Check with seller Customer Service Representative Float Mentor

  • Location: Mentor, Ohio, United States


Job Description
Position Title: Customer Service Representative Float
Department: Retail
Position Reports to: Client Service Manager
Position Supervises: No Direct Reports

Position Summary:
Support the company’s mission statement and sales goals by maintaining a high-level of customer service, processing daily transactions as well as identifying and utilizing cross selling opportunities. Demonstrate and implement our Trusted Advisor strategy to all internal and external customers.

Duties and Responsibilities:
Meet the needs of customers by providing accurate, personable, prompt and efficient processing of all transactions in accordance with Customer First.
Provides exceptional service with knowledge of all retail products and services.
Adhere to the Six-Step Experience guidelines with each customer interaction.
Maintain a balanced drawer within Customer Service Performance Parameters. Report any discrepancies to the supervisor as necessary.
Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
Examine checks deposited and determine proper funds availability based on regulation requirements and complete Hold Notices.
Assist in resolving customer issues by responding competently and consistently to both internal and external customer requests.
Recognize product and financial sales and service opportunities and refer to appropriate partners in Retail, Commercial, Wealth Management, Private Banking and First Insurance Group.
Answer basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
Demonstrates a positive reflection of the organization in public through their actions and behaviors.
Maintain and ensure compliance standards by complying with all bank policies and procedures.
Coordinate service requests with other departments.
Complete other duties as assigned.

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