Floating Branch Banking Specialist
Tompkins Bank & Trust · Ithaca, NY · 1 mo ago
On-siteFinance$23/hrFull-time
Responsibilities
- Travel between branches to support the teller line and/or platform when staffing levels are below standard.
- Greet and assist each customer in a friendly and courteous manner.
- Serve Bank Customers At An Assigned Teller Station By Processing a Variety Of Transactions Quickly And Accurately, Including, But Not Limited To, The Following:
- Accept and process deposit transactions.
- Cash checks and process withdrawal transactions within approved authority and operating policy, ensuring proper identification is obtained to verify sufficient funds are available.
- Accept and process utility payments, all types of loan payments, credit card payments, and other related payments.
- Sell Official Checks and Money Orders.
- Redeem Savings Bonds.
- Issue approved cash advances on Bank accepted credit cards.
- Transfer funds between accounts as required.
- Prepare daily settlement and proof of cash transactions; balances cash drawer accurately, quickly and efficiently on a daily basis.
- Prepare daily work for delivery to the Proof Department.
- Balance general ledger and demand deposit account to the paying and receiving function.
- Prepare and review reports relating to the function, e.g. Currency Transaction Reports (CTRs), Bank Secrecy Reports, etc.
- Process night deposit, mail deposit, ATM deposit and courier deposit transactions.
- Maintain an approved level of cash, sell excess cash and/or mutilated cash when appropriate.
- Balance and/or service ATM machines when necessary.
- If necessary, team members may be required to float to other branches to meet business needs.
- Perform a variety of duties to support the consumer service functions of the branch, including:
- Complete the documentation and performs point-of-sale processing on all types of new accounts, e.g. loans, deposits, etc.
- Provide support to branch customer service personnel engaged in establishing quantitative customer service and sales objectives on an annual basis as warranted.
- Provide assistance, as requested, to branch customer service personnel involved in soliciting new business from present and prospective customers.
- Provide customer service information on a timely basis in order that this information may be included as part of monthly and year-to-date performance reports.
- Serve as a member of the branch sales team with shared responsibility for reaching branch sales goals and full responsibility for meeting individual sales goals.
- Maintain a thorough knowledge of the features and benefits of all bank products and services in order to ascertain customer needs and to participate in selling in conjunction with these needs.
- Provide direct services to customers of the Bank with respect to deposit products and services.
- Assist customers in obtaining specialized services from other bank departments as necessary.
- Maintain an awareness of new business opportunities with customers.
- Keep abreast of new products and rate information.
- Communicate with the unit supervisor(s), and appropriate staff personnel in order to integrate activities.
- Cookice specific work tasks with other personnel within the unit as well as with other units and/or departments in order to ensure the smooth and efficient flow of information.
- Work Saturdays and evenings as required; open and close the branch as required.
- Report pertinent information to the immediate supervisor as requests, or according to an established schedule.
Qualifications
- A High School Diploma or GED.
- A minimum of one (1) year experience in a cash handling and/or customer service position is normally required, with some experience as a Customer Service Representative.
- Active Nationwide Multistate Licensing System and Registry (NMLS) registration, or the ability to secure registration upon hire, and is contingent upon successful completion of a credit report review as part of the process.
- Moderate reading, writing and grammar skills, proficient accounting, analytical and mathematics skills.
- Proficient PC skills.
- Proficient interpersonal relations, communicative and sales skills.
Pay
Pay Range: USD $23.00 - USD $26.00 /Hr.