Float Personal Banker

Windsor Federal Bank; Windsor (CT); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

PTO

Paid sick leave

Holidays

Participation in 401(k) plan

Profit sharing

Job summary

Windsor Federal Bank is seeking a Float Personal Banker to serve as the first point of contact for customers across multiple branches in Windsor, CT. The role involves performing banking transactions, opening and maintaining accounts, and guiding customers to digital tools.

You will travel between branches to support staffing needs, build relationships within the community, and promote the bank's products and services while ensuring compliance and quality service.

Qualifications

• HS diploma required; 1–2 years banking or cash handling preferred.
• Strong communication and interpersonal skills; team player.
• Sales and relationship-building abilities.
• Willingness to travel between branches.
• Proficient with Word, Excel, Outlook.
• Detail-oriented with strong organizational skills.
• Flexible hours including weekends.
• Professional appearance and self-starter.

Responsibilities

• Provides exceptional customer service by assisting with inquiries and offering financial solutions.
• Travels to assigned branches within a designated region to provide support.
• Processes deposits, withdrawals, check cashing and transactions accurately and reconciles discrepancies.
• Identifies customer needs and recommends banking products; cross-sell opportunities.
• Builds and deepens relationships with customers to foster loyalty.
• Performs account opening, maintenance and closures; ensures compliance with procedures.
• Supports branch operations and handles escalations or administrative tasks.
• Guides customers in using digital banking tools and platforms.

Skills

Customer service

Sales experience

Interpersonal skills

Team player

Communication skills

Problem solving

Attention to detail

Time management

Tech literacy

Education

High school diploma

Tools

Word

Excel

Outlook

Teller terminal

Job description

The Float Personal Banker serves as the first point of contact for financial customers and prospects by providing a wide variety of banking services to both consumer and small business customers at multiple branch locations. This position “floats” between various branches, as needed, supporting branch teams by covering absences, peak hours or staffing shortages. The Float Personal Banker performs transactions, account management and offers appropriate solutions by offering financial products to meet the needs of the customer within the entire Windsor Federal Bank footprint. The Float Personal Banker is responsible for building and maintaining relationships with members of the community to enhance satisfaction and identify opportunities to create brand awareness while promoting the Bank’s products and services.

ESSENTIAL FUNCTIONS

• Provides exceptional customer service by assisting with inquiries, resolving complaints, and offering financial solutions tailored to individuals on an as needs basis.
• Travels to assigned branches within a designated region to provide support.
• Processes deposits, withdrawals, check cashing and transactions accurately and efficiently. Ensures compliance with all operational and security procedures. Balances daily transactions and reconciles discrepancies.
• Identifies customer needs and recommends appropriate financial products such as checking, savings, certificate of deposits, credit cards, and loans. Uncovers opportunities to cross-sell additional banking services as presented.
• Builds and deepens relationships with customers to foster loyalty and retention.
• Performs account opening, maintenance, and closures. Ensures compliance with all banking regulations, policies, and security standards.
• Supports branch operations, including handling escalations or assisting with administrative tasks.
• Guides customers in using digital banking tools and platforms.
• Supports the Bank and branch community efforts and initiatives. Ability to work a flexible schedule including weekends as needed.
• Performs other related duties as required.

REQUIRED EDUCATION / EXPERIENCE / SKILLS

• High school diploma or equivalent, with one (1) to two (2) years of banking with sales or customer service and cash handling experience preferred, or some comparable combination of education and experience.
• Proficient oral and written communication skills, both in person and on the phone. Strong interpersonal skills. Must be a team player.
• Sales and relationship-building abilities. Strong customer service and communication skills.
• Reliable transportation and willingness to travel between Branches.
• Proficient computer and math skills. Ability to operate personal computer, calculator, teller terminal. Familiar with Word, Excel, Outlook software.
• Attention to detail, excellent organizational skills, adept in technology.
• Excellent problem solver with decision making ability.
• Ability to work flexible hours, including weekends as necessary.
• Ability to receive guidance and supervision, follow work rules and work procedures; meet deadlines, punctuality, and attendance standards.
• Ability to influence people in their opinions, attitudes, or judgments about ideas or things; to motivate, convince or negotiate. Ability to deal with people beyond giving and receiving instructions such as in a team, supervisory, marketing or counseling setting.
• Exhibits a professional appearance and demeanor. Is enthusiastic, a motived self-starter with a strong work ethic.
• Participates in skill and knowledge building training programs offered by the Bank and/or other outside resources.

Windsor Federal Bank, an Equal Opportunity Employer, offers a competitive compensation and benefits package including

• paid time off (PTO)
• paid sick leave
• holidays
• participation in a 401(k) plan
• profit sharing