Lead CSR/Teller - Solon, OH - Full Time
Core
Provide excellent customer care for daily transactions, address inquiries, resolve problems, and refer customers to business partners for products and services.
Role type
Lead Customer Service Representative / Teller
Builds
Retail banking transactions and customer service interactions
Domain
Banking / Financial Services
Required skills
Cash handling, check signing approvals, ace transaction approvals, night deposits, dual key process, balancing records, risk assessment, sales referrals, training new staff, office operations coordination
Preferred skills
Advanced math functions, self-motivation, formal education, seminars, in-house training, product knowledge development
Technologies
Banking software systems, financial center procedures
Responsibilities
Perform daily office responsibilities and maintain efficient operation of the office, handle cash withdrawals and check signing approvals, approve ace transactions and night deposits, maintain balancing records and correct outages, train and develop new CSRs, monitor operation behind the CSR line, delegate work and escalate issues to management, meet or exceed sales referrals, initiate conversations to uncover customer needs and refer to business partners
Seniority
Mid-level, hands-on IC with supervisory duties
