Floating Financial Services Representative

Albany

Thursday, 23 April 2026

Floating Financial Services Representative (FSR) is the primary front-line representative responsible for creating a welcoming environment for customers by providing account and service origination and maintenance to new and existing customers in person and customer inquiries by phone. Performs both platform and teller line duties. Provides coverage and support to various branches within the region. Requirements EDUCATION & EXPERIENCE:High School diploma or equivalent; college degree preferred 2 years cash handling experience, prior banking experience preferred. Strong interpersonal, communication and computer skills. Strong ability to conduct relationships with customers that will enhance the overall marketing effort of the bank. Detailed oriented, strong organizational skills and high degree of accuracy. Familiar with retail banking regulations and responsibilities relating to each. Valid driver's license and ability to travel. MAJOR DUTIES & RESPONSIBILITIES:Assist Branch Manager and Assistant Branch Manager with daily supervision and support of teller line activity, when necessary. Service customers by opening new accounts, performing account maintenance, taking loan applications and commercial loan referrals. Possess strong knowledge of banking products both personal and business, to effectively assist customers’ needs in opening accounts and required documentation. Perform overrides and teller duties as needed. Assist with daily branch/vault/ ATM proof, cash shipments, night depository proof and check imaging processing. Research and resolve customer issues, acting as the customer liaison between other bank departments when necessary Maximize selling and referral opportunities both on platform and teller line. Includes Loyalty enrollment, qualified Investment and Commercial loan referrals. Utilize excellent customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees. Maintain the highest level of confidentiality with all information obtained. Contribute to the fulfillment of the branch to meet the bank’s objectives and goals. Participate in training programs to maintain and acquire additional knowledge and skills. Assist Branch Manager and Assistant Branch Manager with the review and maintenance of internal control logs and daily and monthly reports. Adhere to branch safety and security practices and procedures. Complete training to successfully obtain MLO # through Nationwide Mortgage Licensing System & Registry. Acquire New York State Notary.

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