Customer Service Representative - Floating

Pathfinder Bank; New York (NY); On-site; USD 23,000 - 26,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Paid time off

Career growth opportunities

Job summary

Pathfinder Bank is seeking a Customer Service Representative (Floating) to support operations across multiple community banking locations. You will handle customer transactions, deposit account servicing, and branch support while ensuring compliance with banking policies and regulatory requirements.

Join a team that values service and community. This role offers growth opportunities, a collaborative environment, and the chance to develop expertise in everyday banking tools and customer relations.

Qualifications

• High school diploma or equivalent
• Prior customer service or cash handling experience
• Ability to travel between branch locations as needed
• Strong communication and interpersonal skills
• Ability to work in a fast-paced banking environment while managing multiple priorities
• Basic computer proficiency and ability to learn banking systems
• Strong attention to detail and accuracy in transaction processing
• Ability to adhere to banking policies, procedures, and regulatory requirements

Responsibilities

• Process customer transactions including deposits, withdrawals, payments, and transfers in accordance with banking policies and procedures
• Provide customer service support related to deposit accounts, account maintenance, and general banking inquiries
• Assist customers with account opening, product education, and basic financial services needs
• Maintain accuracy in cash handling, balancing, and transaction processing within established guidelines
• Support daily branch operations including teller line coverage and platform assistance as needed
• Travel between assigned branch locations to provide staffing support based on operational needs
• Ensure compliance with banking regulations, including customer identification procedures, privacy, and data security requirements
• Identify opportunities to refer bank products and services that align with customer needs
• Maintain a professional and positive customer experience during all interactions
• Perform administrative and operational tasks to support branch efficiency and service delivery

Job description

Job Type

Full-time

Description

Pathfinder Bank is seeking a Customer Service Representative (Floating) to support operations within a community banking and financial services environment. This role contributes to customer transactions, deposit account servicing, and branch support across multiple locations, ensuring a high level of service and adherence to banking regulations.

Join a team that values your expertise and your community. At Pathfinder Bank, you are more than an employee. You are a valued member of a team that takes pride in helping local businesses and communities grow. When you join us, you become part of a people-first culture built on respect, development, and service.

We offer:

• Competitive compensation and benefits, including health coverage, 401(k) with company match, and paid time off
• Opportunities for career growth and internal mobility within a community bank
• A supportive team environment focused on employee development and engagement
• A community-focused culture with opportunities to give back locally

Position Summary

Provides a positive and professional customer service experience while supporting daily banking operations across multiple branch locations. Performs a variety of customer transactions and account servicing functions, while ensuring compliance with bank policies, procedures, and regulatory requirements.

Essential Functions

• Process customer transactions including deposits, withdrawals, payments, and transfers in accordance with banking policies and procedures
• Provide customer service support related to deposit accounts, account maintenance, and general banking inquiries
• Assist customers with account opening, product education, and basic financial services needs
• Maintain accuracy in cash handling, balancing, and transaction processing within established guidelines
• Support daily branch operations including teller line coverage and platform assistance as needed
• Travel between assigned branch locations to provide staffing support based on operational needs
• Ensure compliance with banking regulations, including customer identification procedures, privacy, and data security requirements
• Identify opportunities to refer bank products and services that align with customer needs
• Maintain a professional and positive customer experience during all interactions
• Perform administrative and operational tasks to support branch efficiency and service delivery

Requirements

• High school diploma or equivalent
• Prior customer service or cash handling experience
• Ability to travel between branch locations as needed
• Strong communication and interpersonal skills
• Ability to work in a fast-paced banking environment while managing multiple priorities
• Basic computer proficiency and ability to learn banking systems
• Strong attention to detail and accuracy in transaction processing
• Ability to adhere to banking policies, procedures, and regulatory requirements

Preferred Qualifications

• Experience in banking, financial services, or retail banking environment
• Knowledge of deposit accounts, teller operations, or basic banking products
• Previous experience handling customer transactions in a regulated environment

Salary Description

$17.00 - $19.00 Hourly