Business Banker / Teller
About The Position
The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services. This role handles all teller transactional activity, processes all new account transactions, and assists customers in their selection of various accounts and financial services. The position involves cross-selling the Bank's products and services, opening, maintaining, and closing all account types, and performing branch clerical duties. The Business Banker promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The position requires full knowledge and skill in new account desk operations, teller functions, and safe deposit box management.
Requirements
- High School Diploma or GED
- Cash Handling Experience
- 1 Year Customer Service Experience
- Ability to maintain a positive and professional attitude at all times.
- Accurately count currency
- Friendly and outgoing personality
- Good customer service skills.
- Good decision making skills.
- Must be able to make quick informed decisions and seek assistance when needed.
- Must be a team player and work well with co-workers and management.
- Must have the ability to work with minimal supervision.
- This position has a high level of confidentiality.
- This position has access to customer's financial information, accounts, security procedures and closing procedures.
- High levels of internal & external contact with the public and departments
Nice To Haves
- Associates Degree
- 2 Years Banking Experience
- 1 Year Sales Experience
- Organization
- Ability to work at a fast pace and perform multi-tasks
- Knowledge of the bank policies and procedures for the teller line & customer service
- Good judgment skills.
- An ability to handle change, stress and the pressures of daily activity when multi-tasking and working at a fast pace.
Responsibilities
- Provides support to all assigned areas of branch operations where service or assistance is needed, including platform area, teller line, and safe deposit.
- Perform regular daily, weekly and monthly customer service duties.
- Maintain a cash drawer to process client transactions.
- Handle large sums of cash accurately and efficiently. Maintain Cash Limits. Perform all phases of teller work.
- Achieve and maintain customer satisfaction through excellence in service delivery, follow up and problem resolution.
- Assist consumer and business customers in their selection of various accounts, products and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.
- Interview customers to obtain information; establish proper identification of new customers; determine need and extent of reference investigation.
- Assist management with business phone calls and client outreach as necessary to achieve budget goals.
- Prepare for audits.
- Alternate opening and closing branch with management.
- Maintain a working knowledge of the complete line of products and services offered. Take responsibility to keep up to date and request assistance for further development needs.
- Assist with any training or mentoring of the business banking staff as required.
- Travel to all branches, as required, within the assigned area. Travel to locations outside of your area may be required from time to time. (Orange County, Rockland County, Westchester County, Bronx)
- Perform all other duties assigned by management.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
