About The Position

The Float CSR / Teller provides excellent customer service across different financial centers, listens to customers’ needs, answers questions, resolves issues, and refers customers to appropriate bankers or business partners for consultative conversations. The role supports efficient financial center operations, handles extensive cash transactions, maintains accurate balancing records, and follows bank policies, procedures, ethical standards, and risk controls. The position requires flexibility in scheduling and travel between financial centers. It works in a normal office environment and involves extensive computer-screen viewing.

Requirements

  • High school diploma or GED.
  • Ability to handle extensive cash transactions.
  • Ability to interact comfortably and confidently with the public.
  • Ability to adhere to dress code guidelines.
  • In-depth knowledge of retail policies and procedures to perform the essential duties.
  • Ability to take initiative and demonstrate sound judgment in decision-making and problem resolution.
  • Demonstrate the company’s core values: work as one bank, take accountability, be respectful and inclusive, and act with integrity.
  • Flexibility in scheduling.

Responsibilities

  • Build customer relationships by listening to specific needs, asking questions, and guiding customers to appropriate financial services.
  • Follow up on customer questions, resolve issues, and communicate responsively and clearly.
  • Protect confidential customer information and follow the Bancorp Code of Business Conduct and Ethics and related policies.
  • Perform daily office responsibilities in collaboration with the platform team to support efficient office operations.
  • Maintain balancing records in accordance with policy, identify and correct outages, and seek assistance when needed.
  • Keep current on bank policies and financial center procedures, and share feedback with the RAM, Financial Center Manager, and Program Manager to support consistency across financial centers.
  • Handle consumer and business customer problems professionally and refer complex issues to the Lead Customer Service Representative or other leadership as appropriate.
  • Use sound judgment and follow established guidelines and procedures when making decisions.
  • Identify customer needs during interactions and outreach, and refer customers to bankers and business partners as appropriate.
  • Maintain working knowledge of retail products and services and use appropriate tools to track referrals.
  • Work collaboratively in different financial centers.
  • Perform other duties as assigned.

Benefits

  • Comprehensive benefits programs designed to support employees’ and families’ physical, financial, emotional, and social well-being.
  • Differentiated compensation offerings.
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