1st Source Bank - Indianapolis, IN
posted 2 days ago
Full-time - Mid Level
Indianapolis, IN
Credit Intermediation and Related Activities
About the position
Responsible for supervising and directing the transaction activities of the CSR team, coordinates their schedules and guides their training and development.
Responsibilities
- Leads the CSR team in accordance with established security safeguards, bank policies and procedures and guidelines.
- In the absence of the Banking Center Manager, is responsible for overseeing the banking center.
- Responsible for the supervision and scheduling of assigned staff and exercises the usual authority concerning interviewing, hiring, performance appraisals, discipline, promotions, salary recommendations and terminations.
- Works with CSR team to help resolve routine procedural and processing issues.
- Ensures the CSR team meets all established goals.
- Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed.
- Cultivates customer relationships, initiates referrals and effectively cross-sells bank products and services.
- Assists banking center team in operational duties (ie., safe deposit, cash machine, balancing the ATM, vault and end of day work).
- Builds client loyalty; establishes client relationships, including addressing each client by name.
- Consistently delivers exceptional customer service to each and every client.
- Adheres to established bank policies, procedures and guidelines.
- Participates in retail sales programs to help meet personal and banking center goals.
- Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position.
- Helps the Banking Center Manager in supporting and driving sales goals.
- Assists Banking Center Manager in audits and reporting as requested.
- Responsible for the completion of all compliance training related to the position.
- Understands all applicable laws and regulations that apply to the position and complies with the requirements.
Requirements
- Three (3) or more years of retail banking experience preferred.
- Minimum of two (2) years CSR experience or equivalent retail or cash handling is required.
- Prefer Bilingual in Spanish.
- Customer service experience required.
- Prior supervisory experience preferred.
- Ability to have crucial conversations with staff.
- High degree of attention to detail.
- Ability to cross-sell bank products and services.
- Good written and verbal communication skills.
- Good PC skills - proficiency in Microsoft Office essential.
- Good problem solving skills.
- Ability to work in a team atmosphere.
- Ability to stand for prolonged periods of time.
- Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
- Ability to handle multiple tasks in a fast-paced environment.
Nice-to-haves
- One (1) - three (3) years college preferred.
Benefits
- Ability to travel to all locations as needed for meetings, projects, training, seminars, etc.
