Customer Service Representative - Floating

Are you passionate about making a positive impact in your local community? Do you thrive in a dynamic, collaborative, and engaging work environment? If so, we have the perfect opportunity for you at Pathfinder Bank!

About Us: At Pathfinder Bank, we take pride in being more than just a financial institution – we are a community-focused bank committed to building lasting connections in Central New York. As a key player in our Market, you'll have the chance to make a meaningful impact on the people and businesses in our community while developing long-lasting, trusted relationships.

Why Join Us:

· Community-Centric: Your role at Pathfinder Bank goes beyond being a trusted financial advisor; it's about actively contributing to the growth and prosperity of the local community we serve.

· Collaborative Environment: Thrive in a fast-paced, collaborative, and engaging work environment where your ideas are valued, and teamwork is celebrated. We believe that together, we can achieve more.

· Employee Support: We understand the dedication and hard work our employees put in, and we are committed to ensuring you feel supported, appreciated, and rewarded for your contributions.

· Flexibility: Enjoy the flexibility of a family-friendly work environment that understands the importance of work-life balance.

Key Responsibilities:

· Relationship Building: Cultivate and strengthen personal and business relationships within the local community. As a Customer Service Representative you will be "face of Pathfinder Bank".

· Customer Service: Lead by example and inspire those around you to deliver exceptional service. Your interactions with internal and external customers will be instrumental in creating a positive and inclusive environment.

· Local Touch: Embrace the opportunity to immerse yourself in the unique needs and aspirations of our local community. Your insights will guide our efforts to provide tailored financial solutions.

· Identify Needs: Interacting with customers and creating relationships is how everyone here at Pathfinder Bank can help turn dreams into reality.

What We Offer:

· A fulfilling and rewarding career with opportunities for growth and development.

· Competitive compensation and benefits package including paid holidays, paid time off, medical (including virtual care and work-life balance services), vision, and dental insurance, a 401K with a generous match, tuition reimbursement, banking discounts, and more!

· The chance to be part of a bank that believes in bringing out the best in its talent.

Summary/Objectives

The Float Customer Service Representative (CSR) is the primary point of contact for bank customers throughout our branch locations. The objective of the Float CSR is to perform daily transactions for customers in various branches, while providing efficient and quality customer service. Additionally, as the primary point of contact, it is necessary for the Float CSR to create opportunities for cross-selling the bank’s products and services in order to meet customer needs and grow the bank.

Essential Functions

1. Travel to branches as needed to provide and maintain excellent customer service to all bank customers.
2. Promotes the Bank’s products and services and refers customers to the appropriate sales personnel. Answers customers’ routine banking questions; refers complex inquires to management.
3. Processes daily transactions including deposits, withdrawals, check cashing and payments accurately, and balances work to teller system with minimal assistance.
4. Receives, pays out monies, balance cash drawer with minimal assistance, and maintains an acceptable difference record.
5. Update customer contact information on an ongoing basis to be sure we have the most accurate data in the event the bank would need to contact them.
6. Assists with support work including, but not limited to, night drop, ATM balancing, safe deposit box, and debit card set up, branch capture, and preparing courier bags for transit.
7. Performs various clerical duties including answering phone, typing, filing and preparing check orders.
8. Ensure compliance/adherence to all policies, procedures and federal regulations in order to attain a satisfactory or better branch audit. Maintains confidentiality of all customer records and documents.

Competencies

• Customer Service Expertise
• Basic Computer Skills
• Mathematics
• Problem Solving
• Teamwork
• Communication

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, printers and filing cabinets.

Required Education, Experience and Qualifications

• At least one year Customer Service Experience
• I-3 years banking experience or cash handling experience
• Be professional in appearance and conduct
• Intermediate computer skills (Microsoft Office and Outlook)
• Perform basic mathematical functions
• Ability to work as part of a team and assist other team members
• Ability to adapt to change
• Attention to detail and ability to multi task
• Ability to pay attention to detail and quality of work
• Positive attitude
• High school graduate or equivalent