What are the responsibilities and job description for the Universal Banker I position at Queensborough National Bank and Trust Co.?
Job Summary
We are seeking a highly skilled and customer-focused individual to provide exceptional services to our clients in a professional and courteous manner. The successful candidate will be responsible for maintaining the confidentiality of our records and transactions while identifying financial needs and providing tailored solutions.
Key Responsibilities
- Conduct client conversations to understand their financial needs and preferences.
- Perform sales, service, and financial activities with all clients.
- Process regular transactions such as receiving and paying out money, verifying deposit amounts, and examining checks for endorsement and negotiability.
- Complete sales and referral activity documentation to track performance and target future sales efforts.
- Provide information on bank products and services that can enhance the banking relationship through client conversation.
- Receive checks and cash for deposit, issue negotiable items, and perform special tasks such as preparing official checks and processing cash advances.
- Assist with safe deposit box and accounting support, if applicable.
