Customer Service Teller/Customer Service Representative (Full Time)
Location: Monterey, VA
Education Requirements: High School Diploma or GED
Description of Position / Function:
This position will be primarily a Customer Service Teller position, while also supporting as a Customer Service Representative as needed.
Customer Service Teller’s primary role is to provide superior customer service experience during the client interaction. Ensure all clients are greeted immediately upon entering the branch office. Performs lobby management effectively to ensure the needs of clients are identified and fulfilled. Perform routine banking transactions such as deposits, checks, payments, cash orders, coin processing, issuing official checks/money orders, etc. Equitably contributes to the branch attainment of sales and referral products goals by identifying and making referrals. The Customer Service Teller will need to be able to assist clients in many aspects of their accounts directly and indirectly through referrals including account inquiries, account maintenance, account resolution, online and mobile products and services, and debit cards. Adheres to all policy and procedures of the company. Follows operational procedures including protecting customers, bank assets and bank security. Accurately completes information on systems and forms to mitigate exposure while ensuring service delivery and quality. Customer Service Teller may serve as a specialty teller as assigned; vault/back up vault, ATM, Coin, etc. Customer Service Teller will make our promise of “Service Beyond Expectations” Begins with Me real and believable by following our defined principles.
Customer Service Representatives will perform a broad variety of account opening and customer services. Opens a wide variety of Consumer and Business Bank Accounts including loans and deposits. Identifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and Insurance. Ability to identify and cross-sell next Summit service or product. Customer Service Representative will need to be able to assist clients in many aspects of their accounts, including account reconciliation, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistance. The employee must be able to assist and open CDARS accounts/transactions, IRA accounts/transactions, and consumer loan products. The employee will also be asked to educate and profile clients using bank systems. The employee will be asked to organize their work to include but not limited to complete sales tracking, plans, follow up client calls, client onboarding and client retention. Adheres to all policy and procedures of the company. Follows operational procedures to include security. Customer Service Representative will make our promise of “Service Beyond Expectations” Begins with Me real and believable by following our defined principles.
Job Skills and Qualifications Required:
The employee must be comfortable and confident in a sales and service environment. They must be able to be part of a team and work closely with fellow Customer Service Tellers and Customer Service Representatives. They must have and exhibit a professional manner and exhibit good interpersonal skills. Must have computer knowledge, good typing skills, math skills, attention to detail, and be a good listener.