Customer Service Associate (Float)

SYNERGY BANK•Baton Rouge, LA

4d•Hybrid

About The Position

The Customer Service Associate (CSA) serves as the primary point of contact for customers, delivering exceptional service while performing both transactional (teller) and account servicing functions. This role supports customer relationship development by addressing financial needs, maintaining accurate account information, and promoting appropriate banking products and services. The CSA ensures all activities are completed accurately, efficiently, and in compliance with regulatory and bank standards.

Requirements

High school diploma or GED required
Minimum 6 months customer service experience required
Must be able to provide information to supervisors, co-workers, and customers both verbally and in written format.
Strong customer service and relationship-building skills
Clear and professional verbal and written communication
Strong attention to detail and accuracy
Ability to multi-task and prioritize in a fast-paced environment
Sound judgment and decision-making skills
Basic accounting and cash handling knowledge
Proficiency in Microsoft Word and basic Excel
Ability to learn and use banking systems and software
Strong interpersonal awareness and emotional intelligence
Ability to maintain professionalism and composure under pressure
Ability to remain attentive and detail-oriented throughout the workday
Ability to make sound decisions in a fast-paced environment
Ability to follow procedures and regulatory requirements precisely
Ability to manage multiple priorities while maintaining composure
Demonstrate integrity, confidentiality, and ethical behavior
Maintain a high level of accuracy and attention to detail
Exhibit accountability and ownership of work
Promote a culture of compliance and continuous improvement
Work collaboratively with team members and departments

Nice To Haves

Teller or banking experience preferred
Sales or new accounts experience preferred
Business-related education or coursework preferred
Familiarity with banking systems and platforms preferred

Responsibilities

Provide professional, courteous, and efficient service to customers in person and via telephone
Greet customers and direct them to appropriate services or personnel
Resolve account-related issues and ensure positive customer experiences
Explain and recommend bank products and services to generate additional business
Conduct follow-ups with customers as needed after account servicing or opening
Maintain a clean, organized, and welcoming customer environment
Build and maintain strong interpersonal relationships with customers and coworkers
Generate referrals and cross-sell appropriate products and services
Open new accounts and perform maintenance on existing accounts
Maintain and update customer records to ensure accuracy
Process and manage: Wire transfers and associated agreements, Debit card issuance, activation, and maintenance, Online and business online banking enrollment, Check orders and account documentation updates
Support various account types, including consumer, business, IRA, and HSA accounts
Handle customer disputes and coordinate resolution with appropriate departments
Assist customers with safe deposit box access and documentation
Process deposits, withdrawals, and check cashing transactions accurately
Verify customer identity, endorsements, signatures, and balances
Process a variety of transactions, including: ATM and night deposits, Loan, utility, and mail payments, IRA and HSA contributions
Prepare and verify official checks
Count and manage cash and coin throughout the day
Balance teller drawer, ATM, and vault according to established procedures
Identify, research, and resolve transaction discrepancies
Assist coworkers and other departments as needed to support branch operations
Provide guidance or assistance to less experienced staff when appropriate
Maintain teller station organization and required supplies
Monitor and report equipment or system issues
Review work for completeness and accuracy
Assist with customer and vendor access to controlled areas when required
Participate in ongoing training and support product/service knowledge sharing
Adhere to all bank policies, procedures, and federal regulations
Comply with Bank Secrecy Act (BSA), Customer Identification Program (CIP), and related compliance requirements
Complete required reports, including Currency Transaction Reports (CTRs), accurately and timely
Place holds on accounts according to regulatory requirements
Identify and help prevent fraudulent activity, including counterfeit items and elder abuse
Maintain strict confidentiality of customer and bank information
Physically count assigned cash daily, including currency and coin
Balance teller drawer, ATM, and vault accurately and within established guidelines
Follow all cash handling and balancing procedures, including dual verification when required
Avoid force balancing and properly report and resolve discrepancies
Ensure all transactions are processed and recorded prior to end-of-day close