Universal Banker-Float

Sales and service

• Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services.

• Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs.

• Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts.     

• Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.

• Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns.

• Assist client with loan application for personal/retail consumer needs and “handing off” the processing of these applications to the appropriate associate.