Float Customer Service Representative

Minnesota Bankers Association; Princeton (NJ); On-site; USD 32,000 - 42,000; Full time

Job summary

Sherburne State Bank is seeking a customer-focused teller to provide a full range of banking services across our branch network in Minnesota. The role involves opening accounts, processing deposits and withdrawals, and cross-selling products while maintaining accuracy and confidentiality.

The position requires two years of experience, basic computer skills, and the ability to operate banking software. You will work at multiple branches, providing reliable, friendly service to customers and

Qualifications

• High School Diploma or Equivalent required.
• Proficiency with Microsoft Office (Word, Excel, Outlook).
• Experience with CSI NuPoint banking software preferred but not required.
• Minimum two years’ experience in banking or customer service preferred.

Responsibilities

• Greet and assist customers with banking transactions and inquiries.
• Open and maintain consumer or business deposit accounts; cross-sell bank products.
• Balance cash drawer and process cash handling tasks accurately.
• Provide exceptional customer service and build long-term relationships.
• Answer phones professionally and support branch staff as needed.
• Comply with Bank Secrecy Act/AML/CIP and other regulations.

Skills

Microsoft Office

Customer service

Education

High School Diploma or equivalent

Tools

CSI NuPoint

Job description

This position provides a full range of banking services to individual customers and commercial clients as well as providing support to branch staff. This individual would float between our branch locations in Monticello, Princeton, and Becker.

Job Responsibilities:

• Physical presence at the bank.
• Regular and reliable attendance.
• Assist answering phones in within the three-ring expectation.
• Contributes to team effort by accomplishing related tasks as needed.
• 80% of your daily tasks are maintaining and retaining new and existing customers by opening accounts and processing requested revisions to existing accounts.
• Opening new consumer or business deposit accounts including checking, savings, CD’s, IRA’s, and HSA’s; Cross selling and promoting bank products and services by recognizing and understanding customer’s needs; informing customers of new services and product promotions; ascertaining customers' needs; and/or directing customers to a branch representative.
• Completes special requests by closing accounts; taking orders for checks; providing special statements, copies, and referrals; completing safe-deposit box procedures.
• Knowledge of applicable federal and state banking regulations including but not limited to the Bank Secrecy Act/Anti-Money Laundering/CIP (US Patriot Act). Report suspected non-compliance with regulations and related policies to the Compliance Officer.
• Maintains customer confidence and protects bank operations by keeping information confidential.
• Provide extraordinary customer service by conducting business in a professional, friendly manner and building long-term customer relationships.
• Provide a 24 hour turn around on voicemails and correspondence.
• 10% will be processing customer experience transactions/services on the teller line.
• Provides account services to customers by accepting and verifying deposits and loan payments; cashing checks; issuing withdrawals; processing cash advance transactions; recording night and mail deposits; selling cashier's checks; assisting with debit cards and internet banking; completing telephone transfers; answering questions face-to-face or on telephone; referring to other bank services as needed.
• Assists with balancing and maintaining currency in the teller cash recyclers and ATMs.
• Reconciles cash drawer by proving cash transactions; counting and packaging currency and coins; turning in mutilated currency to the Lead Customer Experience Banker; maintaining supply of cash and currency in cash recycle machine and/or vault.
• Complies with bank operations and security procedures by participating in all dual-control functions; maintaining customer traffic; auditing other tellers' currency when there are discrepancies; assisting in certification of proof.
• Perform opening and closing duties at the branch location as needed. Provide coverage for the teller line on Saturdays as needed.
• 10% of your daily tasks will consist of special projects.
• Perform other related duties as assigned by management.
• While performing the duties of this job, the employee is regularly required to stand, walk, use hands, or feel objects, tools, or controls; reach with hands and arms; and talk or hear; ability to lift to 25 pounds.

Education & Experience

• High School Diploma or Equivalent: Required educational foundation.
• Technical Proficiency: Comfortable using computers with working knowledge of Microsoft Office Suite (Word, Excel, Outlook, etc.).
• Banking Software Familiarity: Experience with CSI NuPoint is preferred but not mandatory.
• Experience: Minimum two years’ experience preferred.

About Us

Sherburne State Bank has been a cornerstone of the communities we serve since its founding in 1920. As an independently owned and operated community bank, it distinguishes itself through a deep-rooted commitment to local economic growth. By reinvesting local deposits back into the region, the bank provides the essential capital needed for small business expansion, home mortgages, and personal loans that help families in achieve their financial goals. This local focus ensures that financial decisions are made by people who live and work in the same neighborhoods as their customers, fostering a level of personalized service and trust that is often missing from larger national institutions.