Universal Banker / Floater

Title : Business Banker Floater

Department : Branch Operations

FLSA Status : Non-Exempt

Reports to : Branch Manager, Assistant Branch Manager, Business Banker Supervisor

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. The Business Banker Floater is responsible for floating to all of our locations as needed, primarily in Westchester and the Bronx, but occasionally Orange County as well.

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.

EDUCATION, CERTIFICATION, EXPERIENCE :

Education :

Required : High School Diploma or GED

Preferred : Associates Degree

Experience :

Required : Must have a minimum of 1 year experience working in a branch as a Teller / Universal Banker. Cash Handling Experience and 1 Year Customer Service Experience

Preferred : 2 Years Banking Experience and 1 Year Sales Experience.

KNOWLEDGE, SKILLS, ABILITIES :

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.

Special Note :

External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.

Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.

This job description in no way states or implies 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 his / her mental and physical abilities.