CSR Teller - New Edge Associates a Talent Acquisition Firm

Summary: The role is responsible for providing basic cash receipt and payment services in alignment with the Bank's policies and procedures. The position also involves opening new accounts, assisting existing customers, and addressing inquiries related to the Bank’s services. In addition, the role focuses on developing new business relationships and maintaining existing ones by identifying opportunities for selling, cross-selling, and providing referrals.

Key Responsibilities:

• Receive checks and cash for deposit, ensuring amounts are accurate, checks are properly endorsed, and deposits are entered into the system.
• Cash checks and process withdrawals, verifying customer signatures and account balances before payout.
• Accept payments for loans (mortgage, consumer, and others), ensuring the payment amount matches the outstanding balance.
• Process Currency Transaction Reports (CTR) as required.
• Balance the cash drawer at the end of each shift, ensuring totals match the system, and generate proof of balancing. Report discrepancies to the supervisor.
• Maintain an adequately stocked workstation with necessary forms and supplies.
• Report any malfunctions of computer terminals or other workstation equipment.
• Handle night depository bags and accurately record necessary details on the Bank’s forms (dual control).
• Perform daily and weekly ATM balancing, replenishing cash as needed.
• Provide comprehensive customer services, including opening new accounts (DDA, savings, IRAs, CDs, etc.), explaining available products and services, and processing new or existing accounts.
• Perform maintenance tasks such as wire transfers, address/phone changes, stop payments, direct deposit setup, and providing account statements.
• Ensure timely follow-up on customer inquiries to ensure a high level of satisfaction.