Customer Service Representative - Floating
About The Position
Pathfinder Bank is seeking a Customer Service Representative to support operations in a community banking and financial services environment. The role provides a positive, professional customer service experience while supporting daily banking operations across multiple branch locations. It handles customer transactions and deposit account servicing while ensuring compliance with bank policies, procedures, and regulatory requirements. The position supports customers with transactions, account maintenance, account opening, product education, and general banking inquiries. It also provides teller-line coverage and platform assistance, travels between assigned branches based on operational needs, and performs administrative and operational tasks that support branch efficiency and service delivery. Pathfinder Bank describes its culture as people-first, respectful, development-focused, and committed to serving local businesses and communities.
Requirements
- High school diploma or equivalent.
- Prior customer service or cash handling experience.
- Ability to travel between branch locations as needed.
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced banking environment while managing multiple priorities.
- Basic computer proficiency and ability to learn banking systems.
- Strong attention to detail and accuracy in transaction processing.
- Ability to adhere to banking policies, procedures, and regulatory requirements.
Nice To Haves
- Experience in banking, financial services, or a retail banking environment.
- Knowledge of deposit accounts, teller operations, or basic banking products.
- Previous experience handling customer transactions in a regulated environment.
Responsibilities
- Process customer deposits, withdrawals, payments, and transfers in accordance with banking policies and procedures.
- Provide support for deposit accounts, account maintenance, and general banking inquiries.
- Assist customers with account opening, product education, and basic financial services needs.
- Handle cash, balance, and process transactions accurately within established guidelines.
- Support daily branch operations, including teller-line coverage and platform assistance as needed.
- Travel between assigned branch locations to provide staffing support based on operational needs.
- Comply with banking regulations, including customer identification procedures, privacy, and data security requirements.
- Identify opportunities to refer bank products and services that align with customer needs.
- Maintain a professional and positive customer experience during all interactions.
- Perform administrative and operational tasks that support branch efficiency and service delivery.
Benefits
- Competitive compensation and benefits, including health coverage, a 401(k) with company match, and paid time off.
- Opportunities for career growth and internal mobility within a community bank.
- A supportive team environment focused on employee development and engagement.
- A community-focused culture with opportunities to give back locally.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
