Retail Banking Team Lead

Job Summary: We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. This role requires strong communication skills, attention to detail, and the ability to provide excellent service to clients.

Responsibilities:

• Process transactions and recognize client needs to recommend appropriate products and/or services
• Open, maintain, and close all types of transactions and deposit accounts in an efficient manner
• Direct the daily work of tellers within the office and ensure orderly operations of teller staff and the vault
• Generate referrals and coach tellers on sales and referral techniques/opportunities
• Participate in bank's referral and sales programs, sales campaigns, and sales training to meet specific goal expectations
• Coordinate daily with Branch Manager regarding sales and service operations
• Coach tellers to meet their daily sales referral goals and provide excellent customer service
• Prepare necessary documents to open new accounts and maintain accounts based on client's specific needs
• Assist clients with loan-related questions and processes
• Prepare contracts; renew IRA Certificates and all related IRA transactions
• Open, redeem, and calculate interest on Certificates of Deposit
• Balance vault cash, ATM, and branch totals in addition to monthly teller cash audits
• Show empathy and compassion toward customers when assisting with requests, complaints, research, and follow-up on details to resolve matters to the customer's satisfaction
• Possess a constant awareness of lobby activity to efficiently and effectively service customers
• Maintain knowledge of competing bank's products, promotions, and operations to effectively make recommendations
• Ensure that dual control policies are known and followed by all staff members where ever dual control procedures are in place
• Perform other duties as assigned