Client Services Professional - Floater

Job Summary

The Client Services Professional Floater (CSP) supports both teller operations and new account services, providing high-quality customer service and traveling to support multiple banking centers.

Essential Duties And Responsibilities

• Deliver exceptional customer service to deepen client relationships and attract new business.
• Accurately process teller transactions including deposits, withdrawals, and payments.
• Maintain and reconcile cash drawer in accordance with bank policies.
• Open new accounts and assist clients in selecting appropriate financial products.
• Promote bank products and services through consultative conversations and referrals.
• Follow all compliance, security, and confidentiality guidelines.
• Support sales efforts by developing prospect lists, soliciting new relationships, and completing assigned sales activities.
• Collaborate with other departments to cross-sell and refer clients as appropriate.

Job Skills And Qualifications

• High school diploma or equivalent required.
• Minimum of 2 years of teller experience.
• Proficiency in Microsoft Word and Excel; ability to type and use a ten-key calculator.
• Fluency in Spanish is a plus.
• Strong interpersonal and communication skills.
• High attention to detail and strong math aptitude.
• Able to work effectively in a team environment.
• Able to lift heavy coin and sit/stand for extended periods.
• Able to work additional hours and Saturdays as needed.

Salary Grade

Grade 01

EEO/Disability/Veteran

Equal Opportunity Employer - Veterans/Disabled