Teller III/Customer Service Representative

Description

Join Blue Sky Bank's Dedicated Team as a Teller III/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 III/Customer Service Representative (Universal Banker or “UBIII/CSR”) is a critical role on the front-line assisting customers with a variety of bank products and services. The UBIII/CSR position requires knowledge of both universal banker (teller) and consumer and business new account transactions as well as the operational functions of the branch. A UBIII/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 UBIII/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 UBIII/CSR:

• Acts as the first point of contact when customers walk in the bank.
• Acts as the first point of contact for incoming calls for all bank branches. 
• Performs Retail Banking Employee Development: The Guide to Retail Career Pathing responsibilities and duties for Universal Banker III.
• Creates and manages work schedules of teammates, including but not limited to approving or denying requests for Paid Time Off in Paylocity.
• Works independently with little management oversight and is a valued resource to teammates.
• Opens and maintains new consumer and business accounts independently while maintaining a positive customer experience with minimal delays in processing.
• Assists in scheduling and timecard approvals.
• Assists with all monthly/quarterly retail audits.
• Responsible for monthly currency audit.
• Acts as a liaison between Retail and Deposit Operations by gaining knowledge in both areas.
• Expert in assisting customers and teammates with Digital Banking services.
• Promotes bank products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships.
• Assists customers with basic CDARS questions. 
• Assists Officers in completing CDARS paperwork.
• 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.

Satisfactorily performs the job duties and responsibilities of a UBI/CSR:

• Performs Universal Banker (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 Universal Banker I.
• 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.
• 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.
• 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.

Satisfactorily performs the job duties and responsibilities of a UBII:

• Performs Retail Banking Employee Development: The Guide to Retail Career Pathing responsibilities and duties for Universal Banker II.
• Opens and maintains new consumer deposit and savings accounts.
• Assists with New Hire Universal Banker training.
• Reviews and verifies new accounts.
• Performs maintenance on consumer accounts.
• Performs Debit Card functions in Payments One.
• Assists customers and input check Stop Payment Requests.
• Independently assists customers with wire transactions and processing.
• Verifies and processes changes to existing accounts, answers customer questions, and resolves related account problems to ensure customer satisfaction.

Requirements

REQUIRED QUALIFICATIONS 

• Education: High School Diploma or GED.
• Experience: 1-2 years of bank experience (including cash handling and customer service). 
• Valid driver's license, proof of insurance, qualifying motor vehicle record report, and reliable transportation.  
• High level of professionalism and integrity. 
• Demonstrated ability to exercise sound judgment, integrity, and honesty.
• 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.
• Exceptional organizational skills, with the ability to prioritize and execute multiple tasks and projects simultaneously. 
• Strong work ethic and attention to detail.  

PREFERRED QUALIFICATIONS

• Education: Associate’s degree or equivalent experience.
• Experience: 3 years of bank experience.