Travel Teller (Jacksonville)

Seacoast Bank•Jacksonville, FL

10d

About The Position

The Travel Teller travels to and works in various branch locations as needed, including branches throughout North Florida, and may travel up to two or more hours. The role builds customer relationships by preparing for interactions, understanding customers’ financial goals, matching needs to bank products and services, explaining those products and services, and identifying referral opportunities. The teller responds to customer requests, seeks assistance with complex financial matters, supports customer-facing technology and self-service enrollment, and participates in community and networking activities. Operational duties include processing checks, cash, and negotiable instrument sales in accordance with bank policies; following applicable AML/BSA, audit, operational, dual-control, security, business-continuity, and other regulated banking requirements; assisting with remediation of audit, scorecard, and quality-control deficiencies; resolving or escalating customer concerns; and balancing the cash drawer. The role follows management direction, the bank’s Code of Conduct, and safety and security procedures, and may include vault responsibilities.

Requirements

High school diploma or equivalent.
At least 6 months of cash-handling experience.
Flexible schedule and availability to work during hours of operation, including weekends and occasional non-bank operational hours.
Ability to travel as needed to various branches throughout North Florida.
Proficiency with desktop, laptop, tablet, and smartphone devices and Microsoft Office Suite.

Nice To Haves

At least 6 months of previous retail sales and/or financial services experience.

Responsibilities

Prepare for customer interactions, build rapport, and use open- and closed-ended questions to understand customers’ current and future financial goals.
Match customer needs to Seacoast Bank products and services, explain offerings, and create or enhance customer relationships.
Ask new and existing customers for referrals and identify referral opportunities with internal business partners.
Respond promptly to customer needs, seek appropriate assistance with complex financial matters, and balance customer requests with business needs and potential risk.
Develop an understanding of consumer deposit and lending products and processes, outbound calling, and customer-facing technology, including discussing and enrolling customers in self-service products and processes.
Participate in community, charitable, or civic events and observe presentations about banking products and services at networking events.
Collaborate with associates within the branch and across the organization, and remain current on technology and industry changes.
Process checks, cash, and sales of negotiable instruments in accordance with bank policies and procedures.
Follow AML/BSA, audit, operational, dual-control, security, business-continuity, and other regulated banking requirements; assist in remediating audit, scorecard, and quality-control deficiencies.
Resolve customer concerns promptly and professionally, escalating issues when needed.
Balance the cash drawer daily and monitor work for accuracy.
Follow management direction to help resolve difficult customer objections and retain customer relationships.
Adhere to the bank’s Code of Conduct and safety and security procedures.
Travel to and work at various branch locations as needed; may be assigned vault responsibilities.