Universal Banker (Float)

Queensborough National Bank and Trust Co.; Augusta (GA); On-site; USD 40,000 - 52,000; Full time

Job summary

Queensborough National Bank and Trust Co. in Augusta, GA seeks a flexible CSR/Head Teller to serve customers promptly and accurately while safeguarding confidential information.

The role travels across branches, handles deposits and withdrawals, and supports teller operations, sales referrals, and compliance with bank policies. Cross training as CSR and Head Teller, assisting Branch Manager, and developing new business while meeting service and sales goals will be expected.

Qualifications

• Customer service oriented
• Cash handling and transaction accuracy
• Sales and referral awareness

Responsibilities

• Perform sales, service, and financial activities with clients
• Process deposits/withdrawals and verify amounts
• Cross-train as CSR and Head Teller across branches
• Generate referrals and documentation for performance tracking
• Assist Branch Manager and maintain compliance with bank policies

Job description

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 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."

• Performs sales, service, and financial activities with all clients
• Conducts and completes client conversation with each client to identify financial needs and potential financial solutions
• Performs intermediate duties and support related to branch’s operational activities and financial services
• Offers information on bank products and services that can benefit the customer and enhance the banking relationship through the client conversation
• Completes all sales and referral activity documentation to provide a record for performance tracking and assist in targeting future sales efforts
• Receives checks and cash for deposit, verifies deposit amounts, and examines checks for endorsement and negotiability, and issues negotiable items
• Performs special tasks such as preparing official checks, processing cash advance, accepting loan payments, redeeming savings bonds, and scanning daily transactions with accuracy
• Business development with consumers and small business prospects
• Generates new business to assist in meeting branch and individual sales, service, and referral goals
• Adheres to and completes all transactions in accordance with bank policies, procedures, and security measures to protect customers and avoid losses or penalties to the bank

Job Details

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 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 Responsibilities

• Performs sales, service, and financial activities with all clients
• Conducts and completes client conversation with each client to identify financial needs and potential financial solutions
• Performs intermediate duties and support related to branch’s operational activities and financial services
• Offers information on bank products and services that can benefit the customer and enhance the banking relationship through the client conversation
• Completes all sales and referral activity documentation to provide a record for performance tracking and assist in targeting future sales efforts
• Receives checks and cash for deposit, verifies deposit amounts, and examines checks for endorsement and negotiability, and issues negotiable items
• Performs special tasks such as preparing official checks, processing cash advance, accepting loan payments, redeeming savings bonds, and scanning daily transactions with accuracy
• Provides safe deposit box accounting support
• Business development with consumers and small business prospects
• Generates new business to assist in meeting branch and individual sales, service, and referral goals
• Adheres to and completes all transactions in accordance with bank policies, procedures, and security measures to protect customers and avoid losses or penalties to the bank

Demonstrates a positive and helpful attitude toward customers and teammates throughout the bank

• Cross trains for dual functions within the branch
• Assists Branch Manager with other duties and assignments as requested or necessary
• Responsible for compliance with all regulations, laws, and bank policies and procedures that pertain to day-to-day job responsibilities
• Responsible for maintaining a working knowledge of all compliance regulations pertinent to assigned duties by successful completion of any courses assigned on a timely basis
• Responsible 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