Lead CSR/Teller - Roosevelt/Monroe, NC
Listed on 2026-07-14
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Finance & Banking
Banking Operations, Bank Customer Service, Regulatory Compliance Specialist, Financial Compliance
Lead CSR/Teller – Roosevelt/Monroe, NC – Full‑Time
Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for consultative conversations. Exercise independent judgement, manage risk, and ensure that actions and behaviors give a positive customer experience while operating within the bank’s risk appetite.
ESSENTIAL DUTIES AND RESPONSIBILITIES Customer Experience- Deepen relationships and treat customers with genuine care by listening and asking questions to gain deeper understanding.
- Guide customers to where their financial needs can be met and provide follow‑up to address issues.
- Respond promptly and keep communication clear.
- Maintain confidentiality of all customer business.
- Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior.
- Collaborate with the Financial Center Manager to ensure all monthly cash counts are completed.
- Partner with the Financial Center Manager to gather and report monthly FCA requests.
- Perform daily office responsibilities to maintain efficient operation.
- Maintain a balancing record in line with policy, find and correct outages, and assist others as needed.
- Keep up to date on changes to bank policies and financial center procedures.
- Demonstrate sound judgment in decision‑making, abiding by established guidelines.
- Assist in training newly hired Customer Service Representatives.
- Identify customer needs during interactions and refer to bankers and business partners for consultative conversation.
- Build and maintain a working knowledge of the Retail products and services offered.
- Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes.
- None.
SKILLS AND ABILITIES
REQUIRED
- High school diploma or GED.
- Extensive cash handling experience.
- In‑depth knowledge of retail policies and procedures with minimal supervision.
- Ability to interact comfortably and confidently with the public, adhering to dress code guidelines.
- Ability to take initiative, demonstrate sound judgment in decision‑making and problem resolution.
- Act as a leader and resource for both customers and platform team.
- Demonstrate the company’s core values: work as one bank, take accountability, be respectful & inclusive, act with integrity.
- Flexible scheduling required.
- Normal office environment.
- Extensive viewing of computer screens.
Monroe, North Carolina 28110
BASE SALARY RANGESalary is reflective of the pay grade across the U.S. Individual salaries within this range vary based on relevant skill set, experience, education and geographic location.
BENEFITSOther benefits are available. For more details, visit
EEO STATEMENTFifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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