Job Opportunity: Business Banker I

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Business Banker I

Title: Business Banker

Department: Branch Operations

FLSA Status: Non-Exempt

Reports to: Branch Manager, adjunct Branch Manager, Business Banker manager

Date: &nb sp; May 2023



General Summary :
The Business Banker is responsible for performing intermediate tasks and support related to branch operational activities and financial services; handles all teller transactional activity, processes all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical tasks; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The position of Business Banker also is required to be fully expertiseable and skilled in the areas of new account desk, teller, and safe deposit.

Essential tasks and Job Responsibilities:

»Provides support to all assigned areas of branch operations where service or assistance is needed, including platform area, teller line, and safe deposit.

»Perform regular daily, weekly and monthly customer service tasks.

»Maintain a cash drawer to process client transactions.

»Handle large sums of cash accurately and efficiently. Maintain Cash Limits. Perform all phases of teller work.

»To achieve and maintain customer satisfaction through excellence in service delivery, follow up and problem resolution.

»Assist consumer and business customers in their selection of various accounts, products and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.

»Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation.

»Assist management with business phone calls and client outreach as necessary to achieve budget goals.

»Prepare for audits.

»Alternate opening and closing branch with management.

»Maintains a working expertise of the complete line of products and services offered. Takes responsibility to keep up to date and request assistance for further development needs.

»Perform all other tasks assigned by management.

EDUCATION, CERTIFICATION, practice:
suitable education
Required: High School Diploma or GED
Preferred: Associates Degree
practice:
Required: Cash Handling practice and 1 Year Customer Service practice
Preferred: 2 Years Banking practice and 1 Year Sales practice.

expertise, expertise, ABILITIES:

»Required: Needs the capability to maintain a positive and professional attitude at all times. Accurately count currency, friendly and outgoing personality, good customer service expertise. Good decision making expertise. Must be able to make quick informed decisions and seek assistance when needed. Must be a team player and work well with co-workers and management. Must have the capability to work with minimal supervision. this job offer has a high level of confidentiality. this job offer has access to customer's financial information, accounts, security procedures and closing procedures. High levels of internal & external contact with the public and departments

»Preferred: this job offer also requires organization, the capability to work at a fast pace and perform multi-tasks, the expertise of the bank policies and procedures for the teller line & customer service, and good judgment expertise. An capability to handle change, stress and the pressures of everyday activity when multi-tasking and working at a fast pace.

WORK ENVIRONMENT:
Position is performed in a branch setting with some external business conduct.
Equipment Operations: Network System, Computer (various software programs), adding machine, office equipment.



Special Note:
External and internal candidates, as well as position incumbents, must be able to execute the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, discapability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to execute the essential functions of the job.
This job description in no way states or implies that these are the only tasks to be performed by an employee. Additional functions and requirements may be assigned by managers as deemed appropriate, located on the employee’s expertise, skill and capability as well as his/her mental and physical abilities.