Universal Banker - White Plains, United States - Orange Bank & Trust Company

Description

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.
• 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.

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 mínimal 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:


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.

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.