Floating Teller

Texas Heritage National Bank; Town of Texas, Northern (WI, KY); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Texas Heritage National Bank is seeking a Floating Teller to support multiple branches, handling teller duties and delivering exceptional service as the first point of contact for customers.

This role requires traveling between locations, processing transactions per bank guidelines, educating customers on digital solutions, and maintaining strong cash handling and compliance standards.

Qualifications

• Requires travel to multiple branch locations as needed.
• Knowledge of banking operations, cash handling, and compliance.
• Excellent customer service with professionalism in sensitive situations.
• Strong attention to detail and accuracy.
• Clear verbal and written communication skills.
• Strong problem-solving and decision-making skills.
• Ability to work independently with minimal supervision.

Responsibilities

• Assist customers with transactional needs following policies.
• Maintain cash drawer security and balance cash daily.
• Educate customers on bank products and digital solutions.
• Adhere to internal controls, procedures, and regulations.
• Travel to locations to provide teller support.
• Perform other duties as assigned by management.

Skills

Travel to multiple locations

Banking operations knowledge

Customer service excellence

Attention to detail

Communication skills

Problem-solving

Independent work

Education

High School diploma or equivalent

Job description

Description

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.

• 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

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