Part Time Universal Banker (20 Hours) Yorktown Heights

The Universal Banker is an entry level position focused on assisting in sales, product and service activities in coordination with the customer service team to foster customer relations and increase sales to individual consumer clients. Responsibilities include assisting with basic account opening, delivering service to resolve account issues, executing financial transactions per bank policies, referring opportunities to segment partners, creating sales opportunities from service transactions, supporting branch activities (seminars, micromarketing events, campaigns, product initiatives), and adhering to operational controls to ensure safety and regulatory compliance. The role emphasizes risk assessment, ethical conduct, and transparency in reporting control issues.