Float Relationship Banker

Relationship Banker Compensation

Claremont Savings Bank also offers a Retail Growth Plan, providing employees with opportunities to increase their earnings as they develop their Teller and Customer Service skills at their own pace. Through hands-on learning, skill development, and successful completion of assessments, employees can advance through the Growth Plan and earn pay increases that go along with annual increases. The minimum pay for a non experienced float banker/Teller would be $22 an hour to start plus mileage when floating. 

Job Description

Job Title: Float Relationship Banker 

Home Department: Main Office Retail

Date Revised: October 2026

Reports to: Float Branch Operations Manager

FLSA Classification: NE3

General Position Summary and Purpose:

The Float Relationship Banker provides exceptional client service and comprehensive banking support at retail branch locations based on staffing and operational needs. This position provides temporary coverage across the Bank's retail network, performing the full responsibilities of a Relationship Banker while adapting to the operational needs of each location. The Float Relationship Banker builds, retains, and strengthens client relationships through the Relationship-Oriented Sales Philosophy, serving as a trusted advisor while ensuring consistent service and operational excellence. This position works collaboratively with branch teams and demonstrates flexibility, adaptability, and independence to support seamless branch operations.

Career Competencies:

Builds Networks

Customer Focus

Instills Trust

Resourcefulness

Collaborates 

Decision Quality 

Manages Complexity

Self-Development

Communicates Effectively 

Ensures Accountability 

Optimizes Work Processes

Situational Adaptability

Essential Duties and Responsibilities:  

Provides temporary staffing coverage at retail branch locations as scheduled or assigned by the Float Branch Operations Manager, adapting to varying branch operations, staffing needs, and work environments to ensure continuity of service.

Communicates effectively with the Float Branch Operations Manager and management at assigned branch locations regarding staffing coverage, operational concerns, customer needs, and outstanding items requiring follow-up.

Opens and closes assigned branch locations or drive-up facilities as needed, demonstrating the ability to work independently while maintaining established security procedures and operational controls.

Greets and acknowledges each customer, delivers outstanding customer service, and accurately executes financial transactions in accordance with Bank policies and procedures, maintaining consistent service standards across all assigned retail locations.

Maintains accurate records of daily cash transactions and completes end-of-day balancing procedures, ensuring all transactions are accounted for and any discrepancies are promptly identified and resolved in accordance with bank policies and procedures.

Ensures the accurate balancing and reconciliation of coin counters, cash recyclers, and ATM’s as assigned, following established procedures to maintain operational efficiency and financial integrity.

Maintains current knowledge of the Bank's products, services, policies, and procedures to effectively address customer needs, provide accurate information, and deliver consistent service across all retail locations.

Quickly establishes effective working relationships with employees at assigned branch locations, providing assistance, sharing knowledge, and contributing to a productive team environment while supporting daily operational needs.

Opens new accounts and services new and existing customers through in-person, electronic, telephone, and written communication, ensuring timely and accurate completion of customer requests and required documentation while coordinating with employees at assigned branch locations to maintain continuity of service and adherence to compliance requirements.

Serve as a trusted advisor to clients by providing expert guidance, personalized recommendations, and building strong lasting relationships that align with their needs and drive long-term client satisfaction and loyalty.

Processes and provides support for advanced products and services including Business/Trust/Estate accounts, Retirement Plans to include IRA’s and HSA’s. Opening/closing safe deposit boxes, etc.

Independently resolves client and operational concerns while recognizing when to seek guidance from branch management or the Float Branch Operations Manager

Independently processes domestic and foreign wires while adhering to bank policy and procedures.

Proactively educates and assists clients with all technology sources and products such as ATMs, On-line Banking, Bill-Pay, Mobile Banking, and Voice Response Systems.

Adheres to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of client and bank assets.

Participates in assigned work schedules, including Saturday rotations, to accommodate staffing and coverage needs across retail locations.

Meets assigned company strategic goals including cross-sells, referrals and sales of products and services.

Other Duties and Responsibilities: 

Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.

Demonstrates flexibility in adjusting schedule to include after hours training and client appointments that extend after closing.

Processes Foreign currency and check transactions.

Assists with monthly audit reports for Branch as needed.

Maintains a neat, organized, and professional work space.

Performs other duties as assigned by supervisor.

Supervisory Responsibility: 

None

Professional Relations: 

Works professionally with all employees, clients, vendors or the general public to achieve goals and objectives of Claremont Savings Bank’s vision, mission and values.

Enhances the Bank’s image by providing representation and involvement in community activities and charitable, civic and social organizations.

Education/Certification:

High School Diploma or Equivalent

Required Experience/Required Knowledge:

Previous cash handling and client service experience preferred.

Active participant in personal development and career growth.

Skills/Abilities:

Demonstrates flexibility and adaptability in adjusting to different branch locations, team dynamics, operational procedures, and changing staffing priorities.

Ability to work independently, manage competing priorities, and quickly adjust to changing assignments while maintaining accuracy, productivity, and exceptional customer service.

Ability to maintain confidentiality and empathize with clients while keeping Bank policies, procedures, and corporate goals in mind

Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Ability to cross-sell and refer products and services

Excellent computer and technology skills 

Strong communication skills including speaking and active listening.

Flexible and accommodating to an ever-changing branch environment

Confidence in interacting with clients and co-workers

Working Conditions and Physical Requirements: 

This position requires regular travel between the Bank's retail branch locations and flexibility to work at different locations based on operational and staffing needs.

Moderate physical effort required; normally seated with the freedom of movement on a regular basis; some lifting of light materials and supplies. Work involves a mixture of walking, sitting, and/or standing. Well-lighted and ventilated office environment, which are generally pleasant and comfortable. Minimal exposure to injury or other hazards with moderate level of noise.

*Performance Measurements will be used to determine if a person is successful in the position.* 

*External and internal applicants, as well as position incumbents who become disabled as defined under the American with Disabilities Act must be able to perform the essential functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case by case basis.

This job description represents an overview of the essential functions of this job. This is not a complete listing of all required duties. Specific duties may vary over time to meet the needs of the Bank. 

Claremont Savings Bank reserves the right to change the job duties as business requirements dictate. The employee will be expected to perform other reasonably related duties as may be required by Management.

Every employee works for Claremont Savings Bank, not just for a particular manager. Accordingly, employees are expected to act in the best interests of the Bank, even if doing so requires actions and responsibilities not listed in the above job description.

Job descriptions are not intended as and do not create employment contracts. The Bank maintains its status as an at-will employer.