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About the Role

The Float Customer Service Representative (CSR) is the primary point of contact for bank customers across various branch locations. This role involves performing daily transactions, providing efficient customer service, and identifying opportunities to cross-sell bank products and services to meet customer needs and drive growth.

Responsibilities

• Travel to branches as needed to provide and maintain excellent customer service.
• Promote the Bank’s products and services and refer customers to appropriate sales personnel.
• Answer customers’ routine banking questions and refer complex inquiries to management.
• Process daily transactions including deposits, withdrawals, check cashing and payments accurately.
• Balance cash drawer with minimal assistance and maintain an acceptable difference record.
• Update customer contact information to ensure accurate data.
• Assist with support work including night drop, ATM balancing, safe deposit box, debit card setup, branch capture, and preparing courier bags for transit.
• Perform various clerical duties including answering phones, typing, filing, and preparing check orders.
• Ensure compliance with all policies, procedures, and federal regulations.
• Maintain confidentiality of all customer records and documents.

Requirements

• At least one year of Customer Service Experience.
• 1-3 years of banking experience or cash handling experience.
• Professional appearance and conduct.
• Intermediate computer skills (Microsoft Office and Outlook).
• Ability to perform basic mathematical functions.
• Ability to work as part of a team and assist other team members.
• Ability to adapt to change.
• Attention to detail and ability to multitask.
• Ability to pay attention to detail and quality of work.
• Positive attitude.

Skills

• Customer Service
• Sales
• Cash Handling
• Microsoft Office
• Outlook
• Basic Mathematical Functions
• Teamwork
• Adaptability
• Attention to Detail
• Multitasking

Experience Level

• 1-3 years banking or cash handling experience
• At least one year customer service experience

Education Level

• High school graduate or equivalent