Teller​/CSR - Savannah Southside

Position Summary: Under the leadership of the Office Manager, the Teller/CSR plays a key role in delivering exceptional customer experience by performing both Customer Service and Teller functions. This role focuses on building relationships, understanding customer needs, and providing tailored financial solutions by offering bank products and services based on the customers’ financial needs.

Responsibilities:

• Teller/CSR may travel to other branches in the Coastal Market if it is determined to be necessary due to coverage needs.
• Serve as the first line of support for customer inquiries, providing friendly, professional and knowledgeable service.
• Serve customers swiftly, accurately, and with integrity.
• Take ownership of all tasks and duties encountered within the established role with little or no direct supervision.
• Develop a strong understanding of the Bank’s technology, processes, documentation and terminology while maintaining the ability to adapt to change.
• Obtain and retain knowledge of the products and services offered by the Bank.
• Identify customer needs and provide tailored solutions to suit them. Seek opportunities to expand customer relationships by engaging them in conversation and cross-selling additional products when appropriate.
• Actively participate in business development efforts with team members, Office Manager, lending team, and/or other management groups.
• Obtain and retain operating knowledge of the Bank Teller System. Process all transactions within the Teller system efficiently and accurately according to the Bank’s written policy and procedures.
• Complete all end-of-day tasks to include securing all cash, transaction work, customer documentation and information, and the closing of all vaults and office doors.
• May assist with or primarily be responsible for the management of the cash vault.
• Obtain and retain operating knowledge of the Core system and CSR related programs. Process all transactions with these systems efficiently and accurately according to the Bank’s written policies and procedures not limited to:
• Open new deposit accounts, including checking, savings, HSAs, IRAs, and CDs
• Process applications and issue debit cards
• Assist customers with online banking set up and maintenance. Communicate and explain additional services available through this channel and make referrals to the Treasury Manager when appropriate.

Minimum Required Education, Experience, and Skills

• High school diploma or equivalent.
• One year of banking experience as teller/CSR or related business experience
• Ability to read, analyze, interpret, and follow procedures and procedure manuals.
• Ability to effectively present information and respond to questions from managers, customers, and the public.
• Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
• Good interpersonal and communication (written and oral) skills.
• Ability to deal tactfully and effectively with customers and fellow employees.
• General knowledge of laws and regulations related to banking.
• Self-starter with good organizational skills, detail oriented.
• Proficient with Microsoft Office products and financial programs.