Business Banker / Teller - Floater

Business Banker Floater – Branch Operations The Business Banker Floater is responsible for performing intermediate duties and support related to branch operational activities and financial services. They handle all teller transactional activity, process all new account transactions, assist customers in selecting various accounts and financial services, cross‑sell the bank’s products and services, open, maintain and close all account types, and refer customers to appropriate staff for new services. The position requires full knowledge and skill in new account opening, teller, and safe deposit operations. Essential Duties & Responsibilities Travel to all assigned branches within the area (Orange County, Rockland County, Westchester County, Bronx); occasional travel outside the area may be required. Provide support to all assigned areas of branch operations, including platform area, teller line and safe deposit. Deliver service to internal and external customers to resolve account service issues and achieve customer satisfaction through excellence in service delivery, follow‑up, and problem resolution. Execute financial transactions in accordance with bank policies and procedures, maintain a cash drawer, handle large sums of cash accurately, and perform all phases of teller work. Assist consumer and business customers in selecting accounts, products and financial services; present cross‑sell opportunities using professional sales techniques. Interview customers, obtain information, establish proper identification for new customers, and determine the need and extent of reference investigation. Prepare for audits, alternate opening and closing of branches with management. Maintain a working knowledge of the full line of products and services offered; keep up to date and seek assistance for development needs. Help with training and mentoring of business banking staff as required. Adhere to operational controls, including legal, corporate and regulatory procedures to ensure the safety and security of customer and bank assets. Appropriately assess risk when making business decisions, demonstrate consideration for the firm’s reputation, safeguard client assets by driving compliance with applicable laws, rules and regulations, apply sound ethical judgement, and report control issues with transparency. Perform all other duties assigned by management. Education, Certification, Experience Required: High School Diploma or GED. Preferred: Associate’s Degree. Required experience: Cash handling experience and 1 year of customer service experience. Preferred experience: 2 years of banking experience and 1 year of sales experience. Knowledge, Skills & Abilities Maintain a positive and professional attitude; accurate currency counting; friendly and outgoing personality; good customer service, decision making and teamwork skills. Work independently with minimal supervision; maintain confidentiality of customer financial information and asset protection procedures. Organized, able to work at a fast pace and handle multi‑tasks; strong judgment, ability to handle change, stress and daily pressures. Knowledge of banking industry regulations, internal processes, controls and workflows, especially in loan operations and commercial closings. Apply regulatory and policy requirements when making decisions and maintain excellent written and verbal communication skills. Work Environment Flexibility to work additional hours, including nights, weekends and holidays as required. Low to moderate noise level. High volume of in‑person and telephone interactions. Fast‑paced environment with occasional job stress. Physical Demands Require prolonged sitting, speaking, hearing, and moving as needed. Use computer, telephone and standard office equipment skillfully. Travel between all bank locations and occasionally outside to attend meetings and training. Occasional lifting or moving up to 20 pounds. #J-18808-Ljbffr Orange Bank & Trust Company