Municipal Banking and Cash Management FSR at Bank of Greene County

Village of Catskill, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

01 May, 26

Salary

26.0

Posted On

31 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Municipal Bond Research, Underwriting, Cash Management, Account Origination, Customer Service, System Queries, Preliminary Underwriting Data, Pre-purchase Analysis, Investment Portfolio Review, Regulatory Compliance, Account Maintenance, Online Banking Support, Issue Resolution, Referral Opportunities, Confidentiality, Notary Licensing

Industry

Banking

Description

Description Municipal Banking Associate DEPARTMENT: Municipal Banking LOCATION: 425 Main Street Catskill, NY 12414 REPORTS TO: AVP, Municipal Banking SUPERVISES: None GRADE: 11 FLSA: Non Exempt PAY RANGE: $22 - $26 per hour commensurate on education and experience POSITION SUMMARY: The Municipal Banking Associate is the primary front-line representative responsible for researching, analyzing and underwriting municipal bonds. In addition to bond work, the Associate will be creating a welcoming environment for customers by providing account and service origination and maintenance to new and existing customers in person and customer inquiries by phone. The Associate will provide support and assistance to staff and officers of the Municipal department. MAJOR DUTIES & RESPONSIBILITIES: Assists the Municipal Banking department with daily supervision and support of the department’s activity. Write, or review, system queries and/or periodic reports for team members or department. Collect and compile a list of municipal bond sales for the future sales. These lists would require producing preliminary underwriting data necessary for bid selection and data to support underwriting. Produce pre-purchase analysis on all municipal bonds purchased by the bank or commercial bank. Additionally, on all municipal investment securities a quarterly and annual review will be performed in conjunction and as outlined by the investment policy. Review of investment bond portfolio. Provide assistance as requested during audits and exams. Become familiar with Municipal and retail banking regulations and responsibilities related to each. Strong knowledge of banking products for Municipal services to effectively assist customers’ needs in opening accounts and required documentation. Service customers by opening new accounts, performing account maintenance, assist with online banking issues/questions, Magic Wrighter maintenance and support, credit card applications, and credit card processing support. Research and resolve customer issues, acting as the customer liaison between other bank departments when necessary. Maximize selling and referral opportunities within Department. Provide excellent customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees. Maintain the highest level of confidentiality with all information obtained. Assist Department with the review and maintenance of internal control logs and daily and monthly reports. Contribute to the fulfillment of the Department and Bank’s objectives and goals. Actively participate in training programs to maintain and acquire additional knowledge and skills. Acquire New York State Notary Licensing. Other duties as assigned. Requirements EDUCATION & EXPERIENCE: Bachelor’s Degree - business or finance preferred; or equivalent work experience in a related field Minimum of two years cash handling experience, prior banking experience preferred Good interpersonal, communication and computer skills Knowledge of computer operation and the ability to utilize the Bank’s software Must show initiative, reliability and team oriented attitude Strong ability to conduct relationships with customers that will enhance the overall marketing effort of the bank Detailed oriented, strong organizational skills and high degree of accuracy PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. COMPLIANCE STATEMENTS: EQUAL OPPORTUNITY AND AFFIRMATIVE ACTION EMPLOYER Bank of Greene County is a federal contractor and an equal opportunity and affirmative action employer that provides equal employment opportunity in all employment-related matters, including hiring, training, promotion, compensation, benefits, transfers and other personnel actions, without regard to race (including traits historically associated with race), color, national origin, age, religion, sex, sexual orientation, gender identity or expression, the status of being transgender, disability, genetic information, predisposition and carrier status, military or veteran status, marital and familial status, the status of being a victim of domestic violence, employee’s or a dependent’s reproductive health decision making (including, but not limited to, a decision to use or access a particular drug, device or medical service), known relationship or association with any member of a protected class, and any other characteristic protected by applicable law. BANK SECRECY ACT (BSA) Before assuming any duties, each employee will be trained in the proper filing and logging procedures for large currency transactions and the sale of monetary instruments. Each employee will immediately report suspicious currency transactions or activity to their immediate supervisor or the BSA Officer. All employees will become familiar with how their customers handle their accounts and will report any transactions that are not within the normal activities of the customer The employee will be trained in compliance with the BSA, USA PATRIOT ACT and associated laws and regulations under the Bank’s Compliance Program as it pertains to his or her job functions. Employees are expected to meet all compliance requirements as stated within the Bank’s BSA/AML/CIP/OFAC Program. Failure to meet these compliance standards may adversely affect performance appraisals and may result in disciplinary action up to and including termination. Employee’s compliance violations may result in termination, individual fines, and possible imprisonment.

Responsibilities

The Associate serves as the primary front-line representative for researching, analyzing, and underwriting municipal bonds while also providing comprehensive account and service origination and maintenance to customers in person and via phone. Key duties include compiling municipal bond sales lists, producing pre-purchase analysis, performing investment security reviews, and assisting with department support and reporting.