Banking Representative - Plant City

About the role

The Banking Representative provides frontline client service and supports daily office operations by accurately processing transactions, maintaining cash controls, and promoting bank products and services. This role is essential in delivering a positive client experience and ensuring operational integrity. Banking Representatives operate within established procedures and receive guidance and support when addressing non-routine or complex client needs.

Responsibilities

• Deliver outstanding client service with a friendly, professional, and proactive attitude.
• Accurately perform routine banking transactions including deposits, withdrawals, check cashing, payments, and basic account servicing.
• Balance individual cash drawer daily and adhere to all cash-handling and dual-control procedures.
• Verify client identity and ensure compliance with applicable policies, procedures, and regulations.
• Engage clients in supported conversations to identify basic needs and appropriately escalate opportunities or concerns.
• Maintain working knowledge of banking products, services, systems, and operational procedures.
• Escalate complex requests, exceptions, or issues to Banking Support Specialists or leadership.
• Maintain confidentiality and uphold the Bank’s standards for professionalism, integrity, and risk awareness.
• Participate in required training and development activities.

Requirements

• High school diploma or GED.
• One year customer service experience or cash handling experience or a bachelor’s degree.
• Ability to accurately handle cash and follow established procedures.

Our Way

• Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work.
• Make a meaningful difference in our community through our service and financial support.
• Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and maintain open and forthright communication with our regulators.

Benefits

• Eligibility for health, dental, vision, life and disability insurance coverages.
• Retirement Plan - 401k with matching.
• ESOP - Employee Stock Ownership Plan.
• Time away from work – vacation time, sick time and holidays.
• Paid parental leave.
• Tuition Assistance.
• Professional development opportunities.