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Retail CSR III- Opelika, AL (Tiger Town Branch)

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Job Details
Job Order Number
2760039
Company Name
CenterState Bank, N.A.
Physical Address
701 2nd Avenue
Opelika, AL 36801
Job Description

Revised 08/2018

Job Description

Position Title: Retail CSR
(Classification I, ICT, II, IICT, III, IIICT)

Division: Retail/Operations

Reports Directly To: Assistant Manager/Sales and Service
Leader

BASIC PURPOSE:

This position is responsible for, but not limited to, the
delivery of “World Class Service” to new and existing customers. Will perform all customer service functions
including, but not limited to, opening new accounts, cross selling banking
products, referring business to CenterState subsidiaries and assisting customers
with all Branch products and services. They may be cross-trained as a back up to the Tellers when necessary as
well as assisting in the consumer loan application process.
ESSENTIAL FUNCTIONS:

This
position is expected to perform the specific duties, tasks, and
responsibilities as outlined below:

Delivers
“World Class” customer service efficiently and courteously to ensure growth and
profit of their respective Branch

Improve customers’ banking experience
by ensuring timely, positive, and thorough customer service

Establish and promote cordial
relationship with customers, ensuring prompt attendance to their inquiries and
solving their problems

Channel complex customer complaints
and challenges to the assistant branch manager, as needed

Open checking, savings, money market
and NOW accounts – both personal and business according to rules and guidelines

Identify needs and cross sell banking
products and services in a polite and friendly tone

Refer prospects to Subsidiaries

Provide information to customers on
their account status and balances

Assist customers with safety deposit
boxes

Process stop payments, wire transfers,
check orders and other services

Actively participates in HPC sales
cycle

May perform paying and receiving
teller functions

May assist in the application process
for consumer loans

May open or close Branch as needed

Ensure
proper controls are maintained over all aspects of Branch operations

Adhere to Branch, regulatory and
federal guidelines

Contribute to passing scores on all internal
and external audits

Maintain individual and team
compliance with all internal operations policies and procedures, including
proper usage of forms and documentation

Ensure that customers’ confidential
information is properly protected and only used for official purposes

Adhere to the confidentiality protocol
of the Branch

Achieve
goals as defined by Management

Achieve passing score on all HPC
mystery shops

Achieve all training goals assigned in
a timely manner

Actively participate in HPC goals and promotions

Actively prospects for new customers

Have
sufficient knowledge about the banking products and services

Suggest
effective ways through which the Bank can promote its products and services and
increase customer satisfaction

Ensure
that the Bank’s policies and procedures, code of conduct, and regulatory
guidelines are strictly complied with

Provide
assistance to other employees by liaising with them through healthy… For full info follow application link.

CenterState Bank is an Equal Opportunity Employer Veterans/Disabled and will not discriminate against applicants or employees on the basis of race, color, religion, gender, sexual orientation, marital status, age, national origin, ancestry, gender identity, disability, genetic testing, service in the military, citizenship status or any other characteristics protected by federal, state or local law. CenterState also prohibits harassment of applicants or employees based on any of these protected categories.


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