Home
/
Comprehensive
/
Floating Teller/CSR
Floating Teller/CSR-January 2024
Richmond Hill
Jan 10, 2026
About Floating Teller/CSR

  **Position Summary: The Floating Teller/CSR operates a tellers window and/or serves as a Representative on the Customer Service desk within their assigned office. This individual is expected to provide prompt, efficient and accurate service to further customer relations, representing the Bank in a courteous, professional manner, alert to customer needs and cross-selling Bank products and services or referring the customer to the appropriate staff member.

  **Reports To: Office Manager

  **Responsibilities:

  


Floating Teller/CSR will report to the Richmond Hill office 3 (three) days a week and to the Savannah Quarters office 2 (two) days a week. Travel outside of this schedule to other branches in the Coastal Market will be determined by coverage needs.

  Welcome each customer individually with a greeting and smile as they enter the office and arrive at your work area.

  Serve customer swiftly, accurately, and with integrity.

  Take ownership of all tasks and duties encountered within the established role with little or no direct supervision.

  Develop a strong understanding of the Banks technology, processes, documentation and terminology while maintaining the ability to adapt to change.

  Obtain and retain knowledge of the products and services offered by the Bank.

  Identify customer needs and provide tailored solutions to suit them. Seek opportunities to expand customer relationships by engaging them in conversation and cross-selling additional products when appropriate.

  Actively participate in business development efforts with team members, Office Manager, lending team, and/or other management groups.

  Obtain and retain operating knowledge of the Teller System. Process all transactions within the Teller system efficiently and accurately according to the Banks written policy and procedures not limited to:

  Accept and process deposits and payments, verifying cash and endorsements, issue receipts, and complete any other necessary documentationCash checks and process withdrawalsIssue Cashiers ChecksProcess General Ledger transactionsVerify and process all currency and coin brought in by customersProcess credit card deposits and advance requestsRedeem US Savings BondsComplete balance transactions daily and verify all cash transactions.Assist others with balancing issues and errorsComplete all end of day tasks to include the securing of all cash, transaction work, customer documentation and information, and the closing of all vaults and office doors.May assist with or primarily be responsible for the management of the cash vault.Obtain and retain operating knowledge of the Core system and CSR related programs. Process all transactions with these systems efficiently and accurately according to the Banks written policies and procedures not limited to:

  Open new deposit accounts, including checking, savings, HSAs, IRAs, and CDsOpen new safe deposit box accountsProcess applications and issue debit cardsComplete check ordersAssist customers with online banking set up and maintenance. Thoroughly explain additional services available through this channel and make referrals to the Treasury Manager when appropriateProcess maintenance requests, answer customer inquiries, quote ratesResolve customer issues as they are presented with courtesy and

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Dispatcher
Dispatcher Location19 Natalie Way Plymouth, Massachusetts 02360 USPhone NumberCategoriesOperation SupportReq IDJR1372 Dispatcher (Open) First for a reasonFirst Student is the largest school transport
Senior Member of Technical Staff (JoinOCI-SDE)
Job Description We are seeking a strong engineer to join our team which is focused on building and maintaining a scalable software control platform for Compute Infrastructure. Major focus areas of so
L2 Customer Technical Support Analyst - MICROS - Simphony/Ebusiness
Job Description L2 Customer Technical Support Analyst - MICROS - Simphony/Ebusiness Location: Orlando, FL or Columbia, MD highly preferred No visa sponsorship is available for this position. As a mem
Pharmacy Technician
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
Creative Lead / Designer II
Company Summary DISH, an EchoStar Company, is a Fortune 250 that is reimagining the future of connectivity. For over 40 years, we’ve been challenging the status quo and evolving our company to antici
Hotel Laundry Attendant
Req ID: 431582 Address: 7101 W. Sundust Rd Chandler, AZ, 85226 Welcome to Love’s! * * Where People are the Heart of Our Success * * Hotel Laundry Attendant Laundry Attendants are expected to maintain
Intermediate Compliance Specialist (Hybrid Work Option)
36718BR Requisition ID: 36718BR Business Unit: COR Job Description: CDM Smith is seeking an Intermediate Compliance Specialist to join our Corporate Compliance Team. This individual performs basic to
Health Technician (Dietetic)
Summary The Dayton Veterans Affairs Medical Center (VAMC) is recruiting for a Health Technician. The Health Technician will function with in Nutrition and Food Services. The primary purpose of the po
Water / Wastewater Engineering Manager 6 - US Hybrid
Water / Wastewater Engineering Manager 6 - US Hybrid Date: Jan 23, 2024 Location: US Company: Black & Veatch Family of Companies Together, we own our company, our future, and our shared success.
Phlebotomist
Description Want to Expand your career-development potential, your ability to help donors and patients, and your access to professional opportunities? We’re growing fast. [You can, too!] There are so
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved