Floater (Full Time) - Lake Highlands

PROSPERITY BANK • Dallas, TX

4d • Onsite

About The Position

The Floater provides a broad range of financial services at multiple branch locations, including teller transactions, customer service, account maintenance, and customer advocacy. The role handles deposits, withdrawals, loan payments, cash advances, cashier’s checks, money orders, account opening and closing, certificate renewals, and customer questions or problems. The Floater also cross-sells bank services, provides excellent customer service, and maintains professional relationships with customers and colleagues.

The position may include call center duties in the Lubbock Division, such as responding to account inquiries, making account changes, researching and resolving customer issues, and assisting with Bank on Call, online banking, and debit card services. The role requires regular travel to branch locations within the division, including out-of-town travel and occasional overnight stays. The position is sedentary, primarily involving sitting, with occasional exertion of up to 10 pounds of force.

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 and 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 regular travel to division branch locations, including out-of-town travel.
• Ability to apply common sense to detailed but straightforward instructions and handle problems involving a few variables.
• Ability to perform basic math, use decimals to compute ratios and percentages, and interpret graphs.
• Ability to read and communicate effectively and write complex sentences using proper punctuation.
• Ability to talk frequently and convey detailed or important instructions accurately, loudly, or quickly; average hearing and visual acuity; finger dexterity and repetitive wrist, hand, or finger motion.
• Sedentary work involving sitting most of the time and occasional exertion of up to 10 pounds of force.
• Attend required meetings and training, which may be scheduled on weekdays, evenings, or Saturdays.

Nice To Haves

• Understanding of bank operations preferred.
• Previous teller experience preferred.
• Proficiency or familiarity with DNA Standard/UX, required training and webinars in the 90-day plan, CTR/MIL, IVIEW, product knowledge, SCO, ATM balancing, WITS/wires (minimum domestic), risk management, and dual control.

Responsibilities

• Present and explain bank services and products and assist customers with financial needs, including opening, closing, and maintaining checking, savings, time deposit, IRA, safe deposit box, and savings bond accounts.
• Answer customer questions and resolve problems by listening, gathering information, and finding answers.
• Assist customers with disputes involving online banking, Master Money, ATM services, or deposit accounts.
• Perform tele-consulting and meet scorecard goals.
• Receive and process deposits and loan payments in person or by mail, including computing interest correctly.
• 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, process assigned cash and transactions, and balance at the end of the day.
• Process payroll deduction starts, stops, and increases.
• Verify transactions, monitor deposit amounts, examine documents for endorsement and negotiability, and promptly detect and resolve discrepancies.
• Follow teller procedures and maintain no more than one proof error within a 30-day period.
• Where applicable in the Lubbock Division, assist with inquiries about checking, savings, certificate of deposit, IRA, loan, business, and trust accounts; make account changes; provide support for Bank on Call, online banking, and debit card services; and research and resolve account issues.
• Maintain files for customers assisted and handle related duties such as wire transfers, interest rate inquiries, safe deposit boxes, error resolution, deceased customers, lost or stolen account items, and forged or fraudulent activity.
• Establish and maintain effective customer relationships by promptly resolving requests and questions and providing authorized account information in person, by telephone, or by mail.
• Receive and process new accounts and changes to existing accounts, including changes to names, addresses, and other account information; protect customer account privacy.
• Coordinate with area personnel and management, assist staff as needed, keep the supervisor informed of activities and significant problems, and complete reports and records accurately and promptly.
• Attend meetings and training that may take place on weekdays, evenings, or Saturdays.
• Actively and professionally cross-sell bank services and work to develop new customer relationships and strengthen existing ones.
• Perform related clerical, research, and NSF duties; keep the work area clean, secure, and well maintained.
• Travel regularly to branch locations within the division, including out-of-town locations and occasional overnight stays.
• Maintain accurate teller transactions and cash balancing, resolve discrepancies promptly, and uphold the Bank’s professional reputation.

Benefits

• Mileage reimbursement for driving outside a 25-mile radius of the associate’s home or designated base location, in accordance with the Bank’s Mileage Allowance Policy.

What This Job Offers

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