Float Customer Service Representative I or II; Bilingual

Float Customer Service Representative I or II (Bilingual)

Position Overview: Float position requiring travel to Bastrop, Cedar Creek, Elgin or Smithville, depending on the bank's needs. The bank offers competitive compensation and benefits and is named a Best Place For Working Parents.

Note:

This description consolidates the responsibilities and qualifications for Customer Service Representative I and II roles, with bilingual (English/Spanish) requirements where applicable.

This is a float position; travel to multiple locations may be required depending on bank needs. The role supports excellent customer service and contributes to deposit growth by leveraging the Community Banking Relationship Model.

• Paid time off
• Paid parental leave
• Employee Stock Ownership Plan with 401(k) Provisions (KSOP) with match
• Up to $825 match on Health Savings Account (qualifying medical plan required)
• Life/AD&D/LTD insurance
• Medical, Vision, Supplemental, Short term disability, Cancer, Critical Illness, Medical Spending Accounts
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)
• Dependent Care FSA

• Cash checks and disburse funds after verifying signatures and sufficiency of funds.
• Evaluate checks for endorsements, dates, identification, and legality.
• Accept deposits and verify accuracy; follow funds availability regulations and handle large cash transactions.
• Prepare, verify, and issue cashier’s checks and money orders.
• Accept loan payments and prepare change orders for commercial customers.
• Assist customers in redeeming savings bonds and process night/mail deposits.
• Record transactions and verify customer balances; close accounts or order checks when needed.
• Balance drawers/cash recyclers daily and balance ATMs weekly.
• Support ABM monthly audit and maintain TCR, check scanner, and coin counter.
• Adhere to dual-control security procedures and protect customer information.
• Support Online Banking & Mobile Banking awareness and cross-sell appropriate services.
• Other related duties as assigned.

• Hybrid banker role with teller operations, account maintenance, and new account origination.
• Balance drawers/cash recyclers daily and support deposit growth.
• Open new checking, savings, and time deposit accounts; review legal documents; renew/withdraw time deposits.
• Scan account documents; provide notary services; assist with special needs (stop-payments, transfers, inquiries, data changes).
• Explain policies; complete wire transfer training; develop customer relationships using CRM tools.
• Develop customer relationships and onboarding strategies to promote services.
• Additional duties as assigned, including marginal functions and training of CSRs.

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Other

• High school diploma or equivalent
• Six months of cash handling in a customer service position
• Fluent in English and Spanish
• Preferred:
  Banking experience

• One year of new accounts or teller experience

• Excellent customer service and good judgment
• Proficiency with computers and Microsoft Office
• Strong listening, verbal communication, and ability to follow procedures
• Attention to detail and multitasking with interruptions
• Basic math; initiative and flexibility

• General knowledge of internet banking, ACH, and debit card fraud
• General knowledge of loan department functions

• Bank Secrecy Act duties and regulatory knowledge as applicable
• Promotional materials consent for photos/videos used in marketing
• Commitment to quality work, confidentiality, teamwork, and ongoing training
• Regular attendance and professional appearance

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