Description

Summary/Objectives

The Float Customer Service Representative (CSR) is the primary point of contact for bank customers throughout our branch locations. The objective of the Float CSR is to perform daily transactions for customers in various branches, while providing efficient and quality customer service. Additionally, as the primary point of contact, it is necessary for the Float CSR to create opportunities for cross-selling the bank’s products and services in order to meet customer needs and grow the bank.

Essential Functions

1. Travel to branches as needed to provide and maintain excellent customer service to all bank customers. 
2. Promotes the Bank’s products and services and refers customers to the appropriate sales personnel. Answers customers’ routine banking questions; refers complex inquires to management.
3. Processes daily transactions including deposits, withdrawals, check cashing and payments accurately, and balances work to teller system with minimal assistance. 
4. Receives, pays out monies, balance cash drawer with minimal assistance, and maintains an acceptable difference record. 
5. Update customer contact information on an ongoing basis to be sure we have the most accurate data in the event the bank would need to contact them. 
6. Assists with support work including, but not limited to, night drop, ATM balancing, safe deposit box, and debit card set up, branch capture, and preparing courier bags for transit.
7. Performs various clerical duties including answering phone, typing, filing and preparing check orders. 
8. Ensure compliance/adherence to all policies, procedures and federal regulations in order to attain a satisfactory or better branch audit. Maintains confidentiality of all customer records and documents. 

Secondary Functions

1. Open and close accounts to assist with the platform staff. 
2. Floating/Covering shifts – both within assigned branch location and at other branch locations. 
3. Attend all required branch meetings, bank business meetings and activities. 

Competencies

• Customer Service Expertise
• Basic Computer Skills
• Mathematics
• Problem Solving
• Teamwork
• Communication 

Supervisory Responsibility

None

Requirements

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, printers and filing cabinets. 

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit or stand at a desk and work on a computer. There may be occasional lifting and transporting of up to 25 pounds. The employee must have physical strength to handle routine office materials and tools. Dexterity of hands and fingers. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

Travel

If necessary, travel will be primarily during the work day using person vehicle/transportation. 

Required Education, Experience and Qualifications

• At least one year Customer Service Experience
• I-3 years banking experience or cash handling experience
• Be professional in appearance and conduct
• Intermediate computer skills (Microsoft Office and Outlook) 
• 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 multi task
• Ability to pay attention to detail and quality of work
• Positive attitude
• High school graduate or equivalent

Preferred Education, Experience and Qualifications

• Previous sales or referral making experience 
• Community involvement
• Some college

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for these job duties, responsibilities and activities may change at any time with or without notice.