to a bank that actively participates in community initiatives, making a meaningful impact beyond banking.
• Innovation and Excellence: Be part of a forward-thinking organization that encourages new ideas and champions innovation in the banking sector.

SUMMARY

A Teller/Customer Service Representative is a critical role on the front lines assisting customers with a variety of bank products and services. The Teller/CSR position requires knowledge of teller transactions as well as operational functions of the branch. A Teller/CSR promotes business for the bank by providing exceptional customer service, referring and cross-selling appropriate bank products and services while being friendly, courteous, efficient, and cooperative. A Teller/CSR is the first point of contact for incoming calls for all bank branches as well as the first point of contact for their respective bank branch. 

PRIMARY RESPONSIBILITIES

• Satisfactorily performs the job duties and responsibilities of a Teller/CSR.
• Acts as the first point of contact when customers walk in the bank.
• Acts as a Team Member of Customer Support as a first point of contact for incoming calls for all bank branches. 
• Provides administrative support as requested by management.
• Provides professional and excellent customer service by promptly handling inbound and limited outbound calls for various bank branches and promptly assisting in-branch customers. Explains bank services, answers questions, and resolves account problems within their Retail Banking responsibilities ensuring customer satisfaction. Refers questions and problems beyond their Retail Banking responsibilities to the Retail Supervisor, Senior Retail Lead, Retail Regional Manager, or the correct department.
• Performs Teller duties and organizes balances and proofs cash daily to maintain accurate account transactions processed.
• Performs Retail Banking Employee Development: The Guide to Retail Career Pathing responsibilities and duties for Teller.
• Identifies payees and verifies signatures and endorsements.
• Maintains bank accounts by ordering checks and debit cards.
• Enters data into appropriate Retail logs.
• Assists customers with Digital Banking related questions.
• Uploads required retail documents into appropriate systems.
• Utilizes SharePoint as a resource for policies and procedures.
• Identifies whether an item requires that a hold be placed and follows procedures to place the hold.
• Greets customers when they walk in the door or arrive at the drive thru and thank them for their business.
• Attracts and retains customer relationships by providing accurate and timely customer service.
• Assists with scanning and indexing.
• Answers customer questions and resolves related account problems to ensure customer satisfaction.
• Promotes bank products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships.
• Stays current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements.
• Recognizes red flags, scams, fraud, phishing, etc.
• Performs responsibilities during Bank hours by being physically present in the Bank an average of 40 hours each week based on business needs. 
• Travels between branches as needed.
• Performs other responsibilities as assigned by management. 

sfas

Requirements

REQUIRED QUALIFICATIONS

• Education: High School Diploma or GED. Associate degree or equivalent experience, preferred.
• Valid driver's license, proof of insurance, qualifying motor vehicle record report, and reliable transportation.  
• Experience: 6 months-2 years of bank, call center, or administrative experience, preferred. Customer service and cash handling experience, preferred.
• High level of professionalism and integrity. 
• Service-oriented, polite, and respectful. 
• Flexible, adaptable, and willing to continuously learn. 
• Strong analytical and problem-solving abilities. 
• Excellent written and verbal communications skills.  
• Ability to work both independently and as part of a team. 
• Ability to prioritize tasks, multi-task, and meet deadlines.
• Ability to navigate multiple computer systems and programs.
• Strong work ethic and attention to detail.