Universal Banker (Float)

Job DetailsDescriptionProvides services to customers in a prompt, professional, and courteous manner while maintaining the confidentiality of the bank’s records and customer transactions. Educates customers about our sales and service delivery options and refers the appropriate products and services matching the clients’ needs based upon the client conversation. Also responsible for processing regular transactions, such as receiving and paying out money and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly, and accurate manner. Float positions are assigned to a home branch and will travel to other branches in the market as needed. This position will also require cross training as CSR and Head Teller.Essential Duties And ResponsibilitiesPerforms sales, service, and financial activities with all clientsConducts and completes client conversation with each client to identify financial needs and potential financial solutionsPerforms intermediate duties and support related to branch’s operational activities and financial servicesOffers information on bank products and services that can benefit the customer and enhance the banking relationship through the client conversationCompletes all sales and referral activity documentation to provide a record for performance tracking and assist in targeting future sales effortsReceives checks and cash for deposit, verifies deposit amounts, and examines checks for endorsement and negotiability, and issues negotiable itemsPerforms special tasks such as preparing official checks, processing cash advance, accepting loan payments, redeeming savings bonds, and scanning daily transactions with accuracyProvides safe deposit box accounting supportBusiness development with consumers and small business prospectsGenerates new business to assist in meeting branch and individual sales, service, and referral goalsAdheres to and completes all transactions in accordance with bank policies, procedures, and security measures to protect customers and avoid losses or penalties to the bankDemonstrates a positive and helpful attitude toward customers and teammates throughout the bankCross trains for dual functions within the branchAssists Branch Manager with other duties and assignments as requested or necessaryResponsible for compliance with all regulations, laws, and bank policies and procedures that pertain to day-to-day job responsibilitiesResponsible for maintaining a working knowledge of all compliance regulations pertinent to assigned duties by successful completion of any courses assigned on a timely basisResponsible for adherence to Queensborough’s Code of Professional Ethics and Conduct, as well as observing and promoting compliance with the Code among fellow bank personnel, customers, and vendors