Floating Teller Full Time (40 hours)
About The Position
This role involves delivering exceptional client interactions with an emphasis on accuracy, speed, problem resolution, risk mitigation, and personalized engagement. The Floating Teller will handle client transactional needs, respond to servicing requests, and build client relationships. A key aspect of the role is educating clients on digital solutions and referring them to internal business partners for identified financial needs. The position also supports financial center operations, manages operational loss through fraud detection, and upholds all risk management, compliance, and security standards. Professionalism in appearance, demeanor, and workstation organization is expected, along with actively managing the lobby and performing other assigned duties.
Requirements
- High School diploma or GED required.
- 6 months of cash-handling, retail, or teller experience required.
- Must comply with all applicable federal, state, and local banking laws and regulations, including the Bank Secrecy Act.
Nice To Haves
- Previous sales and referral experience strongly preferred.
Responsibilities
- Deliver exceptional client interactions that emphasize accuracy, speed, problem resolution, risk mitigation, and personalized engagement.
- Handle client transactional needs, including deposits, withdrawals, check cashing, credit card advances, money orders, negotiable items, and loan payments.
- Respond to client servicing requests such as account maintenance and service charge inquiries, applying product and procedural knowledge to resolve issues quickly and effectively.
- Build, maintain, and grow client relationships through high-quality, personalized interactions, both in-person and via outbound phone calls.
- Educate clients on digital solutions (mobile, online, and ATM banking) to promote convenience and self-service adoption.
- Refer clients to internal business partners as financial needs are identified.
- Support financial center operations, including opening/closing procedures, vault management, night depository, cash drawer setup, workstation preparation, and balancing.
- Assist in managing operational loss through fraud detection, hold placement, seeking supervisory overrides as needed, and maintaining superior balancing standards.
- Uphold all risk management, compliance, and security standards, maintaining operational and financial soundness.
- Uphold professionalism standards, including appearance, demeanor, and workstation organization.
- Actively manage the lobby by greeting, engaging, and directing client traffic.
- Perform research, special projects, and other duties as assigned by management.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
