Our direct client in Boca Raton is seeking a CSR to grow with their organization long-term. This position is responsible for providing Branch Sales Representative and Teller support in a prompt and courteous manner at an assigned branch. The position is also responsible for performing operational and servicing tasks within the branch. The role is designed to progress into a Branch Sales Representative within a year. 


•    Perform outbound calls and set appointments as directed by Branch Sales Leader in accordance with market initiatives and/or branch goals.
•    Open and process all types of accounts, products, and/or services for customers after consulting with them on their specific needs. Assists customers whenever possible.  
•    Solicit cross-sales and open new accounts according to guidelines. Cross-sell products or refer to appropriate business line to ensure customer needs are met. 
•    Approve specific check amounts, wire transfers, cashier checks, uncollected funds, and insufficient funds based on credit authority limitations preset by management. 
•    Refer business to other lines of business including, but not limited to Private Client Services, Residential Lending, and Business Banking.
•    Provide maintenance for customer accounts: research and resolve customer questions and/or concerns in a prompt and courteous manner.
•    Sell official instruments, including official checks and foreign currency.
•    Understand and adhere to all bank policy and procedures related to both Teller and Branch Sales Representative functions.


•    High school diploma or general education degree (GED), Bachelors or above preferred
•    2-5 years job experience as a Teller/Senior Teller/Personal Banker or demonstrated ability in operations area related to Bank or retail operations.  
•    Demonstrated interest in Banking or Finance Career
•    Good PC, teller machine, and 10-key calculator skills.

Please email resumes to Jon Kowalsky at For a complete list of jobs please visit