Overview:
Perform all activities required to service customers and manages the CSR staff.
Responsibilities:

The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.

• Supervise and coach CSR staff and ensure compliance with Bank policies and procedures
• Maintain primary responsibility for settlement of vault cash, ATM, night deposits, and all cash needs of the branch in accordance with Bank policies and procedures.
• Process customer transactions accurately and efficiently, ensuring all required forms are completed properly. Perform customer requested account maintenance including address changes, ID updating, card ordering and check ordering.
• Assist customers with complex customer service issues and questions, coordinate with all areas of the organization to provide timely resolution to all customer requests.
• Promote a positive image of the Bank by identifying customer financial needs and proactively recommending appropriate Bank products and services including investments and residential lending
• Open personal and business accounts adhering to all Bank policies and procedures when opening accounts.
• Participate in new customer relationship onboarding calls and prescribed network wide outbound call campaigns
• Organize work to facilitate a timely and accurate balancing of transactions at the end of the day.
• Provide outstanding customer service while exhibiting a professional demeanor at all times.
• Utilize the customer relationship management system to document customer conversations and send referrals to other departments. Encourage direct reports to utilize system.
• Responsible for operations and compliance items such as CTR’s, cash audits, cash box difference monitoring and offline balancing.
• Conduct wire transfers and supervisor overrides as needed following the proper procedures

• Perform related duties as required.

• Qualifications:

EDUCATION AND EXPERIENCE

• High School diploma or equivalent required; Associate’s or Bachelor’s degree preferred
• Minimum 2 years’ banking experience or relevant work experience

SKILLS AND COMPETENCIES

• Knowledge of Bank products and services
• Excellent customer service skills
• Ability to interact well with Team members and customers
• Supervisory and coaching skills
• Strong attention to details and accuracy
• Basic computer skills
• Ability to multi-task and remain organized
• NMLS preferred
• Ability to use sound judgment when making decisions on behalf of the Bank

• Supervise and coach CSR staff and ensure compliance with Bank policies and procedures
• Maintain primary responsibility for settlement of vault cash, ATM, night deposits, and all cash needs of the branch in accordance with Bank policies and procedures.
• Process customer transactions accurately and efficiently, ensuring all required forms are completed properly. Perform customer requested account maintenance including address changes, ID updating, card ordering and check ordering.
• Assist customers with complex customer service issues and questions, coordinate with all areas of the organization to provide timely resolution to all customer requests.
• Promote a positive image of the Bank by identifying customer financial needs and proactively recommending appropriate Bank products and services including investments and residential lending
• Open personal and business accounts adhering to all Bank policies and procedures when opening accounts.
• Participate in new customer relationship onboarding calls and prescribed network wide outbound call campaigns
• Organize work to facilitate a timely and accurate balancing of transactions at the end of the day.
• Provide outstanding customer service while exhibiting a professional demeanor at all times.
• Utilize the customer relationship management system to document customer conversations and send referrals to other departments. Encourage direct reports to utilize system.
• Responsible for operations and compliance items such as CTR’s, cash audits, cash box difference monitoring and offline balancing.
• Conduct wire transfers and supervisor overrides as needed following the proper procedures
• Perform related duties as required