Pathfinder Bank · 1 day ago
Customer Service Representative - Floating
Pathfinder Bank is a community-focused institution that values relationships and talent development. The Float Customer Service Representative serves as the primary point of contact for customers at various branch locations, handling daily transactions and promoting the bank's products and services to meet customer needs.
CommunitiesFinancial ServicesFinTechInsurance
Responsibilities
Travel to branches as needed to provide and maintain excellent customer service to all bank customers
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
Processes daily transactions including deposits, withdrawals, check cashing and payments accurately, and balances work to teller system with minimal assistance
Receives, pays out monies, balance cash drawer with minimal assistance, and maintains an acceptable difference record
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
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
Performs various clerical duties including answering phone, typing, filing and preparing check orders
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
Qualification
Required
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
Company
Pathfinder Bank
Pathfinder Bank is a banking company that specializes in residential, consumer, commercial lending, deposits, and eBanking.
Funding
Current Stage
Growth StageTotal Funding
$55.8MKey Investors
Castle Creek Partners
2020-10-21Debt Financing· $25M
2019-05-09Private Equity· $20.8M
2015-10-28Debt Financing· $10M
Recent News
Pathfinder Bancorp, Inc.
2025-10-31
Central New York Business Journal
2025-09-24
Central New York Business Journal
2025-08-22
Company data provided by crunchbase