Floating Teller​/Customer Service Representative

Summary

The position of Floating Teller is responsible for performing routine branch and customer services duties; accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The Floating Teller is not assigned to any specific office, but rather is flexible to work where needed.

• Successful completion of internal Teller Training class as well as any and all other training requirements.
• Meets Quarterly Teller Expectations.
• Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form and issuing receipts.
• Cashes checks, savings withdrawals, makes cash advances and processes credit card payments; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; verifies availability of funds; makes decisions when questionable items are presented for cashing.
• Operates personal computer and transaction scanner to process account activity, determine balances, and resolve problems within given authority.
• Operates drive thru teller equipment & reports malfunctions of equipment as directed.
• Issues official checks & money orders within guidelines.
• Redeems U.S. Savings bonds within guidelines.
• Performs night depository duties; logs bags; processes deposits; makes change orders; issues receipts and returns bags to customers.
• Issues debit cards; assigns PINs; resets online banking passwords; processes credit card applications.
• Cross-sells the Bank’s other products and services, referring customers to appropriate staff as indicated.
• Performs safe deposit duties by controlling access and assisting customers.
• Receives and processes stop payment and hold orders.
• Accepts loan and installment payments.
• Properly counts, verifies, and packages coin and currency; balances cash drawer daily and verifies cash being returned to the vault.
• Able to recognize and identify counterfeit cash, foreign currency; legal and illegal documents and follows guidelines in responding to such.
• Performs official notary duties upon completion of becoming a Notary Public for the State of Indiana.
• Provides effective customer service and assists in resolving problems within given authority.
• Records, files, scans documents, updates information, prepares wire transfers and sorts mail or reports as required.
• Answers telephones and directs callers to proper Bank personnel.
• May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.).
• Processes address changes, check and deposit slip orders, ATM deposits, incoming and outgoing wires, incoming and outgoing collections, change orders and deposit slip corrections.
• May assist in opening and closing the vault daily; assists in balancing vault currency and coin.
• Cross-train in Customer Service Representative duties & perform duties as needed.
• Types routine letters, reports and forms.
• Maintains files, copies, scans and faxes documents, and orders and distributes supplies.
• Able to work in both lobby and drive thru areas and well as filling in at other branches when necessary.
• Treats people with respect; keeps commitments;
  Inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
• Demonstrates knowledge of and adherence to Equal Employment Opportunity (EEO) policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
• Assures compliance with all Bank policies and procedures and all applicable state and federal banking laws, rules and regulations.
• Completes administrative tasks correctly and on time; supports the Bank’s goals and values; benefits the Bank through outside activities.
• Performs the position safely, without endangering the health or safety to themselves or others…