Customer Service Associate (Float)

Synergy-Bank; St. George (LA); On-site; USD 32,000 - 42,000; Full time

Job summary

Synergy-Bank seeks a Customer Service Associate to deliver courteous, accurate service while handling teller and account servicing duties. You will greet customers, open new accounts, process transactions, and promote banking products to meet financial goals.

Based at our Louisiana locations, the CSA will maintain precise records, assist with online banking enrollment, and resolve issues in compliance with bank policies and regulatory standards.

Qualifications

• High school diploma or GED required.
• Experience in customer service preferred.
• Banking knowledge or teller experience a plus.

Responsibilities

• Provide professional customer service in person and by phone.
• Open and maintain customer accounts and perform servicing tasks.
• Process deposits, withdrawals, transfers, and check cashing accurately.
• Cross-sell bank products and promote services.
• Ensure accuracy and regulatory compliance.

Skills

Customer service

Relationship building

Communication

Cash handling

Attention to detail

Multi-tasking

Microsoft Word

Excel basics

Banking systems proficiency

Education

High School Diploma or GED

Business-related coursework

Tools

Banking software systems

Online banking platforms

Microsoft Word

Microsoft Excel

Job description

POSITION SUMMARYThe Customer Service Associate (CSA) serves as the primary point of contact for customers, delivering exceptional service while performing both transactional (teller) and account servicing functions. This role supports customer relationship development by addressing financial needs, maintaining accurate account information, and promoting appropriate banking products and services. The CSA ensures all activities are completed accurately, efficiently, and in compliance with regulatory and bank standards.DUTIES AND RESPONSIBILITIESCustomer Service & Relationship ManagementProvide professional, courteous, and efficient service to customers in person and via telephoneGreet customers and direct them to appropriate services or personnelResolve account-related issues and ensure positive customer experiencesExplain and recommend bank products and services to generate additional businessConduct follow-ups with customers as needed after account servicing or openingMaintain a clean, organized, and welcoming customer environmentBuild and maintain strong interpersonal relationships with customers and coworkersGenerate referrals and cross-sell appropriate products and servicesAccount Servicing & MaintenanceOpen new accounts and perform maintenance on existing accountsMaintain and update customer records to ensure accuracyProcess and manage:Wire transfers and associated agreementsDebit card issuance, activation, and maintenanceOnline and business online banking enrollmentCheck orders and account documentation updatesSupport various account types, including consumer, business, IRA, and HSA accountsHandle customer disputes and coordinate resolution with appropriate departmentsAssist customers with safe deposit box access and documentationTransaction Processing & Cash HandlingProcess deposits, withdrawals, and check cashing transactions accuratelyVerify customer identity, endorsements, signatures, and balancesProcess a variety of transactions, including:ATM and night depositsLoan, utility, and mail paymentsIRA and HSA contributionsPrepare and verify official checksCount and manage cash and coin throughout the dayBalance teller drawer, ATM, and vault according to established proceduresIdentify, research, and resolve transaction discrepanciesOperational & Team SupportAssist coworkers and other departments as needed to support branch operationsProvide guidance or assistance to less experienced staff when appropriateMaintain teller station organization and required suppliesMonitor and report equipment or system issuesReview work for completeness and accuracyAssist with customer and vendor access to controlled areas when requiredParticipate in ongoing training and support product/service knowledge sharingCompliance & Risk ManagementAdhere to all bank policies, procedures, and federal regulationsComply with Bank Secrecy Act (BSA), Customer Identification Program (CIP), and related compliance requirementsComplete required reports, including Currency Transaction Reports (CTRs), accurately and timelyPlace holds on accounts according to regulatory requirementsIdentify and help prevent fraudulent activity, including counterfeit items and elder abuseMaintain strict confidentiality of customer and bank informationCash Control & BalancingPhysically count assigned cash daily, including currency and coinBalance teller drawer, ATM, and vault accurately and within established guidelinesFollow all cash handling and balancing procedures, including dual verification when requiredAvoid force balancing and properly report and resolve discrepanciesEnsure all transactions are processed and recorded prior to end-of-day closeEDUCATION AND EXPERIENCE REQUIREDHigh school diploma or GED requiredMinimum 6 months customer service experience requiredTeller or banking experience preferredSales or new accounts experience preferredBusiness-related education or coursework preferredFamiliarity with banking systems and platforms preferredCOMMUNICATIONMust be able to provide information to supervisors, co-workers, and customers both verbally and in written format.REQUIRED KNOWLEDGE, SKILLS, AND ABILITIESStrong customer service and relationship-building skillsClear and professional verbal and written communicationStrong attention to detail and accuracyAbility to multi-task and prioritize in a fast-paced environmentSound judgment and decision-making skillsBasic accounting and cash handling knowledgeProficiency in Microsoft Word and basic ExcelAbility to learn and use banking systems and softwareStrong interpersonal awareness and emotional intelligenceAbility to maintain professionalism and composure under pressurePHYSICAL REQUIREMENTSAbility to work at either the Jefferson Hwy (6323 Mourning Dove Drive) or Central (Wax Rd) locations.Ability to stand or walk for extended periodsFrequent use of hands for cash handling and computer functionsAbility to lift and carry moderate weight (approximately 40–50 pounds)Ability to interact with customers through multiple communication channelsMENTAL REQUIREMENTSAbility to remain attentive and detail-oriented throughout the workdayAbility to make sound decisions in a fast-paced environmentAbility to follow procedures and regulatory requirements preciselyAbility to manage multiple priorities while maintaining composureBEHAVIORAL REQUIREMENTSDemonstrate integrity, confidentiality, and ethical behaviorMaintain a high level of accuracy and attention to detailExhibit accountability and ownership of workPromote a culture of compliance and continuous improvementWork collaboratively with team members and departments