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Axiom Bank, N.A.

Float Banker

Axiom Bank, N.A., Winter Park, Florida, United States, 32792

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Overview

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Float Banker

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Axiom Bank, N.A. 1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. VETERANS PREFERENCE General Responsibilities Attention to detail, and a proven ability to build rapport and trust with prospective customers are critical to success in the Relationship Banker position. The Relationship Banker is positioned to meet all customer needs including opening new accounts, processing teller transaction, upselling additional products or services and acting as a resource for problem solving or education. A key expectation is providing a customer experience that exceeds expectations. The Relationship Banker also plays a critical role in ensuring that branch operations adhere to security, compliance and audit standards.

Key Responsibilities And Accountabilities

The Relationship Banker's Key Accountabilities include, but are not limited to the following:

Achieves sales goals by identifying and cross-selling products and services beneficial to customers

Listen carefully to customers' needs to determine appropriate product and services.

Identify new banking customers and grow relationships with existing customers through social interactions within the store along with outbound calls, marketing displays and other prospecting techniques

Provides exceptional customer service in an accurate and expedient manner that satisfies the individual needs of each customer and builds loyalty to the Bank

Enhances customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging, and developing professional relationships with customers and retail store partners

Practices branch security procedures and protects customer confidentiality and privacy

Processes a variety of customer transactions accurately and adherence to bank policies and regulations. Transactions include, but not limited to cashing checks, processing deposits and withdrawals, and issuing monetary instruments

Performs opening, closing, and other branch servicing duties such as cash balancing, maintaining and servicing automated teller machines, and cleaning work areas.

Follows company policies as directed to assure proper records are maintained and losses prevented

Brings a professional image to customers and co-workers and be able to respond appropriately to direction and feedback

Contributes to a positive and respectful work atmosphere

Supervision of Personnel

None

Working Conditions

Typically, an in-store environment. Ability to work in a small area, and interact face-to-face with customer over a four-foot counter for an extended period of time. Ability to occasionally lift boxes of coin and money drawers weighing up to 30 lbs. Ability to occasionally retrieve and replace safe deposit boxes weighing up to 30 lbs., height up to 6 feet. Ability to reach over counter to help customers. Ability to reach upper cabinets for supplies. Ability to access facility. Ability to move through retail store to speak with customers. Ability to operate and read computer terminal screen. Employer will conduct a background check, drug test/screening and Motor Vehicle Record check. Must provide self transportation.

Travel

Occasional travel to other branches or corporate

Qualifications Summary

Education

HS Diploma or equivalent.

Experience

One year of banking experience required, two years' work experience in retail with one year being direct customer service experience preferred.

Knowledge and Skills

Basic math proficiency and aptitude-ability to add, subtract, multiply and divide in order to help customers with their transaction, and balance teller drawer

Basic PC skills (Word, Excel and email); and ability to learn to use the Bank's core system to process teller transactions, look-up customer accounts, and troubleshoot the equipment when problems occur

Ability to read utilize information from memoranda, instructions, forms, and applications

Write in a clear, concise manner in order to compose memoranda and complete various bank documents and forms

Interpersonal skills and the ability to present info

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales Industries: Banking

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