Universal Banker (Float)

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
• Completes all sales and referral activity documentation to provide a record for performance tracking and assist in targeting future sales efforts
• Processes regular transactions such as receiving and paying out money, keeping records of money and negotiable instruments involved in financial transactions, and examining checks for endorsement and negotiability
• Issues negotiable items with accuracy
• Prepares official checks, processes cash advances, accepts loan payments, redeems savings bonds, and scans daily transactions
• Generates new business to assist in meeting branch and individual sales, service, and referral goals
• Provides safe deposit box accounting support
• Engages in business development with consumers and small business prospects
• Affirms 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

Compliance

• 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
• Maintains a working knowledge of all compliance regulations pertinent to assigned duties by successful completion of any courses assigned on a timely basis
• Adheres to Queensborough’s Code of Professional Ethics and Conduct, as well as observes and promotes compliance with the Code among fellow bank personnel, customers, and vendors