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Tompkins Financial

Community banking wealth and insurance

Floating Branch Banking Specialist

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeIthaca, NY, USA

About the Job

Requirements

  • A high school diploma or GED is required.
  • At least one year of experience in cash handling and/or customer service is normally required, including some experience as a Customer Service Representative.
  • Active Nationwide Multistate Licensing System and Registry registration, or the ability to secure registration upon hire, is required and is contingent on successful completion of a credit report review.
  • Moderate reading, writing, and grammar skills are required.
  • Proficient accounting, analytical, and mathematics skills are required.
  • Proficient personal computer skills are required.
  • Proficient interpersonal relations, communication, and sales skills are required.
  • Must work Saturdays and evenings as required and open and close the branch as required.

Responsibilities

  • Travel between branches to support teller-line and/or platform functions when staffing levels are below standard.
  • Greet and assist each customer in a friendly and courteous manner.
  • Serve bank customers at an assigned teller station by processing transactions quickly and accurately.
  • Accept and process deposit transactions.
  • Cash checks and process withdrawals within approved authority and operating policy, obtaining proper identification and verifying sufficient available funds.
  • Accept and process utility payments, loan payments, credit card payments, and other related payments.
  • Sell official checks and money orders.
  • Redeem savings bonds.
  • Issue approved cash advances on bank-accepted credit cards.
  • Transfer funds between accounts as required.
  • Prepare daily settlement and proof of cash transactions and balance the cash drawer accurately each day.
  • Prepare daily work for delivery to the Proof Department.
  • Balance the general ledger and demand deposit account to the paying and receiving function.
  • Prepare and review function-related reports, including Currency Transaction Reports and Bank Secrecy Reports.
  • Process night, mail, ATM, and courier deposit transactions.
  • Maintain an approved level of cash and sell excess or mutilated cash when appropriate.
  • Balance and/or service ATM machines when necessary.
  • Float to other branches as needed to meet business needs.
  • Complete documentation and perform point-of-sale processing for new accounts, including loans and deposits.
  • Support branch customer service personnel in establishing quantitative customer service and sales objectives as warranted.
  • Assist branch customer service personnel in soliciting new business from current and prospective customers.
  • Provide customer service information in a timely manner for monthly and year-to-date performance reports.
  • Serve as a member of the branch sales team, sharing responsibility for branch sales goals and holding full responsibility for individual sales goals.
  • Maintain thorough knowledge of bank products and services to identify customer needs and participate in selling appropriate products and services.
  • Provide customers with direct services related to the bank's deposit products and services.
  • Assist customers in obtaining specialized services from other bank departments as necessary.
  • Maintain awareness of new business opportunities with customers.
  • Keep abreast of new products and rate information.
  • Communicate with unit supervisors and appropriate staff to integrate activities.
  • Coordinate work tasks with personnel within the unit and with other units or departments to ensure smooth and efficient information flow.
  • Report pertinent information to the immediate supervisor as requested or according to an established schedule.

About the Company

Tompkins Financial

Community banking wealth and insurance

Tompkins Financial is a financial holding company for community banking, wealth-management, and insurance businesses. Local relationship teams operate with shared risk, technology, finance, compliance, and corporate capabilities. Its regional affiliates provide deposit, lending, investment, trust, planning, and insurance services to households and organizations. The profile is Tompkins Financial and its affiliated operating companies in New York and Pennsylvania. Roles span branch banking, lending, wealth, insurance, operations, technology, risk, and professional support.

Company size
1-10
Company stage
IPO
Headquarters
Ithaca, NY
Founded
1836

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