Floating Teller

Tompkins Community Bank•Brewster, NY

2d•Onsite

About The Position

The Floating Teller welcomes clients warmly, assists them with their banking needs, and ensures financial transactions are completed accurately and efficiently in accordance with company policies, procedures, and regulatory requirements. The role helps build client relationships by connecting clients with appropriate team members and works under close supervision with limited decision-making authority. The position performs a range of branch paying and receiving activities, including processing deposits, withdrawals, payments, and transfers; cashing checks; selling cashier’s checks; handling savings bonds and approved cash advances; and responding to customer inquiries. It also involves balancing cash drawers, preparing settlement and compliance reports, processing deposits received through various channels, maintaining cash levels, and servicing ATMs or other transaction machines as needed. The Floating Teller supports a safe, compliant, and respectful workplace, provides safe deposit box service, and may open or close branches. Saturday and evening work may be required, as may travel between branches to meet business needs.

Requirements

High school diploma or GED.
Cash-handling experience in a banking, cash office, or retail setting.
Excellent customer service skills.
Strong organizational, problem-solving, and communication skills.
Ability to follow precise directions.
Ability to operate teller equipment and learn banking systems quickly.
Proficient PC skills.
Moderate typing skills and ability to operate various office machines.

Nice To Haves

Six months to one year of cash-handling experience is preferred.

Responsibilities

Welcome clients warmly, assist them, and thank them for doing business with Tompkins.
Complete financial transactions accurately and efficiently while complying with applicable policies, procedures, and regulatory requirements.
Connect clients with other team members who can address their financial needs and refer customers to appropriate personnel when business opportunities arise.
Accept and process deposit transactions.
Cash checks and process withdrawals within approved authority and operating policy, verifying identification and available funds.
Sell cashier’s checks and redeem EE Savings Bonds.
Issue approved cash advances on Company-accepted credit cards.
Transfer funds between accounts as required.
Accept and process utility payments when applicable.
Accept and process loan payments and credit card payments.
Respond to customer telephone inquiries about balances, withdrawals, account verification, and related matters.
Prepare daily settlement and proof of cash transactions and balance the cash drawer accurately and efficiently.
Prepare and review reports relating to the function, including Currency Transaction Reports and Bank Secrecy Reports.
Process night, mail, ATM, and courier deposits.
Maintain an approved cash level and sell excess or mutilated cash when appropriate.
Balance or service ATM, coin, or currency transaction machines when necessary.
Verify and wrap coin or currency for vault control purposes.
Provide safe deposit box service to customers.
Follow workplace policies intended to prevent harassment and illegal discrimination.
Support internal risk-management, safety-and-soundness, and regulatory-compliance policies and practices.
Work Saturdays and evenings as required, and open or close the branch as required.
Float to other branches when necessary to meet business needs.
Perform other duties as assigned.