Universal Banker; Float

Description

Provides 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 to match client needs based on the conversation.

Also responsible for processing regular transactions—including receiving and paying out money, recording money and negotiable instruments in financial transactions—in an efficient, friendly, and accurate manner. Float positions are assigned to a home branch and may require travel to other branches as needed. This position requires cross‑training as a Customer Service Representative and Head Teller.

• Perform sales, service, and financial activities with all clients.
• Conduct and complete client conversations to identify financial needs and potential solutions.
• Perform intermediate duties and support related to branch operational activities and financial services.
• Offer information on bank products and services that benefit the customer and enhance the banking relationship.
• Complete all sales and referral activity documentation for performance tracking and future sales efforts.
• Receive checks and cash for deposit, verify amounts, examine checks for endorsement and negotiability, and issue negotiable items.
• Perform special tasks such as preparing official checks, processing cash advances, accepting loan payments, redeeming savings bonds, and scanning daily transactions with accuracy.
• Provide safe deposit box accounting support.
• Business development with consumers and small‑business prospects.
• Generate new business to assist in meeting branch and individual sales, service, and referral goals.
• Adhere to and complete all transactions in accordance with bank policies, procedures, and security measures to protect customers and avoid losses or penalties.
• Cross‑train for dual functions within the branch.
• Assist the Branch Manager with other duties and assignments as requested or necessary.
• Ensure compliance with all regulations, laws, and bank policies and procedures that pertain to day‑to‑day job responsibilities.
• Maintain a working knowledge of all compliance regulations pertinent to assigned duties by successfully completing any required courses on a timely basis.
• Adhere to Queensborough’s Code of Professional Ethics and Conduct, and promote compliance with the code among fellow bank personnel, customers, and vendors.