Floater (Full Time) - Harvard

Prosperity Bank • Tulsa, OK

1d

About The Position

The Floater provides financial services at multiple branch locations, including teller, customer service, and customer advocate functions. The role processes deposits, withdrawals, loan payments, cash advances, checks, money orders, and other transactions; opens, closes, and maintains customer accounts; assists customers with account and service questions; and resolves issues through in-person, telephone, and other authorized channels. The Floater also cross-sells Bank products and services, supports customers with account research and maintenance, and builds professional customer relationships.

The position requires regular travel to branch locations within the division, including out-of-town travel. Some assignments may require overnight or multiple-night stays. The role has no supervisory responsibilities. Duties may include work in the call center for the Lubbock Division only.

Requirements

• High school graduate or equivalent.
• At least one year of related experience and cash-handling experience.
• Good communication skills.
• Professional appearance, dress, and attitude.
• Good math skills.
• Good typing skills.
• Ability to operate related computer applications and business equipment, including an adding machine, typewriter, copy machine, coin and money-counting machines, and telephone.
• Dependable transportation for travel to branch locations.

Nice To Haves

• Understanding of Bank operations preferred.
• Previous Teller experience preferred.
• Knowledge or proficiency related to DNA Standard/UX, CTR/MIL, IVIEW product knowledge, SCO, ATM balancing, domestic WITS/wires, risk management, and dual control.

Responsibilities

• Present and explain Bank services and products, assist customers with their financial needs, and open, close, and maintain checking, savings, time deposit, IRA, safe deposit box, and savings bond accounts.
• Answer customer questions and resolve problems by listening, gathering information, and securing answers.
• Assist customers with disputes involving Bank online services, Master Money, ATM services, or deposit accounts.
• Provide tele-consulting and meet goals set on the scorecard.
• Represent the Bank courteously and professionally while performing teller functions.
• Receive deposits and loan payments in person or by mail, compute interest, and process cash advances, travelers’ checks, cashier’s checks, money orders, government bonds, and similar transactions.
• Disburse cash or check withdrawals in person, by telephone, or by mail, and process transfers.
• Open and close computer terminal accounts daily, process assigned cash and transactions, and balance at the end of the day.
• Process payroll deduction starts, stops, and increases; verify transactions; examine endorsements and negotiability; monitor deposit amounts; and promptly detect and resolve discrepancies.
• Follow teller procedures consistently and maintain no more than one proof error within a 30-day period.
• For Lubbock Division call-center assignments, assist customers with checking, savings, certificate of deposit, IRA, loan, business, and trust account inquiries; perform file maintenance and account changes; and assist with Bank on Call, Bank online, and Debit/Tillie card services.
• Research and resolve customer account issues, maintain files for customers assisted, and handle matters such as wire transfers, interest-rate inquiries, safe deposit boxes, error resolution, deceased customers, lost or stolen account items or information, forged or fraudulent activity, and teller services.
• Promptly resolve customer requests and questions and provide authorized account-status information in person, by telephone, or by mail.
• Receive and process new accounts and changes to existing accounts, including name, address, and other account information changes.
• Maintain the privacy of customer account information and uphold the Bank’s quality reputation.
• Coordinate with area personnel and management, assist staff as required, keep the supervisor informed of activities and significant problems, and complete reports and records accurately and promptly.
• Attend meetings and training classes that may be held on weekdays, evenings, or Saturdays.
• Professionally cross-sell Bank services, perform related clerical duties and research and NSF duties as needed, and keep the work area clean, secure, and well maintained.
• Travel regularly to branch locations within the division and have dependable transportation.

Benefits

• Mileage driven outside a 25-mile radius of the associate’s home or designated base location qualifies for reimbursement under the Bank’s Mileage Allowance Policy.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED