Customer Service Agent

We are recruiting on behalf of a well-established financial services organisation for a Customer Service Agent (Teller). In this role, you will be at the forefront of customer interaction, delivering a high-quality banking experience through accurate transaction processing and personalised service. You will also play an important part in identifying customer needs and supporting product uptake, contributing to both customer satisfaction and business growth.

Company Information

You will be joining a reputable and forward-thinking organisation within the banking and financial services sector. The company is known for its commitment to operational excellence, strong governance, and customer-centric approach.

The culture is collaborative, supportive, and performance-driven, encouraging professional development and innovation. You will work as part of a dynamic branch team, where attention to detail, teamwork, and excellent service standards are highly valued.

Responsibilities and Duties

As a Customer Service Agent (Teller), your responsibilities will include:

• Providing a professional, courteous, and efficient service to customers at all times
• Processing transactions accurately, including deposits, withdrawals, and drafts
• Verifying customer information, signatures, and account balances before completing transactions
• Maintaining cash levels within authorised limits and balancing daily cash positions
• Ensuring all cash, instruments, and documents are securely handled and stored
• Supporting ATM and night depository balancing and reconciliation processes
• Promoting and cross-selling banking products and services to meet customer needs
• Adhering to compliance, AML, and internal policies, ensuring all documentation is completed correctly

Qualifications and Skills

To be successful in this role, you will ideally have:

• A high school diploma or equivalent qualification
• 1–2 years’ experience in a customer service or cash-handling role (banking experience advantageous)
• Strong communication and interpersonal skills, with the ability to engage confidently with customers
• Excellent attention to detail and accuracy when handling financial transactions
• Working knowledge of Microsoft Office applications
• Good organisational skills and the ability to manage competing priorities
• A proactive approach to identifying customer needs and sales opportunities
• A high level of integrity and commitment to confidentiality and compliance standards

Benefits and Perks

The organisation offers a supportive environment and a range of benefits, including:

• Opportunity to work with a reputable and growing financial services provider
• A collaborative and team-oriented workplace culture
• Ongoing training and professional development opportunities
• Exposure to a variety of banking operations and customer interactions
• Career progression opportunities within a structured organisation
• Competitive salary package aligned with experience
• A chance to contribute to a business undergoing positive growth and transformation