Financial Service Representative Floater

About this role

• **Position Title:** Financial Service Representative Floater **Department:** Retail Operations **Branch Location:** North Texas **Manager:** **Position Summary:** Established in March of 2008, Third Coast Bank is a community-owned bank seeking sound growth and dedicated to increasing long term shareholder value by promoting excellence in performance.
• Our personalized banking services are geared to fulfill the financial objectives of our consumers and commercial patrons.
• The spirit of community ownership is the centerpiece of our bank's future success.
• Also, our bank's success depends upon our ability to attract and retain people committed to teamwork, continuous improvement, and exemplary customer service.
• Third Coast Bank is an equal opportunity employer and does not discriminate against applicants or employees based on race, color, gender, age, religion, national origin, genetic information or disability.
• The position of Financial Service Representative (FSR) Floater is responsible for providing exemplary customer service to all bank customers.
• The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services.
• Opening and servicing new and existing bank customers' accounts.
• The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience.
• Maintain and operate a teller cash drawer to process customer transaction requests.
• Establish and maintain customer records to adhere to all banking regulations.
• This position requires travel to provide coverage to assigned branch locations as requested.
• The Financial Service Representative must help ensure compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
• **Essential Functions:** Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• New Accounts * Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank.
• * Responsible for maintaining current knowledge of bank products and services offered.
• * Open new accounts and service existing accounts for personal and commercial customers.
• * Obtain consumer identification information as required per CIP and the USA Patriot Act.
• (Information must be obtained prior to opening an account.) * Obtain all required identification information and commercial documentation for business customers as required per CIP.
• (Prior to opening a business account.) * Update customer files, signature cards, resolutions, etc.
• for bank records.
• * Screen personal account holders via ChexSystems.
• * Screen commercial accounts via FIS eAccess/ChexSystems online * Process ATM/Debit Card and check order requests.
• * Establish and reset online banking access through NetTeller.
• * Cross-sell bank products and services to new and existing bank customers.
• * Open, close and service certificate of deposits for personal and commercial customers * Process Individual Retirement Accounts (IRA) opening, closing, and transfer request.
• * Establish and update new account files.
• * Maintain daily rate sheet.
• * Serve as a Notary for bank customers as well as bank personnel\* (if approved by bank Cashier).
• Teller Line * Maintain and operate a teller cash drawer.
• * Assist bank customers with account deposits, check cashing, and savings and checking withdrawals.
• * Process loan payments.
• * Issue Cashier's checks and money orders.
• * Keep records of money and negotiable instruments as required per banking regulations.
• * Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation.
• * Answer general account questions for bank customers.
• * Cross-sell bank products and services.
• * Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS.
• * Balance cash drawer at the close of the business day.
• * File all proof work at the close of the business day.
• Safe Deposit Box: (if applicable at your assigned branch location) * Open and close safe deposit boxes via FIS.
• * Establish and update safe deposit box account files.
• * Prepare new and updated safe deposit box contracts.
• * Allow access to Safe Deposit Box Vault to customers.
• * Complete entry tickets for customers accessing box and enter the data into FIS.
• * Maintain current job knowledge and adhere to all bank policies and procedures Maintain current job knowledge of bank products and services.
• Practice quality teamwork to ensure the success of the bank as well as your assigned banking center.
• Answer telephones, answer questions and direct callers to proper Bank personnel.

Key skills & tools

View & apply

Links open in a new tab. jobhustl never applies on your behalf - you always go to the employer.