Floating CSR-Belleuve

Job Description

Job Description

Description:

Job Title: Customer Service Representative Float

Reporting Structure: Retail Manager

Essential Job Functions:

The role of the Float Teller is to be a flexible and adaptable customer service representative that will support multiple branches. This position will also be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. Tellers and all Branch team members are always expected to act professionally, conduct business ethically avoid conflicts of interest and act in the best interest our clients and FNB.

Job Summary:

· Support multiple branches sometimes with limited advanced notice.

· Accept and accurately process all financial service transactions

· Maintain responsibility for cash drawer and follow proper balancing procedures

· Act as a resource to identify and resolve client servicing issues

· Build Client Rapport

· Provide excellent client service to all FNB clients

· Where problem resolution is required, take thorough information from the client and get back to them in a timely manner

· Ensure a confident tone that reassures the client we will follow up with resolution

· Greet and welcome every client as they enter the branch; acknowledge by name, if known

· Assist clients in achieving their financial goals and objectives Quality Conversations referring to Wealth Management and business partners.

· Address client issues or concerns; engage branch management when needed to provide full solutions for clients

· Help create and establish a business relationship between the Branch manager and the client

· Coordinate time between manager, business partners and client for business meetings as necessary

· Engage the Branch Manager when faced with complex client account issues

· Answer the phone within the Branch professionally, promptly, and pleasantly

· Other duties as assigned

Risk Management

· Ensure compliance with security and audit procedures

· Adhere to all applicable policies and procedures

Additional Responsibilities

· Participate in team meetings –daily huddles

· Understand goals and objectives for the branch

· Review and maintain knowledge of product guides, fees and policies to stay current on FNB offerings

· Provide answers and assistance for client questions/concerns, utilizing resources within the branch

Physical

Requirements: This position requires a high degree of mobility and will be required to travel to different branches based on the needs of the bank. Prolonged Standing (5-8 hours per day), frequent use of hands and upper body to manipulate/grasp objects/branch equipment, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height (Vault, ATM etc.), frequent forward reach, frequent lifting of 1 – 30 lbs., occasional lifting of up to 50 lbs.

Preferred Skills/Traits: Flexible, adaptable, great attention to detail, effective communication, problem solving while giving excellent customer service, 1-2 years financial services experience or related customer service experience, Sales experience. Must be available to work 2-3 Saturdays a month