CUSTOMER SERVICE REPRESENTATIVE LEAD

Umwsb; Westerville (OH); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Paid Time Off

Medical / Dental / Vision

401K

Paid Family Leave

Job summary

United Midwest Savings Bank is seeking a Lead Teller to deliver outstanding customer service and drive sales while processing transactions accurately. You will balance cash daily, assist tellers, and contribute to fraud reduction with adherence to procedures and ethics.

The role emphasizes teamwork, integrity, and a positive customer experience at the State Street Branch, reporting to the Branch Manager. Prior teller experience is preferred.

Qualifications

• High school diploma or GED required.
• 2–3 years of teller experience or equivalent
• Strong communication and customer service skills

Responsibilities

• Customer service and sales: handle complex inquiries, process transactions, and refer to staff as needed.
• Operational excellence: cash checks, withdrawals, and ensure documents are properly authorized and within limits

Skills

Customer service

Verbal communication

Written communication

Multi-tasking

Office machines

Education

High school diploma or GED

Job description

About UMWSB:

We are not your typical bank, and we like it that way. Our four business pillars, SBA Lending, Consumer Lending, Mortgage Lending, and Deposit Banking allow us to attract unique candidates of all experience levels to join our growing team.

What We Stand For

Our products, services, and expertise have the feel of a small community bank, but the reach of a national brand. We at United Midwest Savings Bank are proud of the responsible, ethical manner in which our company has operated since its opening. We realize our success is a direct result of meeting our customer's needs and we continue to operate with your interests as our guide.

Employment Type: Full-Time, Non-Exempt
Location: State Street Branch
Reports to: Branch Manager

Position Summary:

Lead Tellers are able to handle a variety of tasks including providing excellent customer service in all customer interactions, helping to resolve customer concerns, following procedures to minimize errors and reduce fraud, processing account transactions effectively. Lead Tellers work under limited supervision, assist with workflow to ensure tellers are successful, consistently balance their cash daily, have great rapport with people, and enjoy helping others while maintaining ethics, integrity, and embracing diversity.

Responsibilities:

• Customer Service and Sales: Handles complex customer inquiries or complaints, processes complex transactions, and identifies opportunities to refer customers to appropriate staff as indicated.
• Operational Excellence: Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing.

Education and Experience:

High school diploma, general education degree or equivalent; and two to three years of experience as a teller; or equivalent combination of education and experience.

Required Skills/Abilities:

• Proven customer support experience. Excellent verbal and written communication skills.
• Ability to multi-task, prioritize and manage time effectively.
• Basic Office Machine Operation Skills, Printers, Scanners, Copiers, Fax, postage machine, etc.

Benefits:

• Paid Time Off (PTO)
• Medical / Dental / Vision
• 401K
• Paid Family Leave

United Midwest Savings Bank is an Equal Opportunity Employer.