What are the responsibilities and job description for the Business Banker Floater position at Orange Bank & Trust Company?
JOB DESCRIPTION
Title: Business Banker Floater
Department: Branch Operations
FLSA Status: Non-Exempt
Reports to: Branch Manager, Assistant Branch Manager, Business Banker Supervisor
Date: May 2021
General Summary:
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.
Essential Duties and Job 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.
- Assisting 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.
OTHER RESPONSIBILITIES
EDUCATION, CERTIFICATION, EXPERIENCE:
Education:
Required: High School Diploma or GED
Preferred: Associates Degree
Experience:
Required: Cash Handling Experience and 1 Year Customer Service Experience
Preferred: 2 Years Banking Experience and 1 Year Sales Experience.
KNOWLEDGE, SKILLS, ABILITIES:
- Required: Needs the 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
- Preferred: This position also requires organization, the ability to work at a fast pace and perform multi-tasks, the knowledge of the bank policies and procedures for the teller line & customer service, and good judgment skills. An ability to handle change, stress and the pressures of daily activity when multi-tasking and working at a fast pace.
WORK ENVIRONMENT:
Position is performed in a branch setting with some external business conduct.
Equipment Operations: Network System, Computer (various software programs), adding machine, office equipment.
PHYSICAL DEMANDS:
