Customer Service Representative; Float

The Customer Service Representative (CSR) (Float) is responsible for retaining existing relationships and establishing new deposit accounts by branch goals. This position is responsible for safeguarding the bank assets assigned to them and contributing to the bank's growth by promoting and cross‑selling bank products and services. The Customer Service Representative (CSR) (Float) involves floating or traveling to different branch locations.

• Responsible for opening all consumer and business accounts and services.
• Complies with all applicable regulations, policies and procedures.
• Assess customer needs and cross‑sell appropriate products and services.
• Functions as Teller, Sr. Teller or Teller Supervisor.
• Supports and contributes to the attainment of branch goals.
• Refers new business to company subsidiaries, such as insurance, mortgage and brokerage.
• Resolves customer concerns and ensures effective and long‑term problem resolution.
• Develops and builds customer loyalty.
• Follows up on referrals made by other team members.
• Assists with loan origination and processing as needed.
• Answers customer inquiries relating to products, rates and services.
• Provides ancillary services such as notary services.
• Responsible for tracking and monitoring of all required documentation.
• Maintains positive, friendly and professional attitude and appearance.
• Adheres to work schedules.
• May be required to work an alternative location within the region or market.
• The ability to work in a constant state of alertness and in a safe manner.
• Completes required BSA/AML training and other compliance training as assigned.
• Perform any other related duties as required or assigned.

• High school or GED, plus specialized schooling and/or on‑the‑job education in a specific skill area; e.g., data processing, clerical/administrative, equipment operation, etc., plus 12 to 18 months related experience and/or training, or an equivalent combination of education and experience.
• Ability to communicate effectively with customers, clients, the general public and other employees in person‑to‑person and small‑group situations.
• Mathematical skills: ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume; ability to apply concepts such as fractions, ratios, and proportions to practical situations.
• Critical‑thinking skills: ability to utilize common sense to carry out written, oral or diagrammed instructions and to deal with problems involving several known variables in routine situations.
• Additional desired skills: sales ability in banking or related field, general banking product knowledge.

• Employee must be available to float between work locations as needed.
• Sales ability in banking or related field.
• General banking product knowledge.
• This position requires the use of a personal or business vehicle; therefore, you will be subject to additional pre‑ and post‑employment screenings as permitted by law.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.