BankNewport · 1 day ago
Float Teller
BankNewport is a retail banking institution seeking a Float Teller to serve as a sales-solution, service, and transaction provider for consumer and business customers. The role involves engaging in financial conversations, processing transactions, and meeting sales goals while providing exceptional customer service across multiple locations.
FinanceVenture CapitalFinancial Services
Responsibilities
Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers
Provides a best-in-class customer experience by accurately processing transactions and new account openings in a timely and professional manner
Proactively conducts financial conversations with customers to identify banking needs. Uses discovery techniques to match needs with BankNewport solutions
Meet individual and branch sales goals by maximizing each customer interaction and through proactive prospecting activities such as reviewing customer profiles, outbound calling, and community activities. Fully understands and participates in the Retail Incentive Plan
Markets a full range of consumer and small business banking services to existing customers and prospects
Opens consumer & small business accounts, originates and closes loans, performs maintenance changes to existing accounts, answers customer questions and resolves account related problems
Fully adopt and utilize the customer relationship management system and on-boarding process to provide exceptional internal & external customer experiences
Demonstrates ownership of any customer problem or request by utilizing available resources and following up to ensure effective resolution and customer satisfaction
Demonstrates expert Digital Banking knowledge and proficiency. Advise customers on all bank delivery channels and services such as ATM/PTM functionality and digital banking services including mobile banking, bill pay, Zelle, and other services
Adhere to all bank policies and procedures, audit, regulatory and security guidelines
Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to internal and external customers
A Relationship Banker may be asked to fulfill certain supervisory responsibilities by the Branch Sales Manager and/or Branch Operations Manager. These responsibilities include – opening and closing the branch, vault cash, performing quarterly audits, supervisor overrides, and service charge reversals. The ideal candidate must have an overall performance rating of 3 or above while exhibiting sound judgement. This designation of responsibilities allows the Relationship Banker the opportunity to develop into the Sr. Universal Banker as applicable
Processes and settles ATM work or Vault cash as needed
Provides flexibility of coverage during branch hours of operation and at other branches as needed
Performs related and unrelated duties as may be needed
Qualification
Required
1-2 year experience as a teller, banker, or equivalent retail sales or banking experience required; customer service experience and needs-based banking sales preferred
At least 6 months cash handling experience
Must be proficient with technology and digital banking services; Microsoft Office, specifically word and excel and possess familiarity with technical devices including tablets and smartphones
Must have excellent customer service, communications, problem solving and organizational skills
Must be able to handle multiple tasks simultaneously
Must attend and successfully complete trainings related to position
Must be a team player
Travel independently to the position's primary work location, other bank properties and work-related activities or events at locations outside the Bank
Effectively communicate and exchange accurate information and ideas so others will understand
Independently operate a computer and other office machinery, such as a calculator, copy machine, printer and software programs related to the position needed to complete the primary functions
Sit or stand at a workspace and use a computer or other equipment for prolonged periods of time
Meet the work schedule requirements for physically working in the branch during normal business hours to effectively meet business needs
Move office items weighing up to 35 pounds
Company
BankNewport
BankNewport is a banking firm offering personal and business banking products and services in Rhode Island.
Funding
Current Stage
Growth StageRecent News
Providence Business News
2026-02-12
Providence Business News
2025-12-10
Providence Business News
2025-12-04
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