Floating Teller​/CSR

Job Details

Job Location:

Orange Beach Branch - Orange Beach, AL 36561

Position Type:
Full Time

Education Level: High School Diploma/GED

Job Shift: Day

Job Category:
Banking

Floating Teller/Customer Service Representative Position Summary

At Bryant Bank, we strive to provide legendary service to our customers. The Floating Teller/Customer Service Representative (CSR) supports multiple branches by performing essential banking transactions, delivering exceptional customer service, and assisting with a variety of financial services. This dual-role position plays a critical part in daily branch operations, fostering customer loyalty, maintaining accurate records, and identifying opportunities to enhance the customer experience.

Flexibility to travel between branches as needed is required.

Essential Duties and Responsibilities Transaction Processing & Cash Handling

• Receive and process deposits, withdrawals, and other financial transactions with accuracy.
• Cash checks, disburse funds, verify signatures, validate identification, and ensure compliance before processing.
• Enter all transactions into the bank’s recordkeeping system and issue receipts.
• Maintain appropriate cash levels and balance cash drawers at the end of each shift.

Customer Service & Relationship Building

• Provide exceptional service by addressing customer inquiries, resolving issues, and responding to concerns professionally.
• Build and maintain constructive relationships with customers and colleagues.
• Conduct customer needs assessments to match products and services with financial goals.
• Handle complaints, negotiate solutions, and resolve disputes effectively.

Sales & Product Promotion

• Identify opportunities to promote and recommend bank products, services, and programs.
• Open new accounts, assist with financial transactions, and support sales initiatives.
• Educate customers on the use of bank products, services, and digital tools.

Compliance, Safety & Risk Management

• Ensure all transactions and processes comply with banking laws, regulations, and internal policies.
• Maintain secure and organized work areas, protecting negotiable instruments and confidential customer information.
• Use sound judgment to evaluate information, detect potential risks, and elevate issues when necessary.

Additional Branch Support

• Provide coverage and support across multiple branch locations based on operational needs.
• Support branch operations by collaborating with team members and performing other duties as assigned.

Qualifications

Knowledge/Skills/Abilities:

• Customer Service Expertise:
  Knowledge of customer service principles, including needs assessment, meeting quality standards, and evaluating satisfaction.
• Mathematical Reasoning:
  Ability to perform basic math accurately for transaction processing.
• Attention to Detail:
  Strong accuracy in handling cash, verifying information, and maintaining thorough records.
• Communication:
  Clear and effective verbal and written communication skills.
• Organizational & Time Management:
  Ability to prioritize, plan, and complete tasks efficiently.
• Integrity & Dependability:
  Consistently ethical, reliable, and responsible.
• Relationship Building:
  Ability to establish and maintain cooperative working relationships.

Competencies:

• Accountability: Accepts individual responsibility for personal work performed;
  Has basic awareness of performance expectations associated with serving customers and utilizing resources;
  Performs duties and position with limited guidance.
• Collaboration: Works with project team members to summarize progress in preparation for briefings;
  Volunteers to assist others with excess work;
  Contributes to group discussions.
• Customer Service: Exchanges information appropriately with customers and co-workers;
  Resolves problems, questions, or complaints; directs complex or non-routine problems, questions, or complaints to the appropriate person;
  Asks for guidance in difficult situations.
• Decision-Making: Exercises good judgment in situations where there are clear and straightforward answers;
  Understands when it is appropriate to make decisions independently vs. when it is appropriate to seek advice from higher level;
  Occasionally seeks guidance from others…