Customer Service Representative/Relief Teller

Customer Service Representative / Relief Teller

Job Title: Customer Service Representative (CSR) / Relief Teller
Department: Operations
Location: Tobago
Reports To: Branch Supervisor (Tobago)

About the Role

We are seeking an experienced, detail-oriented CSR/Relief Teller who will primarily be responsible for providing friendly, helpful service by actively recommending and cross-selling PSCU’s products and services that best suit our members’ needs, while addressing all member inquiries.

Key Responsibilities

As the CSR/Relief Teller, you will:

• Greet members in person/on the telephone in a courteous, professional and timely manner while providing prompt and accurate service.
• Maintain an up-to-date and thorough knowledge on all credit union products and services along with their benefits, features and requirements.
• Evaluate new and existing member’s accounts while performing transactions and be proactive in identifying each member’s financial needs to offer the best products and services to cross sell.
• Promote, explain and cross sell Credit Union products, establishes all services to potential and existing members to meet their financial needs.
• Respond in a professional manner to members' inquiries, requests or problems.
• Process all member requests such as new accounts, statements, account updates, fixed deposits, withdrawals, transfers etc. promptly, accurately and in compliance with the Credit Union’s policies and procedures.
• Ensure compliance with all internal controls and established policies including AML/CFT.
• Consistently achieve threshold levels of sales goals and member service performance standards.
• Engage/Assist members with the online facility and mobile app; issue debit cards as required.
• Assist with the processing of payroll and standing orders and the deposit of these cheques.
• Register and distribute incoming/outgoing correspondence.
• Prepare assigned reports within the stipulated deadline.
• File documents in accordance with predetermined standards.

What We’re Looking For.

• Associate’s Degree in Business Management or a related field.
• Certificate in Customer Service.
• At least 2 years of experience in Customer Service or a related area.
• At least 1-year cash handling experience.
• Reliable and able to accommodate a flexible work schedule.
• Excellent written and verbal communication skills.
• Account reconciliations
• Ability to cross sell products and services.
• Proficient on MS Office and Emortelle software.