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Teller/Personal Banker Floater - Full Time

Job Description - Teller/Personal Banker Floater - Full Time


  

Job Summary:

We are seeking a detail-oriented and customer-focused Float Universal Banker to join our team. The ideal candidate will be responsible for providing exceptional service to our customers while accurately processing transactions and maintaining a high level of professionalism. This position will be required to assist at the Rosenberg, Needville and Sugar Land locations as needed.

 

Essential functions

· Receives and processes deposits.

· Receives and processes loan payments.

· Cashes checks and other negotiable instruments for clients.

· Verifies endorsements and negotiability of documents.

· Processes transfers between accounts.

· Issues Cashier Checks, Loan Checks and Temporary Checks.

· Performs night drop functions as assigned.

· Responsible for the processing of the Savings Bonds and that they are completed accurately. 

· Accept Stop Payments, Wires, Change of Address requests.

· Assist customers with Online Banking and Mobile Banking Inquires.

· Responsible for accuracy and timeliness of Reg CC Holds.

· Responsible for completing Cash Transaction Reports and $3,000 Log accurately and according to regulation and current laws.

· Verifies and balances cash daily. 

· Responsible for monitoring cash levels and balancing cash.

· Ensure that all proof documents are correct and arrive within established time limits.

· Maintain and build new banking relationships

· Ensures that client requests and inquires are resolved in a professional manner.

· Assist with opening new deposit, savings, safe deposit boxes and certificates of deposits. 

· Assist clients with debit cards, and credit card inquiries.

· Knowledgeable of all technology utilized as related to the areas of responsibility.

· Follow through on established Training Curriculum.

· Maintains privacy of customer information.

· Cross sells Banks products and services. 

· Other duties as assigned.

  

Work Schedule

Monday - Friday 8:00 am – 5:00 pm


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