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Floating Teller/CSR
Floating Teller/CSR-July 2024
Richmond Hill
Jul 13, 2025
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

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