About The Position

The Float Customer Service Representative provides warm, friendly service to customers and prospective customers; retains and services existing relationships; opens new deposit accounts; and promotes and cross-sells bank products and services. This role travels between nearby branches to cover personnel shortages. The representative performs teller transactions and account-opening duties accurately and at a high level of expertise, delivers service consistent with the company’s core values and profit objectives, and supports branch goals. The position also requires adherence to assigned work schedules, maintaining a professional attitude and appearance, and tracking required documentation. The employee must understand and adhere to applicable compliance requirements and attend position-related training, including training concerning the Bank Secrecy Act, Privacy Act, US Patriot Act, and Security.

Requirements

  • Expertise in the mechanics of opening new accounts and performing teller duties.
  • Ability to perform the essential duties of account-opening and teller functions consistently with company practices, policies, and procedures.
  • Ability to travel between nearby branches to cover personnel shortages.
  • Ability to meet the physical demands of the position, including standing, walking, sitting, handling objects, reaching, stooping, kneeling, crouching, crawling, and occasionally climbing or balancing.
  • Ability to occasionally lift or move up to 100 pounds and frequently lift or move up to 25 pounds.
  • Close, distance, and color vision.

Responsibilities

  • Use the Seven Step Retail Sales Process to establish relationships with new customers and deepen relationships with existing customers through cross-selling.
  • Perform teller transactions accurately to minimize teller outages.
  • Open consumer and business accounts accurately.
  • Carry out the essential duties of account opening and teller functions in accordance with company practices, policies, and procedures.
  • Exhibit sales and service behaviors consistent with FAB&T’s core values and profit objectives.
  • Provide service at all branch touch points and identify ways to address service weaknesses and build on service strengths.
  • Support the attainment of branch goals.
  • Collaborate with Retail Management, Training, Internal Audit, and Security on compliance issues and process improvement.
  • Answer customer inquiries about products, rates, and services.
  • Assess customer needs and cross-sell appropriate products and services.
  • Refer new business to other bank areas, including Mortgage, Credit Cards, and Wealth Management.
  • Develop and build customer loyalty.
  • Travel between nearby branches to cover personnel shortages.
  • Adhere to work schedules as directed by the Branch Manager.
  • Maintain a positive, friendly, and professional attitude and appearance.
  • Track and monitor required documentation.
  • Adhere to compliance requirements and attend required, position-related training.
  • Perform other related duties as required or assigned.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service