What are the responsibilities and job description for the Customer Service Specialist - Banking position at Queensborough National Bank and Trust Co.?
Company Overview
The Queensborough National Bank and Trust Co. is a leading financial institution dedicated to delivering exceptional customer service and providing innovative banking solutions. As a Universal Banker I, you will play a vital role in maintaining the highest standards of professionalism and courtesy in serving our clients.
The Queensborough National Bank and Trust Co. is a leading financial institution dedicated to delivering exceptional customer service and providing innovative banking solutions. As a Universal Banker I, you will play a vital role in maintaining the highest standards of professionalism and courtesy in serving our clients.
- Engage in meaningful conversations with clients to comprehend their financial requirements and preferences.
- Execute various sales, service, and financial tasks with all clients, ensuring seamless interactions.
- Process routine transactions, including receiving and disbursing funds, verifying deposits, and scrutinizing checks for endorsement and negotiability.
- Document sales and referral activities to monitor performance and guide future sales endeavors.
- Offer valuable insights into bank products and services to foster deeper relationships with clients.
- Handle check and cash deposits, issue negotiable instruments, and complete specialized tasks like drafting official checks and processing cash advances.
- Provide assistance with safe deposit boxes and accounting support when necessary.
