Business Banker​/Teller - Floater

Title

Business Banker Floater

Branch Operations

Non-Exempt

Branch Service Manager

12-2025

The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services; handles all teller transactional activity, processes all new account transactions; assisting customers in their selection of various accounts and financial services; cross‑selling the Bank's products and services; opening, maintaining and closing of all account types; performing referring customers to appropriate staff for new services.

The position of Business Banker also is required to be fully knowledgeable and skilled in the areas of new account opening, teller, and safe deposit.

• Travel to all branches, as required, within the assigned area. Travel to locations outside of your area may be required from time to time. (Orange County, Rockland County, Westchester County, Bronx)
• Provides support to all assigned areas of branch operations where service or assistance is needed, including platform area, teller line, and safe deposit.
• Provide service delivery to internal/external customers to resolve account service issues.
• To achieve and maintain customer satisfaction through excellence in service delivery, follow up and problem resolution.
• Execute financial transactions in accordance with bank policies and procedures.
• Maintain a cash drawer to process client transactions.
• Handle large sums of cash accurately and efficiently. Maintain Cash Limits. Perform all phases of teller work.
• Assist consumer and business customers in their selection of various accounts, products and financial services available from the Bank; ensure cross‑sell opportunities are presented by applying professional sales techniques.
• Interview customers to obtain information; establish proper identification of new customers; determine need and extent of reference investigation.
• Prepare for audits.
• Alternate opening and closing branch with management.
• Maintains a working knowledge of the complete line of products and services offered. Takes responsibility to keep up to date and request assistance for further development needs.
• Assist with any training or mentoring of the business banking staff as required.
• Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding of Orange Bank & Trust, its clients assets, by driving compliance with applicable laws, rules and regulations. Adhere to policy and procedures, apply sound ethical judgement regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
• Perform all other duties assigned by management.

• Required:
  
  High School Diploma or GED
• Preferred:
  Associates Degree

• Required:
  
  Cash Handling Experience and 1 Year Customer Service Experience
• Preferred: 2 Years Banking Experience and 1 Year Sales Experience.

• Required:
  
  Maintain a positive and professional attitude at all times, accurately count currency, friendly and outgoing personality, good customer service skills, good decision‑making skills, quick informed decision making, seek assistance when needed, teamwork, work well with co‑workers and management, ability to work with minimal supervision. Handle high level of confidentiality and access to customer financial information, accounts, security procedures and closing procedures.
  
  High levels of internal & external contact with the public and departments.
• Preferred:
  Organization, ability to work at a fast pace and perform multi‑tasks, knowledge of bank policies and procedures for teller line & customer service, good judgment skills, ability to handle change, stress, and pressure of daily activity when multitasking.

• Knowledge of banking industry regulations as well as internal…