Float Customer Service Rep

Job Details

Job Location:

Farragut Branch - Farragut, TN 37934
Position Type:
Full Time
Education Level: High School

Travel Percentage :
Up to 50%
Job Category:
Banking*

Float Customer Service Representative will be assigned a home office where they will work as needed when they are not scheduled at other locations. A representative of their home office will coordinate their schedule with the other assigned locations. In addition to their normal salary the Float CSR will be paid mileage for travel distances greater than 15 miles from their home office.

Provide superior customer service to Bank customers and assist in operations. Handle customer transactions, cross‑sell Southeast Bank products. Balance currency, coin, and checks in cash drawers at end of business day, and calculate daily transactions using computers, calculators, or adding machines. Assist Branch Manager with scheduling and problem resolution as needed.

• Be a primary contact for consumer banking, proactively learning about customers and their needs, and providing a knowledgeable point of contact.
• Represent the Bank positively, courteously, and with the greatest concern for the customer’s interest.
• Be friendly; smile when dealing with customers and keep personal concerns to personal time away from the Bank.
• Assist customers with opening, maintaining, and closing accounts. Recommend services that will meet the customer’s needs and increase Southeast Bank’s service base.
• Assist customers with questions and problems on checking and savings accounts. Locate appropriate information and help resolve concerns.
• Receive and handle or transfer calls to the Bank.
• Assist Deposit Operations with account research, resolution, and maintenance. Process return items and forms as necessary.

• Ensure that transactions, balancing, receiving cash, and other functions are performed with dual control and/or all proper authorization.
• Cash checks and pay out money after proper identification has been acquired, verifying that signatures are correct, written and numerical amounts agree, and accounts have sufficient funds.
• Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
• Examine checks for endorsements and verify other information such as dates, bank names, identification of the person(s) receiving payments and legality of the documents.
• Enter customers’ transactions into computers to record transactions and issue computer‑generated receipts. Consult Branch Management for corrections. Place stops or holds on customers’ accounts as necessary.
• Prepare and verify cashier’s checks.
• Receive mortgage, loan, or other bill payments, verifying payment dates and amounts due.
• Process transactions such as funds transfers, term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
• Assist customers with access to lock boxes as needed.
• Count currency, coins, and checks received, by hand and/or using a currency‑counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
• Identify transaction mistakes when debits and credits do not balance.

• Explain, promote, or sell products or services such as money orders and cashier’s checks, using computerized information about customers to tailor recommendations.
• Cross‑sell bank products and services based on customer needs, in accordance with the bank’s program standards.
• Conduct call‑backs to external check‑printing companies to verify customer information.
• Direct customers to other Bank staff as necessary to facilitate interactions.

• Open, set timers, and close the vault utilizing dual control.
• Conduct check verifications requested by third parties.
• Order currency for the vault for bank use, as directed.
• Clear the cash items as reported by the Operations department as directed.
• Coordinate ATM and night deposit balancing and maintenance as directed.

• Review the Bank’s information security guidelines regularly and avoid activity that could expose the Bank to malware, scams, and…