Customer Service Representative Lead
3 days ago
Deliver exceptional customer service by actively listening to customers\u0027 needs, asking insightful questions, and providing personalized solutions to meet their financial goals.
Respond promptly to customer inquiries, resolving issues efficiently and maintaining a high level of customer satisfaction.
Build trust with customers by maintaining confidentiality and adhering to the Bancorp Code of Business Conduct and Ethics.
OperationsCollaborate with the Financial Center Manager to ensure accurate and timely completion of monthly cash counts.
Partner with the Financial Center Manager to gather and report monthly FCA requests.
Perform daily office responsibilities, working with the CSR and Bankers, to maintain the efficient operation of the office.
Maintain a balancing record that is in line with policy, identifying and correcting discrepancies as needed.
ReferralsIdentify customer needs and refer customers to Bankers and business partners for consultative conversations.
Develop a working knowledge of Retail products and services offered, utilizing appropriate tools for tracking referrals.
Assist in training newly hired Customer Service Representatives.
RequirementsHigh school diploma/GED required.
Extensive cash handling experience.
In-depth knowledge of retail policies and procedures.
Ability to interact comfortably and confidently with the public.
Flexibility in scheduling.
Working ConditionsNormal office environment.
Extensive viewing of computer screens.
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