Customer Care Banker

4 weeks ago


Denton, United States POINTBANK NA Full time

POINTBANK CUSTOMER CARE / ACTIVE TELLER REPRESENTATIVE Promote, market, and facilitate the overall sale of products of the bank. Contribute to the banks growth by the effective sale of bank services to new and existing customers with emphasis on courteous and professional service. *REPORTING RELATIONSHIP AND SCOPE This position reports directly to the Customer Care Manager. This position also reports to the Head Teller when assigned to the Teller Line. This position reports indirectly to the EVP of Customer Experience. FLSA STATUS This position is classified as Non-Exempt under the FLSA. OVERVIEW The purpose of this position is to:* Provide support for Active/Live Teller. Answer incoming calls from customers and employees to assist with requests. Provide teller coverage at assigned branch(es) during peak times, as scheduled by Head Teller and Customer Care Manager. Will report to the Head Teller during these scheduled times. Provide prompt, efficient, and friendly service in processing customers transactions. Provide support to all other bank employees, including assisting the Operations Department and assist with other Operational duties, as directed by the Customer Care Manager or the EVP of Customer Experience. Follow the established policies and procedures for this position, as directed by the manager. ESSENTIAL JOB FUNCTIONS This position is the first point of contact for all Active/Live Teller contacts/requests. Teller responsibilities include, but are not limited to: ITM transaction memo posting Process commercial and consumer transactions (such as account deposits/withdrawals, cashing checks, loan payments, etc) following established policies, procedures and customer service standards, using computerized platform and teller programs. Follow established policies and procedures (such as verifying all transaction elements for authenticity or fraud, placing holds, etc.), using computerized platform and teller programs when necessary, to ensure work is completed correctly and in compliance with regulations. Responsible for processing proof, balancing coin machines and DYNA machines. Responsible for sales, cross-sales and referrals of bank products and services, or any other sales or marketing campaigns or initiatives, to new and existing customers to meet individual and branch goals, and overall bank goals and objectives. Know procedures for and maintain compliance with banking regulations and reporting requirements (such as BSA, Reg CC, Privacy, CTRs, etc). Keep cash secure and maintain a high level of safety and security for the bank. Maintain proper levels of cash in cash drawer. Balance cash drawer daily. Order/sell cash as necessary. Scan and balance proof. Respond to customer questions or problems in a quick, courteous and friendly manner, taking advantage of any sales or referral opportunities. Know procedures for opening/closing branch. Know procedures for robbery/emergency response. Know pr



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