CSR Supervisor

3 weeks ago


Garden City, United States Apple Bank Full time
Job Description

Garden City, New York
Salary range: $29.67/hr - $38.47/hr

The Digital Branch Customer Service Supervisor oversees the day-to-day activities of Apple Bank’s Digital Branch Customer Service Representatives (CSRs) by providing exemplary customer service and ensuring that all new account reviews processed in the Digital Branch conform to our onboarding procedures and that the CSRs operate in a manner that is consistent with the policies/procedures of the Bank. The incumbent provides instruction and training to CSRs, delegates, and oversees daily work assignments, prepares schedules, maintains records, evaluates employee performance, and analyzes new account reports. This position is responsible for performing duties related to both deposit growth and operations., , . The Digital Branch Customer Service Supervisor also has the ability to carry out various functions in the absence of the Digital Branch Manager, including, but not limited to the review and decisioning of daily check markers, ACH rejects, and large dollar images.

The successful candidate must have exceptional verbal and written communication skills to perform customer outreach and advanced knowledge of computer systems.

ESSENTIAL DUTIES & RESPONSIBILITIES

  • Oversee the performance of Customer Service Representatives, and that transactions are being processed in accordance with internal policies and procedures;
  • Delegate daily work assignments, prepare schedules, and maintains records/departmental files; provide leadership to the CSR staff
  • Train, motivate, and counsel staff; assist Branch Manager in conducting performance appraisals.
  • Mentor newly hired CSRs, imparting knowledge regarding products and services that Apple Bank has to offer.
  • Serve as a contact for client problem resolution.
  • Support daily operations of the branch, including timely and efficient completion of transactions while maintaining accurate records
  • Provide guidance to customers regarding the opening of new accounts by explaining appropriate product and services offerings that meet their needs; gather information required to process new and existing accounts; communicate internal rules and regulations covering transactions and FDIC protection.
  • Refer customers to a licensed representative of ABS Associates of NY, Inc. when appropriate.
  • Access electronic financial information to answer questions related to specific accounts.
  • Conduct weekly sales, service, and product knowledge meetings.
  • Comply with regulatory, security, and audit policies and procedures; adhere to Bank’s Code of Conduct.
  • Maintain operational controls to ensure safety and security of client and Bank assets.
  • Build or maintain technical and professional knowledge by attending educational workshops and training.
  • Perform other duties as assigned.

SKILLS, EDUCATION, & EXPERIENCE

  • High School Diploma or GED required; Bachelor’s degree preferred.
  • 5 years of experience as a Senior CSR/New Accounts Representative or equivalent, plus demonstrated leadership ability in an operations area related to banking or retail operations.
  • 1+ years of supervisory experience required.
  • Proven history of leveraging financial products and services that provide value to the client. 
  • Possess strong technical skills and experience to operate teller software and other bank-related computer programs.
  • Proficiency in Microsoft Word & Excel required.
  • Excellent customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner.
  • Excellent interpersonal and communication skills (verbal + written).
  • Comprehensive knowledge of interest calculations for use in dividend adjustments.
  • Advanced knowledge of new account operations, including CIP and BSA requirements. 
  • Thorough knowledge of Apple Bank's rules and regulations governing accounts and services required.
  • Display sound judgment, as well as discretion when utilizing confidential information. 
  • Strong analytical skills and creative problem solver.
  • Ability to work weekends and extended hours or at neighboring branch locations when needed.

Visa sponsorship not available.

We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.



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