Xenith Bank

Customer Service Specialist

Job ID
Retail Banking



The Customer Service Specialist provides friendly, courteous and professional service to bank customers and is responsible to accurately negotiate all types of teller line transactions while supporting the operational integrity of the branch. Promotes business for the bank and meets the needs of customers by referring them to appropriate team members for new products and services and performs ATM and vault duties. Under the direction of the Branch Manager, assumes all responsibility for the teller line and assists with opening accounts.


Essential Duties and Responsibilities:

  • Provides the highest quality of service to every customer.
  • Processes and negotiates customer transactions with accuracy while verifying endorsement, receiving proper identification and ensuring validity.
  • Ensures proper cash limits are maintained and accurately balance cash drawer daily.
  • Adheres to branch cash limits by maintaining sufficient funds to service the branch’s currency and coin needs and prepare cash shipments.
  • Reconciles all branch cash and balance vault daily.
  • Responsible for all ATM duties to include: balancing, routine maintenance, and servicing.
  • Assists Branch Manager with required internal control audits.
  • Promotes new business through a needs-based approach.
  • Cross-sells bank products and services to existing bank customers and refers customers to appropriate team members.
  • Adheres to policies and procedures, loss prevention and security guidelines and supports the operational integrity of the branch.
  • Reviews and checks the work of Tellers; assists in balancing problems and investigates cash outages.
  • Assists in scheduling Tellers to ensure adequate coverage and manage time off requests and overtime.
  • Mentors, trains and supports less experienced Tellers.
  • Assists Branch Manager with Teller performance appraisals.
  • Opens new accounts in the absence or support of branch platform employees.
  • Responsible for meeting individual goals that are established in support of overall branch objectives.
  • Maintains thorough knowledge of bank products and services, opening new accounts and all teller functions.
  • Takes personal initiative and is a positive example for others to emulate.
  • Other duties as assigned


Essential Education, Skills and Experience (Required):

  • High school diploma or equivalent.
  • Two (2) years of prior experience in financial institution teller activities.
  • Excellent customer service skills.
  • Ability to make quality decisions and perform all teller functions with a high degree of accuracy.
  • Knowledgeable of financial products and services.
  • Strong attention to detail and ability to work with minimal supervision.
  • Basic knowledge of state and federal banking regulations and branch operating policies and procedures.
  • Basic knowledge of new account opening process.
  • Effective verbal and written communication skills.
  • Good interpersonal communication skills, organizational and computer skills.

Physical Requirements:

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    • Must be able to operate general office equipment including but not limited to: computer, phones and related media and information devices.
    • Ability to communicate both in person and/or by telephone.
    • Ability to lift at least 30 pounds to handle coin

Travel Requirements:

  • Travel may be required for training and assisting other branches with staffing shortages.




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