Full-Time Floating Teller

Role Profile:Full-Time Floating Teller

TheFloating Teller focuses on providing outstanding customer service by offering sales, assistance, and digital interaction for Consumer and Business Banking clients. They assist in the smooth operation of branch activities, cater to customer sales and service requirements, and organize customer meetings to uncover needs and direct intricate matters to the right colleagues.

Key Responsibilities:

• Enhance customer engagement by providing insights into Consumer and Business Banking solutions. Recommend services that cater to specific customer needs and promote the utilization of digital banking features for added convenience.
• Handling appointments and consultations involves overseeing customer visits, whether they are pre-arranged or impromptu, to pinpoint their financial requirements and facilitate their referral to suitable banking specialists for intricate matters.
• Proactively engage with customers to reinforce retention efforts and strengthen relationships.
• Lobby Administration: Proactively participate in lobby administration by welcoming clients, responding to questions, and taking responsibility for promptly addressing urgent banking requirements.
• Participate in Operational Support by contributing to routine branch operations like handling customer transactions, resolving overdraft disputes, and ensuring compliance with internal frameworks. Carry out operational duties as necessary.
• Compliance and Risk Management: Keeping up-to-date with Anti-Money Laundering (AML), Bank Secrecy Act (BSA), and Know Your Customer (KYC) procedures. Recognizing and reporting suspected fraudulent activities. Guaranteeing adherence to operational and regulatory guidelines.
• Customer Resolution: Manage customer feedback by promptly logging and addressing complaints, ensuring accurate documentation and timely follow-up. Guarantee effective and timely resolution of customer issues.
• Sales Referrals involve recognizing potential sales chances and directing clients to suitable banking associates for specific product recommendations.

Scope of Responsibilities:

• Deliver outstanding assistance and address customer concerns effectively.
• Improve branch sales outcomes and enhance the overall customer journey.
• Manage various responsibilities within the department, including initiating new account setups and completing loan applications, as well as addressing customer issues and facilitating financial transactions.
• Demonstrate compassion and attentiveness towards customers, focus on their needs and preferences, be open to flexibility, and exhibit proficiency in digital competence during customer interactions.

Standards related to academic credentials and job history:

• Requirement of a high school diploma or its GED equivalent.
• A minimum of one year of background in retail sales, call center operations, customer service, or telesales is required.
• Capable of clear and compelling verbal and interpersonal communication.
• Proficiency in managing challenging customer interactions and diverse customer requirements.
• Well-organized with strong time management and prioritization skills.
• Capability to perform effectively in a rapid teamwork setting while facing high-pressure situations.
• Competent in utilizing technology at an online level.

Preferred Qualifications:

• Adapting bilingual proficiency to cater to branch necessities.
• Demonstrated expertise in driving sales or securing referrals.
• Physical Requirements:
• The capacity to remain upright for extended durations.
• Persistent application of hands and fingers over a prolonged period.
• Capability to raise objects weighing between 5 and 30 pounds.
• Competence in detecting subtle text.
• Capacity to engage with clients in a physical workspace.

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