Customer Service Representative - Floating

Pathfinder Bank is seeking a Customer Service Representative (Floating) to support operations within a community banking and financial services environment. This role contributes to customer transactions, deposit account servicing, and branch support across multiple locations, ensuring a high level of service and adherence to banking regulations.


Join a team that values your expertise and your community. At Pathfinder Bank, you are more than an employee. You are a valued member of a team that takes pride in helping local businesses and communities grow. When you join us, you become part of a people-first culture built on respect, development, and service.


We offer:

  • Competitive compensation and benefits, including health coverage, 401(k) with company match, and paid time off
  • Opportunities for career growth and internal mobility within a community bank
  • A supportive team environment focused on employee development and engagement
  • A community-focused culture with opportunities to give back locally

Position Summary

Provides a positive and professional customer service experience while supporting daily banking operations across multiple branch locations. Performs a variety of customer transactions and account servicing functions, while ensuring compliance with bank policies, procedures, and regulatory requirements.


Essential Functions

  • Process customer transactions including deposits, withdrawals, payments, and transfers in accordance with banking policies and procedures
  • Provide customer service support related to deposit accounts, account maintenance, and general banking inquiries
  • Assist customers with account opening, product education, and basic financial services needs
  • Maintain accuracy in cash handling, balancing, and transaction processing within established guidelines
  • Support daily branch operations including teller line coverage and platform assistance as needed
  • Travel between assigned branch locations to provide staffing support based on operational needs
  • Ensure compliance with banking regulations, including customer identification procedures, privacy, and data security requirements
  • Identify opportunities to refer bank products and services that align with customer needs
  • Maintain a professional and positive customer experience during all interactions
  • Perform administrative and operational tasks to support branch efficiency and service delivery

See also

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