Floating Teller/CSR

Bryant BankOrange Beach, AL
84dOnsite

About The Position

At Bryant Bank, we strive to provide legendary service to our customers. The Floating Teller/Customer Service Representative (CSR) supports multiple branches by performing essential banking transactions, delivering exceptional customer service, and assisting with a variety of financial services. This dual-role position plays a critical part in daily branch operations, fostering customer loyalty, maintaining accurate records, and identifying opportunities to enhance the customer experience. Flexibility to travel between branches as needed is required.

Requirements

  • High school diploma or GED
  • Minimum one year of customer service experience
  • Cash handling experience
  • Customer Service Expertise: Knowledge of customer service principles, including needs assessment, meeting quality standards, and evaluating satisfaction.
  • Mathematical Reasoning: Ability to perform basic math accurately for transaction processing.
  • Attention to Detail: Strong accuracy in handling cash, verifying information, and maintaining thorough records.
  • Communication: Clear and effective verbal and written communication skills.
  • Organizational & Time Management: Ability to prioritize, plan, and complete tasks efficiently.
  • Integrity & Dependability: Consistently ethical, reliable, and responsible.
  • Relationship Building: Ability to establish and maintain cooperative working relationships.
  • Accountability: Accepts individual responsibility for personal work performed; Has basic awareness of performance expectations associated with serving customers and utilizing resources; Performs duties and position with limited guidance.
  • Collaboration: Works with project team members to summarize progress in preparation for briefings; Volunteers to assist others with excess work; Contributes to group discussions.
  • Customer Service: Exchanges information appropriately with customers and co-workers; Resolves problems, questions, or complaints; directs complex or non-routine problems, questions, or complaints to the appropriate person; Asks for guidance in difficult situations.
  • Decision-Making: Exercises good judgment in situations where there are clear and straightforward answers; Understands when it is appropriate to make decisions independently vs. when it is appropriate to seek advice from higher level; Occasionally seeks guidance from others when faced with adversity.
  • Organizational Awareness: Demonstrates general knowledge of the mission and functions of the organization; Demonstrates basic knowledge of and adheres to the organization’s policies, procedures, rules, regulations impacting the organization, and guidelines; Stays current with organizational programs and polices; Understands the company's organizational structure and key departments/functions.
  • Self-Management: Adheres to goals and deadlines set by supervisor; Allocates time to meet goals and complete assigned work by given deadlines; Takes on new or additional responsibilities when asked.
  • Must be able to lift up to 15 pounds occasionally
  • Ability to stand for extended periods; may also require sitting at a desk and working on a computer for prolonged periods
  • Ability to travel between branch locations as needed

Nice To Haves

  • Previous teller or CSR experience in a financial institution
  • Proven experience in a similar customer-facing financial role

Responsibilities

  • Transaction Processing & Cash Handling Receive and process deposits, withdrawals, and other financial transactions with accuracy.
  • Cash checks, disburse funds, verify signatures, validate identification, and ensure compliance before processing.
  • Enter all transactions into the bank’s recordkeeping system and issue receipts.
  • Maintain appropriate cash levels and balance cash drawers at the end of each shift.
  • Customer Service & Relationship Building Provide exceptional service by addressing customer inquiries, resolving issues, and responding to concerns professionally.
  • Build and maintain constructive relationships with customers and colleagues.
  • Conduct customer needs assessments to match products and services with financial goals.
  • Handle complaints, negotiate solutions, and resolve disputes effectively.
  • Sales & Product Promotion Identify opportunities to promote and recommend bank products, services, and programs.
  • Open new accounts, assist with financial transactions, and support sales initiatives.
  • Educate customers on the use of bank products, services, and digital tools.
  • Compliance, Safety & Risk Management Ensure all transactions and processes comply with banking laws, regulations, and internal policies.
  • Maintain secure and organized work areas, protecting negotiable instruments and confidential customer information.
  • Use sound judgment to evaluate information, detect potential risks, and escalate issues when necessary.
  • Additional Branch Support Provide coverage and support across multiple branch locations based on operational needs.
  • Support branch operations by collaborating with team members and performing other duties as assigned.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service