Teller/Customer Service Representative jobs in United States
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Southeast Bank PLC. · 1 day ago

Teller/Customer Service Representative

SouthEast Bank is focused on providing exceptional customer service and building lasting relationships with clients. The Teller/Customer Service Representative role involves conducting transactions, identifying customer needs, and recommending appropriate products and services to help clients achieve their financial goals.

BankingFinanceFinancial Services

Responsibilities

Deliver exceptional customer service
Complete customer transactions according to established guidelines
Identify referral opportunities and makes appropriate referrals
Contribute, support and develop effective relationships with all branch partners including branch employees, Customer Care Representatives, Branch Review Coordinator, Mortgage Representative, etc
Ensure compliance with internal controls, operations procedures and risk management policies
Pursue on-going education of SouthEast Bank products, service, other lines of business, and federal regulations
Ensure that all business transactions and practices in the individual's span of control comply with all regulations
Carry out other duties as requested or assigned
Work in a fast-paced environment, under pressure while multitasking
Follow all Bank policies and procedures
Primary focus is assisting with client's sales opportunities with additional activities related to service needs, based on over needs of the branch
Use resources to conduct effective client conversations in person and on the telephone and open retail accounts
Provide financial solutions that meet client needs
Referring to other lines of business partners for additional solutions. Partners include, but are not limited to: Customer Care Representative, Mortgage, ElFI, Treasury Services, and Merchant Services
Cross-sell bank products and services based on customer needs, in accordance with the bank's program standards
Ensure compliance with internal controls, operational procedures and risk management policies
Purse on-going education of SouthEast Bank products, services, other lines of business, and federal regulations
Make proactive outbound calls to clients and prospects
Carry out other duties as requested or assigned

Qualification

Customer serviceFinancial solutionsCross-sellingCompliance knowledgeMultitasking

Required

Deliver exceptional customer service
Complete customer transactions according to established guidelines
Identify referral opportunities and makes appropriate referrals
Contribute, support and develop effective relationships with all branch partners including branch employees, Customer Care Representatives, Branch Review Coordinator, Mortgage Representative, etc
Ensure compliance with internal controls, operations procedures and risk management policies
Pursue on-going education of SouthEast Bank products, service, other lines of business, and federal regulations
Ensure that all business transactions and practices in the individual's span of control comply with all regulations
Carry out other duties as requested or assigned
Work in a fast-paced environment, under pressure while multitasking
Follow all Bank policies and procedures
Primary focus is assisting with client's sales opportunities with additional activities related to service needs, based on over needs of the branch
Use resources to conduct effective client conversations in person and on the telephone and open retail accounts
Provide financial solutions that meet client needs
Referring to other lines of business partners for additional solutions. Partners include, but are not limited to: Customer Care Representative, Mortgage, ElFI, Treasury Services, and Merchant Services
Cross-sell bank products and services based on customer needs, in accordance with the bank's program standards
Ensure compliance with internal controls, operational procedures and risk management policies
Purse on-going education of SouthEast Bank products, services, other lines of business, and federal regulations
Make proactive outbound calls to clients and prospects
Carry out other duties as requested or assigned

Company

Southeast Bank PLC.

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Southeast Bank PLC.

Funding

Current Stage
Late Stage
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