Teller Floater

JOB SUMMARY

A Teller I Floater is a critical role on the front lines assisting customers with a variety of bank products and services. The Teller I Floater position requires knowledge of teller transactions as well as operational functions of the branch. A Teller I Floater promotes business for the bank by providing exceptional customer service and referring and cross-selling appropriate bank products and services.

A Teller I Floater is dedicated to providing excellent customer service by being friendly, courteous, cooperative, attentive, and efficient when working with all customers, vendors, and bank employees. A Teller I Floater prioritizes collaboration and constructive work-relationships with all bank employees, fostering a supportive and positive environment.

• Travels to different branch locations based on business needs as assigned by management to perform Teller I job duties and responsibilities.
• Performs teller duties and organizes balances and proofs cash daily to maintain accurate account transactions processed.
• Processes routine customer transactions including deposits, withdrawals, payments, and check cashing.
• Verifies customer identity and follows fraud prevention and security procedures.
• Identifies opportunities to refer customers to Market Manager.
• Identifies payees and verifies signatures and endorsements.
• Maintains bank accounts by ordering checks and debit cards.
• Enters data into appropriate Retail logs.
• Assists customers with Digital Banking related questions.
• Assists with scanning and indexing.
• Uploads required retail documents into appropriate systems.
• Utilizes SharePoint as a resource for policies and procedures.
• Identifies whether an item requires that a hold be placed and follows procedures to place the hold.
• Greets customers when they walk in the door or arrive at the drive-thru and thanks them for their business.
• Provides professional and excellent customer service by promptly handling inbound and outbound calls for various bank branches and promptly assisting in-branch customers. Explains bank services, answers questions, and resolves account problems within their Retail Banking responsibilities ensuring customer satisfaction. Refers questions and problems beyond their Retail Banking responsibilities to the Market Manager, Personal Banker, Head Teller, or the correct department.
• Provides professional and excellent customer service by being friendly, courteous, cooperative, attentive, and efficient when working with all customers, vendors, and bank employees.
• Attracts and retains customer relationships by providing accurate and timely customer service.
• Answers customer questions resolving related account problems to ensure customer satisfaction.
• Responds promptly and professionally to customer inquiries ensuring a positive experience.
• Resolves customer issues efficiently, maintaining a calm and courteous demeanor, to ensure customer satisfaction.
• Exceeds customer expectations by going the extra mile to provide exceptional service.
• Collects and acts on customer feedback to continuously improve service quality.
• Collaborates effectively and constructively with all bank employees, fostering a supportive and positive work environment.
• Contributes to team goals by sharing knowledge, skills, and resources.
• Demonstrates reliability and accountability in completing tasks and meeting deadlines.
• Encourages and motivates team members, celebrating successes and learning from challenges together.
• Identifies customer needs and refers them to the Market Manager, Personal Banker, and Head Teller, as necessary.
• Maintains thorough knowledge of products and services to offer accurate information and solutions.
• Promotes bank products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships.
• Stays current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements.
• Recognizes red flags, scams, fraud, phishing, etc.
• Performs responsibilities during Bank hours by being physically present in the Bank an average of 40…