Bilingual Sr. Retail Delivery Floater

Job Description

Job Description

Title: Sr. Retail Delivery Floater (Bilingual – English/Spanish)

Schedule: Monday–Friday, 8:00 AM – 5:00 PM

Environment: Hybrid (60% Call Center / 40% Branch) | 3 Days WFH / 2 Days Onsite | Member-Facing | Sales + Banking Services

Play a dynamic and impactful role supporting members across both branch and call center environments . This position offers variety in your day-to-day work while allowing you to build relationships, provide financial guidance, and deliver exceptional service in both in-person and virtual channels. As a bilingual specialist, you’ll help expand access and support diverse member communities.

This is a hybrid service + sales + operational role that combines traditional branch banking with high-level call center support. You will assist members with transactions, lending needs, and digital banking solutions while also identifying opportunities to deepen relationships and grow membership.

• Perform teller and vault transactions (deposits, withdrawals, check cashing, loan payments, etc.)
• Maintain and balance cash, coin, and negotiable instruments
• Process membership applications and account maintenance requests
• Handle non-monetary transactions (address updates, check orders, statements, etc.)
• Assist with ATM servicing , deposits, and cash replenishment
• Identify member needs and recommend products, services, and solutions
• Support branch sales goals through referrals and proactive engagement
• Participate in business development events and membership growth initiatives

• Identify and support consumer lending opportunities
• Conduct loan interviews and gather applicant financial information
• Review applications for completeness and enter data accurately into systems
• Evaluate credit reports and make loan recommendations
• Assist with loan funding processes following established procedures

• Handle inbound calls, assessing member needs and providing accurate information
• Support multiple service areas including:
  • Lending
  • Debit/ATM cards
  • Online & mobile banking
  • Wires and foreign currency
• Process financial transactions (transfers, payments, fee reversals, stop payments, etc.)
• Educate members on financial wellness, products, and self-service tools
• Troubleshoot issues and resolve concerns while meeting service level expectations
• Document interactions clearly in CRM systems and escalate when needed
• Identify trends affecting members and communicate insights to leadership

• Assist in branch operations and daily oversight within assigned authority
• Handle complex member transactions and escalations
• Support branch audits, reporting, and compliance activities
• Act as a resource and mentor to team members when needed

✅ 1–2 years of experience in branch banking, call center, or financial services

✅ Bilingual in English and Spanish (required)

✅ High school diploma, GED, or equivalent

✅ Strong customer service and communication skills

✅ Experience with cash handling and transaction accuracy

✅ Ability to multitask in a fast-paced, hybrid environment

• Ability to deliver high-quality member experiences across multiple channels
• Strong sales and relationship-building skills
• Knowledge of banking products, lending, and financial services
• Excellent problem-solving and issue resolution abilities
• Comfortable using Windows-based systems (Outlook, Word, Excel)
• Solid math skills (rates, ratios, percentages, 10-key proficiency)
• Strong attention to detail and ability to balance accuracy with efficiency

#westpriority26

This is a Permanent position based out of Brownsville, TX.

The pay range for this position is $39540.00 - $54400.00/yr.

Benefit package offered upon hire. HSA and 401k packages offered. $500 sign - on bonus and relo package available.

This is a hybrid position in Brownsville,TX.

This position is anticipated to close on Jun 23, 2026.

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.