Senior Customer Service Representative (Float)
Job Category: Retail Requisition Number: SENIO014533
Posted: July 1, 2026
Full-Time
On-site
Coral Springs, FL 33065, USA
Job Details
Description
The Senior Customer Service Representative (CSR) (Float) is responsible for retaining existing relationships and opening new deposit accounts by branch goals. This position is responsible for promoting and cross-selling bank products and services.
Essential Duties and Responsibilities
- Responsible for opening all consumer and business accounts and services.
- Complies with all applicable regulations, policies and procedures.
- Assess customer needs and cross sell appropriate products and services.
- May function as Teller, Teller Supervisor or Assistant Branch Manager as needed.
- Supports and contributes to the attainment of branch goals.
- Refers new business to company subsidiaries, such as insurance, mortgage and brokerage.
- Resolves customer concerns and ensures effective and long term problem resolution.
- Develops and builds customer loyalty.
- Follows up on referrals made by other team members.
- Assists with loan origination and processing as needed.
- Answers customer inquiries relating to products, rates and services.
- Provides ancillary services such as notary services.
- Responsible for tracking and monitoring of all required documentation.
- Maintains positive, friendly and professional attitude and appearance.
- Adheres to work schedules.
- Provides assistance to other retail staff on complex new account issues.
- May be required to work an alternative location within the region or market.
- The ability to work in a constant state of alertness and in a safe manner.
- Completes required BSA/AML training and other compliance training as assigned.
- Perform any other related duties as required or assigned.
Qualifications
Required
High School or better.
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