Customer Service Representative, Float Teller

About the Role

This position is the front line of our client experience. As a Customer Service Representative, you are the face of the Bank, delivering prompt, accurate, and high-quality service at the teller window while building trusted relationships with every client you serve. Your professionalism, attention to detail, and commitment to excellence ensure each interaction reflects the Bank’s values and dedication to service.

Key Responsibilities

• Deliver exceptional customer service by upholding the Bank’s Culture of Excellence at all times.
• Operate a teller window efficiently, processing transactions accurately and timely.
• Handle checking and savings transactions, negotiable instruments, loan payments, and safe deposit box rentals.
• Provide clients with clear, accurate information about accounts, products, and services.
• Maintain strong knowledge of Bank products and services to identify opportunities for referrals and cross-selling.
• Evaluate client needs and connect customers with appropriate team members or departments.
• Balance cash and transactions daily, verifying totals with precision.
• Maintain working knowledge of the branch capture system.
• Comply with all banking regulations, internal policies, and operational procedures.
• Follow security and confidentiality protocols to protect clients and the Bank from fraud or risk.

Requirements & Tech Stack

• High School Diploma or equivalent.
• Six months or more of cash handling experience preferred for entry-level candidates.
• Exceptional attention to detail with a high degree of accuracy.
• Strong communication and customer service skills with a professional demeanor.
• Excellent interpersonal skills with the ability to engage effectively with individuals from diverse backgrounds.
• Basic computer proficiency and familiarity with terminal systems.

You'll Excel If You

• Enjoy working directly with customers and creating positive experiences.
• Take pride in accuracy, reliability, and follow-through.
• Remain calm, professional, and service-focused in a fast-paced environment.
• Are naturally observant and proactive in identifying client needs.
• Value teamwork, accountability, and doing things the right way.