Universal Banker - Business Banker

Overview

Universal Banker - Business Banker role at Orange Bank & Trust Company. The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services; handles teller transactions, processes new account transactions, assists customers in selecting accounts and financial services, cross-sells bank products and services, opens, maintains, and closes account types, performs branch clerical duties, and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The position requires knowledge and skills in the areas of new account desk, teller, and safe deposit.

Essential Duties and Responsibilities

• Provide 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 and handle large sums of cash accurately and efficiently; maintain cash limits and perform all phases of teller work.
• Aim to achieve and maintain customer satisfaction through excellence in service delivery, follow-up, and problem resolution.
• Assist consumer and business customers in selecting accounts, products, and financial services; ensure cross-sell opportunities are presented using professional sales techniques.
• Interview customers to obtain information, establish proper identification of new customers, and determine the need and extent of reference investigations.
• Assist management with business phone calls and client outreach to achieve budget goals.
• Prepare for audits and alternate opening and closing of the branch with management.
• Maintain a working knowledge of the complete line of products and services; stay up to date and seek assistance for further development needs.
• Perform all other duties assigned by management.

Education, Certification, Experience

Knowledge, Skills and Abilities

Work Environment

Position is performed in a branch setting with some external business conduct. Equipment includes network systems, computers, office equipment.

Salary and Benefits

The salary will be determined by factors including experience, knowledge, skills, and geographic location. Equal Employment Opportunity : Orange Bank & Trust Company is an equal opportunity employer and will not discriminate on any legally protected basis. Upon request, reasonable accommodations are available for individuals with disabilities during the application process or to perform essential job functions.

Important Notes

This job description does not state or imply that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee's knowledge, skill, and ability as well as mental and physical capabilities.

J-18808-Ljbffr