Floating Teller/CSR

Job Title: 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 escalate 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.

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 limi