Job Description

Role


The Client Service Associate position is a dual purpose role which will require the employee to fulfill responsibilities of both a Head Teller and Client Service Representative. Typically, the CSA I role will primarily focus on Head Teller responsibilities, with time spent in each role determined by the needs of the branch and may vary. Interface with clients via telephone or in person, exhibiting a high level of customer service skills and effective communication skills, both written and verbal.


Major Duties and Responsibilities

Description

Supervises duties of tellers, as well as dual control functionality as applicable. Ensures that all tellers handle themselves in a businesslike/professional manner in handling client needs. Supervises teller staff to ensure proper policies and procedures are being followed with regard to teller function.
Responsible for completing daily branch balancing, processes vault transactions, and maintains accountability for vault reconcilement. Performs ATM balancing and replenishment, and balances coin machine. Coordinates cash shipment and delivery and orders the appropriate amount of cash for the branch in accordance with set cash limits. Is accountable for audits of individual teller cash drawers for monthly reporting. Balances cash drawer daily to assure accuracy in transactions and notifies supervisors regarding any differences immediately, in accordance with bank policy and procedure. Monitors and reports all cash differences to Branch Manager.
Provides efficient, accurate, and courteous client service. Performs a variety of transactions to service the client, including processing deposits, withdrawals, payments, check cashing, issues money orders/official checks, redeems savings bonds, and signs official checks up to signing authority. Ensures that transactions are processed and the proper documentation is completed in compliance with applicable laws and regulations.
Opens and closes all types of new accounts and related products. Performs maintenance, assists clients with requests, complaints, troubleshoots and resolves internal and external inquires to client's satisfaction. May perform Notary Public services and serves as a safe deposit box attendant.
Assists in coordinating staffing schedules in conjunction with branch management, responsible for in branch training of newly hired teller staff. Creates and sustains a clean, organized, pleasant work environment by maintaining a professional look appearance and attitude, positive outlook and behavior toward clients and co-workers.
Maintains current knowledge of the Bank's products and services. Identifies cross sale opportunities and make referrals in line with established procedures. Reviews and observes performance of tellers as to their cross-selling techniques and coaches accordingly.
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Promotes the Bank's products and services and maintains active participation in various community events. Uses every client contact as an opportunity to advise clients about additional services and programs that benefit them.

EOE, including disability/vets