Financial Service Representative Floater

Third Coast Bank; Fort Worth (TX); On-site; USD 35,000 - 55,000; Full time

Job summary

An established community-owned bank is seeking a dedicated Financial Service Representative Floater to provide exceptional customer service and support across various branches. This role involves assisting customers with banking products, opening accounts, and ensuring compliance with regulations. The ideal candidate will thrive in a dynamic environment, showcasing strong communication and problem-solving skills. Join a forward-thinking bank that values teamwork and continuous improvement, and make a meaningful impact in the community while advancing your career in the financial sector.

Qualifications

• 1+ year teller experience and 2+ years in new accounts or related experience.
• Knowledge of banking regulations and operational policies is essential.

Responsibilities

• Provide exemplary customer service and assist customers with banking products.
• Open and service new and existing bank accounts.

Skills

Customer Service

Banking Regulations Knowledge

Problem Solving

Communication Skills

Bilingual (Spanish)

Education

High School Diploma or GED

Bachelor's Degree

Tools

Standard Office Equipment

Computer Skills

Job description

Be among the first 25 applicants

Direct message the job poster from Third Coast Bank

VP-Branch Manager at Third Coast Bank, SSB

Position Title: Financial Service Representative Floater

Department: Retail Operations

Branch Location: North Texas

Manager:

Position Summary: Established in March of 2008, Third Coast Bank is a community-owned bank seeking sound growth and dedicated to increasing long-term shareholder value by promoting excellence in performance. Our personalized banking services are geared to fulfill the financial objectives of our consumers and commercial patrons. The spirit of community ownership is the centerpiece of our bank's future success. Our bank's success depends upon our ability to attract and retain people committed to teamwork, continuous improvement, and exemplary customer service.

Third Coast Bank is an equal opportunity employer and does not discriminate against applicants or employees based on race, color, gender, age, religion, national origin, genetic information or disability.

The position of Financial Service Representative (FSR) Floater is responsible for providing exemplary customer service to all bank customers. The FSR answers questions, provides information upon request, and assists customers in understanding and utilizing the bank’s products and services. Responsibilities include opening and servicing new and existing bank accounts, supporting the Branch Manager, maintaining a teller cash drawer, and ensuring compliance with banking regulations. The role requires travel to cover assigned branches as needed.

The FSR must help ensure compliance with all bank policies and regulations.

Essential Functions:

• Interview consumers desiring to establish a banking relationship.
• Maintain current knowledge of bank products and services.
• Open new accounts and service existing accounts.
• Obtain required identification information per CIP and USA Patriot Act.
• Update customer files and perform screenings via ChexSystems and FIS eAccess.
• Process ATM/Debit Card and check requests, establish online banking access, and cross-sell products.
• Manage certificates of deposit, IRAs, and safe deposit boxes as applicable.

Teller Line:

• Operate a teller cash drawer and assist customers with transactions.
• Process loan payments, cashier’s checks, and money orders.
• Maintain records and adhere to BSA regulations.
• Balance cash drawer daily and scan proof work.

Safe Deposit Box (if applicable):

• Open/close safe deposit boxes, maintain files, and prepare contracts.
• Allow customer access and record transactions.

Additional responsibilities include answering phones, covering for staff absences, and performing other duties as assigned.

Supervisory Responsibility:

This position has no supervisory responsibilities.

Job Type:

Full-time, non-exempt, Monday-Friday, 8:00am-5:00pm.

Travel:

Travel between branches as requested.

Work Environment:

Office environment with standard office equipment.

Physical Demands:

Writing, typing, speaking, lifting up to 50 pounds, driving, and other physical activities.

Mental Demands:

Reading, detailed work, problem solving, customer contact, reasoning, math, communication, and handling stress and interruptions.

Education and Experience:

• High school diploma or GED required; bachelor’s preferred.
• Minimum 1 year teller experience, 2 years in new accounts or related experience.
• Knowledge of banking regulations and operational policies.
• Intermediate computer skills; bilingual in Spanish preferred.