Floater Teller for Southwest Region

Austin Bank•Jacksonville, TX

About The Position

The Floater Teller provides teller and customer service support at assigned Austin Bank offices in the Southwest Region, traveling as required. The role handles customer transactions and account-related requests, promotes bank products and services, follows applicable financial regulations—particularly the Bank Secrecy Act (BSA) and Customer Identification Program (CIP)—and maintains confidentiality and accurate records. The employee is expected to support teamwork, stay current on company communications and policies, attend training and professional development activities, and report to work regularly and promptly. Other duties may be assigned.

Responsibilities

  • Understand and comply with regulatory requirements for financial transactions, especially BSA and CIP requirements relevant to the role.
  • Provide superior customer service and build relationships that help customers find appropriate banking and financial solutions.
  • Contribute to a teamwork atmosphere by attending meetings, participating in discussions, treating co-workers with respect and courtesy, and supporting departmental goals.
  • Stay current on company communications and use appropriate communication channels for bank-related matters.
  • Develop personal skills and capabilities through approved ongoing training and professional development.
  • Uphold the organization’s values, especially ethics, integrity, and confidentiality.
  • Greet customers and provide customer service.
  • Process night depository, ATM, and Bank-by-mail deposits.
  • Receive checks and cash for deposit, verify amounts and endorsements, and issue deposit receipts.
  • Place holds on deposited checks when warranted and in accordance with regulations.
  • Cash checks after verifying customer signatures and balances, and obtain positive identification of the payee.
  • Obtain information for Currency Transaction Reports and submit them to the BSA Officer; prepare Suspicious Activity Reports when applicable.
  • Maintain the teller cash drawer within required limits and balance it.
  • Explain, promote, and/or sell bank products and services, including traveler’s checks, savings bonds, money orders, and cashier’s checks.
  • Accept utility bill and loan payments.
  • Accept information for outgoing wire transfers.
  • Assist with filing bank records and documentation.
  • Process TT&L and EFTPS payments and cash advances.
  • Answer telephone calls, take messages, forward calls, or provide assistance to customers.
  • Verify next-day new account information and account file maintenance.
  • Assist customers with preparing documentation for debit card disputes.
  • Place stop payments on checks and drafts at customers’ requests.
  • Cross-train in other areas.
  • Maintain confidentiality at all times.
  • Report to work regularly and promptly.
  • Maintain and submit records to the supervisor showing time worked and travel expenses incurred.
  • Maintain and adhere to a schedule of work assignments.
  • Travel as required to assigned offices.
  • Maintain established department and Bank policies, procedures, objectives, and quality assurance.
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