Walden Savings Bank

  • Relationship Banker

    Job Locations US-NY-Cornwall on Hudson
    Job ID
    2018-1175
    Category
    Retail Delivery / Relationship Banker
    Type
    Regular Full-Time
  • Overview

    Position Summary:

     

    Responsible to fulfill multiple branch functions including teller and platform services. Oversees teller operations, maintains records of vault, teller cash balances and general ledger accounts. Provides exceptional customer service, such as opening of accounts and assisting customer inquiries of bank products. Utilizes the Walden Savings Bank Sales and Service Model to identify cross-sell opportunities and refer customers to appropriate business partners. Assists Management with the ongoing training and development of teller staff.

     

    Responsibilities

    Major Duties & Responsibilities:

     

    • Provides a complete range of branch services, including opening new loans and accounts, processing teller transactions and cross selling bank products and services. Gathers customer information utilizing the needs based sales approach.
    • Works with branch management to ensure tellers are in compliance with regulations, policies, procedures and branch security. Enforces the security program monitoring cash levels, teller differences and outstanding cash items.
    • Ensures accurate processing of transactions including savings, loan and checking. Including but not limited to wire transfers, stop payment requests, savings bond transactions, cash advances and safe deposit box payments. Performs a higher level of services including complex transactions and customer inquiries.
    • Responsible for daily, monthly and quarterly branch proof. Assist teller staff in locating discrepancies as needed.
    • Remains up to date on product knowledge, bank services, policies, practices and procedures.
    • Promotes products and services by referring customers to appropriate business partners based on customer needs and captures interactions using our customer relations management software This includes but is not limited to loan, business and investment services. Assist supervisors in sales activities and research.
    • Works with branch management to provide on-the-job training for tellers including product knowledge, sales, service and compliance. Conducts weekly huddles with the teller staff.

     

    Qualifications

    Education & Experience:

    • High school diploma or equivalent.
    • 2-3 years’ experience in the teller function, as well as sales experience, particularly in cross-marketing products and services.

     

    Knowledge, Skills, & Abilities:

    • Excellent sales, interpersonal and communication skills.
    • Good understanding of financial products and services.
    • Excellent attention to detail, computer and organizational skills.
    • Ability to recognize customer needs in order to refer products.
    • Leadership and employee development skills.

     

    LIMITATIONS AND DISCLAIMER

    The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.

    All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities.  Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

    This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position.  Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.

    Requirements are representative of minimum levels of knowledge, skills and/or abilities.  To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently.  Continued employment remains on an “at-will” basis.

     

     

     

    Options

    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed