Universal Banker - Business Banker Floater

Orange Bank & Trust - Middletown, NY

Middletown, NY

Credit Intermediation and Related Activities

About the position

The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services; handles all teller transactional activity, processes all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The position of Business Banker also is required to be fully knowledgeable and skilled in the areas of new account desk, teller, and safe deposit.

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.
• To 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.
• Interviews customers to obtain information; establishes proper identification of new customers; determines 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.
• Maintains a working knowledge of the complete line of products and services offered. Takes responsibility to keep up to date and request assistance for further development needs.
• Perform all other duties assigned by management

Requirements

• High School Diploma or GED
• Cash Handling Experience
• 1 Year Customer Service Experience

Nice-to-haves

• Associates Degree
• 2 Years Banking Experience
• 1 Year Sales Experience