SouthEast Bank

Teller/Customer Service Representative

SouthEast Bank  •  Knoxville, TN (Onsite)  •  4 months ago
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Job Description

Job Location: Bearden Branch - Knoxville, TN 37919
Position Type: Full TimeEducation
Level: High School
Travel Percentage: None
Job Category: BankingBASIC FUNCTION:
Primary: Tellers are the first to contact to our valued customers. Tellers provide service to Bank customers by conducting appropriate transactions and meeting the needs of customers by providing prompt, efficient and accurate service interactions. Tellers are required to represent the Bank in a courteous, professional manner, and be alert to customer needs while also referring them to appropriate departments in the Bank when those needs are identified.
Backup: Customer Service Representatives are often the first to interact with new customer accounts and the ones that help them form an opinion of the bank. By having a conversation and understanding what a customer needs the CSR can recommend and open personalized product and service solutions that address those needs. The most important job as the face of SouthEast Bank is to build a long-lasting relationship that helps us match customers with the solutions they need to help them reach their financial goals.
TELLER ESSENTIAL FUNCTIONS:
- 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.
CSR ESSENTIAL FUNCTIONS:
- 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.
SouthEast Bank

About SouthEast Bank

SouthEast Bank has become a premiere financial institution in Tennessee by delivering exceptional quality service, and innovative banking products to its clients. Our experienced staff diligently serves our communities with integrity and a sense of pride by offering exceptional service and value to not only our customers, but the community as a whole. Because we are operated by local employees who live and work alongside the people we serve, SouthEast Bank is a true community bank that uses state of the art technology both inside and outside of our branches to reinvest in our schools, organizations, and neighborhoods. Learn more about us at www.southeastbank.com. Member FDIC. Equal Housing Lender.

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
Farragut, TN
Year Founded
2002
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