Customer Service Assistant I Float (CSA) (Bank)

Customer Service Assistant I (CSA) Float

The incumbent performs a variety of teller and customer service duties as needed. Is highly proficient in the processing of teller transactions, and able to complete basic customer service related tasks such as opening routine checking, savings and certificate of deposit accounts, processing account maintenance, etc. Working within established guidelines, policies and procedures, the individual will sell and service all deposit accounts, handle various customer inquiries and provide prompt problem resolution. Strong knowledge of the Bank's various deposit and electronic banking products and services is required. Using needs-based sales techniques, uncovers referral opportunities and recommends appropriate products and service to meet customers' needs.

The job requires minimum of one year of teller or customer service banking experience in a branch or call center environment. Strong sales, service, interpersonal and communication skills are necessary. The individual should interact well with others and enjoy working with a variety of people in a team environment. Strong organizational, technical and computer skills are also required. Adaptability to change and effective multitasking are important. Strong knowledge of teller and customer service processes, policies, guidelines and procedures is needed. Satisfactory product knowledge of banking products and service with ability for further development is required.

Specific job functions include being highly proficient in the processing of various teller transactions and routine customer service-related tasks and functions. The individual should be able to identify cross sell opportunities and respond to various customers' inquiries to recommend appropriate products or solutions to meet their needs. They should be able to open basic deposit accounts, assist with electronic banking inquiries, services and functionality, complete account maintenance and make referrals to other lines of business, etc. Maintaining and balancing a cash drawer accurately and efficiently is also part of the job. Providing a high level of service to customers, coworkers and team members is essential. Understanding and following various policies, guidelines and procedures including security, compliance and operations is required. Participation in on-going job related training programs including but not limited to sales, service, compliance and product knowledge is necessary. The individual may float to another local branch to cover staffing if needed. Performing additional duties as required is also part of the job.