Teller/CSR (72453)

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    "jobTitle": "Teller/CSR (72453)",
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    "description": "<p><strong>BASIC FUNCTION:</strong></p>\r\n\r\n<p><strong>Primary:</strong> <u>Tellers</u> are the first to contact to our valued customers. Tellers provide service to Bank customers by conducting appropriate transactions and meeting the needs of customers by providing prompt, efficient and accurate service interactions. Tellers are required to represent the Bank in a courteous, professional manner, and be alert to customer needs while also referring them to appropriate departments in the Bank when those needs are identified.</p>\r\n\r\n<p><strong>Backup:</strong> <u>Customer Service Representatives</u> are often the first to interact with new customer accounts and the ones that help them form an opinion of the bank. By having a conversation and understanding what a customer needs the CSR can recommend and open personalized product and service solutions that address those needs. The most important job as the face of SouthEast Bank is to build a long-lasting relationship that helps us match customers with the solutions they need to help them reach their financial goals.</p>\r\n\r\n<p><strong>TELLER ESSENTIAL FUNCTIONS:</strong></p>\r\n\r\n<ul>\r\n\t<li>Deliver exceptional customer service</li>\r\n\t<li>Complete customer transactions according to established guidelines </li>\r\n\t<li>Identify referral opportunities and makes appropriate referrals</li>\r\n\t<li>Contribute, support and develop effective relationships with all branch partners including branch employees, Customer Care Representatives, Branch Review Coordinator, Mortgage Representative, etc. </li>\r\n\t<li>Ensure compliance with internal controls, operations procedures and risk management policies</li>\r\n\t<li>Pursue on-going education of SouthEast Bank products, service, other lines of business, and federal regulations.</li>\r\n\t<li>Ensure that all business transactions and practices in the individual's span of control comply with all regulations.</li>\r\n\t<li>Carry out other duties as requested or assigned</li>\r\n\t<li>Work in a fast-paced environment, under pressure while multitasking</li>\r\n\t<li>Follow all Bank policies and procedures.</li>\r\n</ul>\r\n\r\n<p><strong>CSR ESSENTIAL FUNCTIONS:</strong></p>\r\n\r\n<ul>\r\n\t<li>Primary focus is assisting with client's sales opportunities with additional activities related to service needs, based on over needs of the branch. </li>\r\n\t<li>Use resources to conduct effective client conversations in person and on the telephone and open retail accounts.</li>\r\n\t<li>Provide financial solutions that meet client needs</li>\r\n\t<li>Referring to other lines of business partners for additional solutions. Partners include, but are not limited to: Customer Care Representative, Mortgage, ElFI, Treasury Services, and Merchant Services. </li>\r\n\t<li>Cross-sell bank products and services based on customer needs, in accordance with the bank's program standards. </li>\r\n\t<li>Ensure compliance with internal controls, operational procedures and risk management policies. </li>\r\n\t<li>Purse on-going education of SouthEast Bank products, services, other lines of business, and federal regulations. </li>\r\n\t<li>Make proactive outbound calls to clients and prospects.</li>\r\n\t<li>Carry out other duties as requested or assigned.</li>\r\n</ul>",
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Tellers are required to represent the Bank in a courteous, professional manner, and be alert to customer needs while also referring them to appropriate departments in the Bank when those needs are identified.\\r\\n\\r\\nBackup: Customer Service Representatives are often the first to interact with new customer accounts and the ones that help them form an opinion of the bank. By having a conversation and understanding what a customer needs the CSR can recommend and open personalized product and service solutions that address those needs. The most important job as the face of SouthEast Bank is to build a long-lasting relationship that helps us match customers with the solutions they need to help them reach their financial goals.\\r\\n\\r\\nTELLER ESSENTIAL FUNCTIONS:\\r\\n\\r\\n\\r\\n\\tDeliver exceptional customer service\\r\\n\\tComplete customer transactions according to established guidelines \\r\\n\\tIdentify referral opportunities and makes appropriate referrals\\r\\n\\tContribute, support and develop effective relationships with all branch partners including branch employees, Customer Care Representatives, Branch Review Coordinator, Mortgage Representative, etc. \\r\\n\\tEnsure compliance with internal controls, operations procedures and risk management policies\\r\\n\\tPursue on-going education of SouthEast Bank products, service, other lines of business, and federal regulations.\\r\\n\\tEnsure that all business transactions and practices in the individual's span of control comply with all regulations.\\r\\n\\tCarry out other duties as requested or assigned\\r\\n\\tWork in a fast-paced environment, under pressure while multitasking\\r\\n\\tFollow all Bank policies and procedures.\\r\\n\\r\\n\\r\\nCSR ESSENTIAL FUNCTIONS:\\r\\n\\r\\n\\r\\n\\tPrimary focus is assisting with client's sales opportunities with additional activities related to service needs, based on over needs of the branch. \\r\\n\\tUse resources to conduct effective client conversations in person and on the telephone and open retail accounts.\\r\\n\\tProvide financial solutions that meet client needs\\r\\n\\tReferring to other lines of business partners for additional solutions. Partners include, but are not limited to: Customer Care Representative, Mortgage, ElFI, Treasury Services, and Merchant Services. \\r\\n\\tCross-sell bank products and services based on customer needs, in accordance with the bank's program standards. \\r\\n\\tEnsure compliance with internal controls, operational procedures and risk management policies. \\r\\n\\tPurse on-going education of SouthEast Bank products, services, other lines of business, and federal regulations. \\r\\n\\tMake proactive outbound calls to clients and prospects.\\r\\n\\tCarry out other duties as requested or assigned.\\r\\nQualificationsSKILLS AND KNOWLEDGE\\r\\n\\r\\nTeller:\\r\\n\\r\\n\\r\\n\\tAbility to operate on-line teller terminal and other standard office equipment.\\r\\n\\tSuccessful completion of teller training and any other compliance training deemed necessary by the Bank.\\r\\n\\tExcellent customer service skills.\\r\\n\\tIn-depth knowledge of all Bank deposit products and policies \\r\\n\\r\\n\\r\\nCSR:\\r\\n\\r\\n\\r\\n\\tAttention to detail \\r\\n\\tInterpersonal skills to represent the Bank in a positive way in dealing with customers and other employees.\\r\\n\\tAbility to multitask\\r\\n\\tAbility to operate on-line teller terminal and other standard office equipment.\\r\\n\\tSuccessful completion of teller training and any other compliance training deemed necessary by the Bank. \\r\\n\\tExcellent customer service skills.\\r\\n\\tIn-depth knowledge of all Bank deposit products and policies \\r\\n\\tTact and diplomacy in dealing with both customers and employees \\r\\n\\tGood communication skills \\r\\n\\tDetail orientated \\r\\n\\r\\n\\r\\nWORKING CONDITIONS:\\r\\n\\r\\n\\r\\n\\tSitting for long periods of time; standing and walking periodically.\\r\\n\\tLift 10-20lbs periodically.\\r\\n\\tMay work a rotating schedule, which may include Saturdays.\\r\\n\\r\\n\\r\\nREQUIREMENTS:\\r\\n\\r\\n\\r\\n\\tHigh school diploma or equivalent, required. \\r\\n\\tAssociates or Bachelor's degree, preferred. \\r\\n\\tCash handling or sales experience, required. \\r\\n\\tPrior Customer Service experience, required. \\r\\n\\tBanking customer service experience, required.\\r\\n\",\"responsibilities\":\"BASIC FUNCTION:\\r\\n\\r\\nPrimary: Tellers are the first to contact to our valued customers. 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