Customer Service Representative - Floating

Pathfinder Bank•Oswego, NY

35d

About The Position

At Pathfinder Bank, you're not just starting a job, you're starting a journey with a team that genuinely cares. We believe in building relationships, growing talent from within, and serving the communities we call home. If you're looking for a supportive environment, opportunities to learn, and a chance to be part of something meaningful, this could be the perfect place for you. 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.

Requirements

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

Responsibilities

Travel to branches as needed to provide and maintain excellent customer service to all bank customers.
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.
Processes daily transactions including deposits, withdrawals, check cashing and payments accurately, and balances work to teller system with minimal assistance.
Receives, pays out monies, balance cash drawer with minimal assistance, and maintains an acceptable difference record.
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.
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.
Performs various clerical duties including answering phone, typing, filing and preparing check orders.
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.

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