Senior Client Service Associate Lead
2 days ago
We are seeking a highly skilled and experienced Senior Client Service Associate Lead to join our team at BankTalent HQ. As a key member of our banking center, you will be responsible for providing exceptional customer service to our clients and customers.
Key Responsibilities:- Assist in mentoring and coaching Client Service Associates (Tellers) to ensure they have the skills and knowledge needed to provide top-notch customer service.
- Review, monitor, and coordinate scheduling and workflow of Client Service Associates (Tellers) to ensure efficient daily operations.
- Ensure Client Service Associates (Tellers) are in compliance with bank policies and procedures by observing daily work assignments.
- Manage cash supply, order currency shipments as needed, and verify money shipped to the banking center.
- Open and close vault daily, control cash in vault, and distribute daily cash to Client Service Associates (Tellers).
- Assist Branch Service Manager and/or Branch Manager in the efficient daily operations of the banking center.
- Deliver an exceptional customer experience while uncovering bank products or service needs to make appropriate referral opportunities.
- Explore, identify, and maximize cross-selling of bank products based on clients' needs.
- Review banking center proof, Client Service Associates (Tellers) recap, and reporting.
- Resolve client concerns through direct personal action or referral to alternative branch or bank resources.
- Adhere to the bank's security policies while maintaining confidentiality of bank records and client information.
- Meet with Branch Service Manager and/or Branch Manager daily to discuss progress in reaching individual and banking center goals.
- High school diploma or equivalent.
- 2+ years' experience in banking, cashiering, balancing, customer service, or other directly related experience.
- Previous teller experience highly desired.
- Working knowledge of math, cashiering, balancing, debits, credits, banking and/or bank products.
- Must have solid balancing and customer service skills.
- Cash handling, customer service, and/or sales experience preferred.
- Meeting sales goals and/or sales referral goals experience preferred.
- Ability to cross-sell bank products based on client's needs.
- Strong attention to detail and time management.
- Proficient in basic computer skills.
At BankTalent HQ, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success.
- Medical, Dental and Vision Insurance - START DAY ONE.
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
- 401(k) plan with company match and Profit Sharing.
- Mental health benefits including coaching and therapy sessions.
- Tuition Reimbursement for qualifying employees.
- Employee Ambassador preferred banking products.
- Competitive compensation in line with work experience.
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