Business Banker

Company: Orange Bank & Trust Company
Location: Montgomery
Posted on: April 2, 2026

Job Description:

Title: Business Banker - Montgomery Department: Branch Operations FLSA Status: Non-Exempt Reports to: Branch Manager, Assistant Branch Manager, Business Banker II Date: March 2026 Orange County , NY Salary Range: $19.00 - $25.00/hour depending on experience General Summary : The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services; 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 branch clerical duties; promoting business for the Bank by maintaining good customer relations and 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 desk, teller, and safe deposit. Essential Duties and Job Responsibilities: Provides support to all assigned areas of branch operations where service or assistance is needed, including platform area, teller line, and safe deposit. Assist consumer and business customers in their selection of various accounts, products and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques. Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation. Assist management with business calls and budget goals. Prepare for audits. Perform regular daily, weekly and monthly customer service duties. Handle large sums of cash accurately and efficiently. Maintain Cash Limits. To achieve and maintain customer satisfaction through excellence in service delivery, follow up and problem resolution. Alternate opening and closing branch with management. Mentor and train new Business Bankers. Assist teller staff when needed including and not limited to finding differences. 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. Perform all other duties assigned by management. OTHER RESPONSIBILITIES EDUCATION, CERTIFICATION, EXPERIENCE: Education: Required: High School Diploma or GED Preferred: Associates Degree Experience: Required: 2 Years Banking Experience and 1 Year Sales Experience. Preferred: 3 Years Banking Experience and 2 Year Sales Experience. KNOWLEDGE, SKILLS, ABILITIES: Required: Needs the ability to maintain a positive and professional attitude at all times. Accurately count currency, friendly and outgoing personality, good customer service skills. Good decision making skills. Must be able to make quick informed decisions and seek assistance when needed. Must be a team player and work well with co-workers and management. Must have the ability to work with minimal supervision. This position has a high level of confidentiality. This position has access to customer's financial information, accounts, security procedures and closing procedures. High levels of internal & external contact with the public and departments Preferred: This position also requires organization, the ability to work at a fast pace and perform multi-tasks, the knowledge of the bank policies and procedures for the teller line & customer service, and good judgment skills. An ability to handle change, stress and the pressures of daily activity when multi-tasking and working at a fast pace. WORK ENVIRONMENT: Position is performed in a branch setting with some external business conduct. Equipment Operations: Network System, Computer (various software programs), adding machine, office equipment. PHYSICAL DEMANDS : Special Note: External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances. Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job. This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, gender identity, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances. Orange Bank & Trust Company is also committed to providing reasonable accommodations to qualified individuals so that an individual can perform their job related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact Human Resources at 845-341-5000.

Keywords: Orange Bank & Trust Company, Hoboken , Business Banker, Accounting, Auditing , Montgomery, New Jersey