Floating Teller

Texas Heritage National Bank; Daingerfield (TX); On-site; USD 28,000 - 36,000; Full time

Job summary

Texas Heritage National Bank is seeking a Floating Teller to support multiple branches while delivering exceptional service and processing transactions per bank policies.

You will be the first point of contact for customers, assist with inquiries, balance cash drawers, and help educate customers on digital banking solutions, while adhering to regulatory and internal controls. The role involves travel to different locations and requires high accuracy in cash handling.

Qualifications

• Travel to multiple locations to support as needed.
• Strong knowledge of banking operations, cash handling procedures, and regulatory compliance.
• Exceptional customer service skills, with empathy and professionalism.
• Strong attention to detail and accuracy.
• Excellent communication skills, both verbal and written.
• Strong problem-solving and decision‑making skills.
• Ability to work independently with minimal supervision and make sound judgements.

Responsibilities

• Assist customers with transactional needs in accordance with guidelines, brand model, and service standards.
• Maintain daily operational standards, including cash drawer balancing and security procedures.
• Educate customers on bank products and emerging digital solutions.
• Protect the Bank from risk by adhering to procedures, confidentiality, and regulatory reporting.
• Adhere to internal controls, operational procedures, and risk management policies.
• Perform other duties and responsibilities as assigned by management.

Skills

Travel to locations

Banking operations

Cash handling

Customer service

Communication skills

Problem solving

Independent judgment

Education

High School diploma or equivalent

1+ years customer service in financial services or retail

Job description

Description

The

• Assist customers with transactional needs in accordance with established guidelines, brand model, and service standards, including answering inquiries about account balances, transaction history, service charges, interest rates, and more
• Maintain daily operational standards, including cash drawer security, balancing the cash drawer, item capture procedures, counterfeit currency identification, and ensuring adequate supplies at the teller station
• Possess knowledge of bank products and services and educate customers on emerging bank technology and digital solutions
• Protect the Bank from unnecessary risk by adhering to bank procedures and confidentiality guidelines, including currency transaction reports, suspicious activity reports, Regulation CC holds and documentation, robbery procedures, and more
• Adhere to internal controls, operational procedures, and risk management policies, including security protocols for robbery, fraud, opening/closing processes, cash controls, and teller procedures
• Ensure compliance with all bank policies and procedures, as well as applicable state and federal banking regulations
• Perform other duties and responsibilities as assigned by management

The Floating Teller handles teller duties while supporting multiple branches as needed. As Floating Teller, you will be the first point of contact for customers, delivering exceptional service, processing transactions in accordance with Bank policies and procedures, assisting with customer inquiries, and identifying and referring cross-sell opportunities. You will have a primary work location but will travel to different locations to provide support, as necessary.

Requirements

Required Skills / Abilities:

• Travel to multiple locations to support as needed
• Strong knowledge of banking operations, cash handling procedures, and regulatory compliance
• Exceptional customer service skills, with the ability to handle difficult or sensitive situations with empathy and professionalism
• Strong attention to detail and accuracy
• Excellent communication skills, both verbal and written
• Strong problem-solving and decision‑making skills
• Ability to work independently with minimal supervision and make sound judgements

Education And Experience

High School diploma or equivalent

1+ years of experience- customer service experience in financial services or retail sales preferred