Customer Service Representative/Teller Float - Richmond Hill

Great Oaks; Richmond Hill (GA); On-site; USD 32,000 - 42,000; Full time

Job summary

Great Oaks Bank in the Coastal Market is seeking a Customer Service Representative/Teller Float to support multiple locations including Richmond Hill, Pooler, and Savannah. You will deliver exceptional service, perform teller transactions, and help customers with accounts and online banking.

The role requires travel across branches, strong communication, and a proactive approach to identifying opportunities to strengthen customer relationships. Quality service and accuracy are essential.

Qualifications

• High school diploma or equivalent required.
• At least 1 year of banking or teller/CSR experience.
• Ability to read, analyze and follow procedures.
• Strong verbal and written communication, and public interaction skills.
• Familiarity with banking regulations and procedures.

Responsibilities

• Travel to Coastal Market locations to cover branch needs.
• Provide first-line customer support with friendly, professional service.
• Advise customers on products and services to meet financial goals.
• Open and service accounts, online banking setup, and teller transactions.
• Resolve customer issues with courtesy, escalating when needed.
• Assist with vault duties, training, and daily/monthly reports as assigned.

Skills

Customer service

Teller experience

Communication skills

Interpersonal skills

Microsoft Office

Banking knowledge

Attention to detail

Self-motivation

Education

High school diploma or equivalent

Tools

Core banking software

Teller System

Job description

Back to Job Opportunities

Customer Service Representative/Teller Float - Richmond Hill

Posted on Mar 12, 2026

Position: Customer Service Representative/Teller Float – Richmond Hill, Pooler, Savannah

Position Summary: The CSR/Teller Float position plays a key role in delivering exceptional customer experience by performing both customer service and teller functions across multiple branch locations within the Great Oaks Bank Coastal Market. This role focuses on building relationships, understanding customer needs, and offering tailored financial solutions by offering bank products and services based on the customers’ financial needs. This role is responsible for maintaining flexibility in scheduling and travel to support branch needs.

Reports To: Office Manager

Responsibilities:

• CSR/Teller will travel and provide coverage for the locations in the Coastal Market if it is determined to be necessary due to coverage needs
• Serve as the first line of support for customer inquiries, providing friendly, professional, and knowledgeable service.
• Identify opportunities to expand the customer relationship by advising customers with appropriate products, services, or specialists to support their financial goals.
• Obtain and retain operating knowledge of the Core system and CSR related programs. Process all transactions with these systems efficiently and accurately according to the Bank’s written policies and procedures not limited to:
  • Open and service personal and business deposit accounts, including checking, savings, HSAs, IRAs, and CDs
  • Open and service safe deposit box accounts
  • Assist customers with online banking set up and maintenance.
• Assist with service requests, answer customer inquiries, and quote rates.
• Serve customer swiftly, accurately, and with integrity.
• Take ownership of all tasks and duties encountered within the established role with little or no direct supervision.
• Develop a strong understanding of the Bank’s technology, processes, documentation and terminology while maintaining the ability to adapt to change.
• Obtain and retain knowledge of the products and services offered by the Bank.
• Actively participate in business development efforts with team members, Office Manager, lending team, and/or other management groups.
• Obtain and retain operating knowledge of the Teller System.
• Process all transactions within the Teller system efficiently and accurately according to the Bank’s written policy and procedures.
• Resolve customer issues as they are presented with courtesy and discretion pulling in appropriate personnel when escalation is needed.
• Assist in answering the telephone, both directly and for the office.
• Return calls, emails, and in-person requests promptly.
• Assist with or take ownership of the training of other team members, scheduling, and opening and closing of the office as assigned.
• Assist with daily, weekly, and monthly reports and special projects as assigned.
• Maintain both, a professional personal appearance and work area.
• Understand and comply with all banking regulations, policies, and procedures of the Bank.
• Follow BSA, CIP, and OFAC procedures as outlined in the Bank’s BSA Policy.
• In addition, assist with vault duties to include but not limited to, control access to vault, monitor tellers’ reports, order/ship money supply for the bank, count incoming/outgoing cash, keeps records of the currency/coin in the vault, and opens/closes the vault.
• Admits customers to safe deposit boxes, performs safe deposit box services including billing and accepts safe deposit box rental payments.
• May assist in Teller training, vault maintenance, scheduling, opening and closing
• Performs other duties, as assigned.
• Adhere to and abide by Great Oaks Bank Core Values, Mission, and Vision.

Minimum Required Education, Experience, and Skills

• High school diploma or equivalent
• One year of banking experience as teller/CSR or related business experience
• Ability to read, analyze, interpret, and follow procedures and procedure manuals
• Ability to effectively present information and respond to questions from managers, customers, and the general public
• Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form
• Good interpersonal and communication (written and oral) skills
• Ability to deal tactfully and effectively with customers and fellow employees
• General knowledge of laws and regulations related to banking
• Self-starter with good organizational skills, detail oriented
• Proficient with Microsoft Office products and financial programs