Float Customer Service Representative I

First National Bank of Bastrop; Bastrop (TX); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Paid time off

Health insurance

Life insurance

Vision insurance

Tuition reimbursement

Job summary

First National Bank of Bastrop is seeking a front-line Teller to handle deposits and loan payments, assist customers in person and at the drive-thru, and promote bank services. The role requires accuracy in cash handling, strong customer service, and the ability to communicate in both English and Spanish.

The position travels to various bank locations as needed to support community banking relationships and ensure smooth daily operations.

Qualifications

• High school diploma or equivalent.
• Six months of cash handling in a customer service position.
• Fluent in English and Spanish.

Responsibilities

• Perform customer transactions including deposits, withdrawals, and loan payments.
• Answer questions about bank services and assist customers with account needs.
• Support deposits growth by building relationships and cross-selling bank services.
• Maintain accuracy in cash handling and balancing drawers at shift end.
• Assist in compliance with bank policies and security procedures.

Skills

Cash handling

Customer service

English & Spanish fluency

Education

High school diploma or equivalent

Job description

Benefits

The First National Bank of Bastrop is proud to be named a Best Place for Working Parents®. We offer an opportunity to work with a financial institution that prides itself on excellent customer service and a competitive compensation and benefits package that includes:

• Paid time off
• Paid parental leave
• Employee Stock Ownership Plan with 401(k) Provisions (KSOP) with match
• Up to $850 match on Health Savings Account (qualifying medical plan required)
• Life/AD&D/LTD insurance
• Optional benefits:
• Medical insurance
• Vision insurance
• Supplemental coverages
• Short term disability
• Cancer
• Critical Illness
• Medical Spending Accounts
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)
• Dependent Care FSA

Benefits

• Employer paid benefits:
  • Paid time off
  • Paid parental leave
  • Paid volunteer time
  • Employee Stock Ownership Plan with 401(k) Provisions (KSOP) with match
  • Up to $850 match on Health Savings Account (qualifying medical plan required)
  • Life/AD&D/LTD insurance
  • Tuition reimbursement
• Optional benefits:
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Supplemental coverages:
    • Short term disability
    • Cancer
    • Critical Illness
    • Accident
  • Medical Spending Accounts
  • Flexible Spending Account (FSA)
  • Health Savings Account (HSA)
  • Dependent Care FSA

Description

This is a float position, meaning the selected candidate must be able to travel to Bastrop, Cedar Creek, Elgin or Smithville, depending on the bank's needs.

Description: Performs a variety of customer services such as receiving deposits and loan payments, handling withdrawals, cashing checks and savings bonds, both in the drive-thru and lobby. Answer questions from customers concerning services provided by the bank. Assist and support deposit growth by leveraging the Community Banking Relationship Model to enhance and enrich customer relationships.

Essential Duties

• Cash checks and disburse funds after verifying signatures and sufficiency of funds to support withdrawals.
• Evaluate checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents.
• Accept deposits, confirming accuracy of transaction; follow regulations as they pertain to funds availability and large cash transactions.
• Prepare, verify, and issue cashier’s checks and money orders.
• Accept loan payments.
• Prepare change orders for commercial customers.
• Assist customers in redeeming savings bonds.
• Record and process night and mail deposits.
• Record transactions by logging cashier's checks and money orders.
• Verify for customer their account balances or transactions.
• Complete debit special requests by closing accounts or ordering checks.
• Balance drawer/cash recycler at end of day.
• Balance ATMs at end of week.
• Support ABM in Monthly Audit.
• Maintain TCR, Check Scanner and Coin Counter.
• Comply with bank operations and security procedures by participating in all dual-control functions.
• Complete Debit Card/Card@Once training for printing of debit cards for customers.
• Stay abreast of recent trends in fraud by reading email communication, myFNB intranet, and attending training.
• Maintain customer confidence and protect bank operations by keeping information confidential.
• Support customer awareness with Online Banking & Mobile Banking.
• Explore customer needs and desires, identifying and presenting information on appropriate bank services, and obtaining customer consent to use the service. Maintain good knowledge of all bank services to respond to customer comments and inquiries and develop cross-sell opportunities, making proper referrals when appropriate.
• Other related customer services duties as assigned.

Bank Secrecy Act Duties

• In the performance of respective tasks and duties, this position must maintain knowledge of Bank Secrecy Act regulations and all other regulatory, security, and Bank policies and procedures.

Company Conformance

• First National Bank’s (FNB) promotional materials may include photos, videos and other recordings taken in the workplace or at company-sponsored events. Acceptance of employment with FNB gives consent to such photos, videos and other recordings and these may be used in social media posts, newsletters and other promotional materials. No extra compensation or advance notice will be provided when recordings are made or published.
• In compliance with all applicable regulations and Bank policies, this position is expected to successfully produce quality work within deadlines, with or without supervision; interact professionally with other employees, customers, and vendors, while always respecting the need for confidentiality of customer information. The employee will work effectively as a team contributor on all assignments and work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations. Furthermore, the employee is encouraged to actively represent the Bank to customers and the general public in ways that promote the integrity, validity, and mission of the Bank by participating in community organizations, events, and activities. The employee is also expected to maintain a commitment to continuing education in the banking field through self-study and both in-house and outside training opportunities in all applicable banking policies, procedures, and regulations.
• Regular and punctual attendance is expected, and appropriate attire is required at all times, while either performing job functions or representing the Bank at outside events and activities.

Required Minimum Qualifications

• High school diploma or equivalent.
• Six months of cash handling in a customer service position.

Preferred Qualifications

• Previous banking experience.
• Fluent in English and Spanish.

Must also have the following demonstrated knowledge, skills, and abilities

• Excellent customer service skills; use of good judgement on customer service issues.
• Proficiency in computers and Microsoft Office software.
• Excellent listening ability and verbal communication skills.
• Ability to read, comprehend, and follow written procedures and regulations.
• Strong attention to detail, with a focus on accuracy and quality of work.
• Strong organizational skills; ability to balance multiple task simultaneously while handling frequent interruptions
• Basic math skills.
• Ability to take initiative and maintain flexibility.