Universal Banker
$47,403–$79,019 year
On-siteNorth Salem, New York, United States
Job Summary
Conduct daily branch operations as a teller, managing walk-in and scheduled appointments for Consumer and Business Banking customers. Educate clients on product features, explain loan application criteria, and proactively reach out to drive retention and expansion. Resolve customer complaints, process transactions, and manage overdrafts while adhering to AML, BSA, and KYC compliance standards. Identify fraud cases, escalate complex needs to partners, and document all interactions using the appropriate system. Actively engage in lobby management, greet customers, and promote digital capabilities to meet their banking needs.
Required Qualifications
- High school diploma or equivalent (GED)
- Minimum of 1 year's proven retail sales, call center, customer service, or telesales experience
- Strong verbal communication skills
- Strong interpersonal skills
- Ability to interact with varying customers (consumer to small business)
- Ability to effectively handle difficult customer conversations
- Well-organized
- Proven time management skills
- Proven prioritization skills
- Ability to work under critical time constraints in a team environment
- Proficiency with internet user-level technology
- Ability to stand for long periods of time
- Prolonged use of hands and fingers
- Ability to lift light to heavy objects weighting 5 lbs. to 30 lbs.
- Ability to read fine print
- Ability to interact with customers in an open face-to-face work environment
- Responsibility for meeting and maintaining registration requirements under the Federal SAFE Act
Desired Qualifications
- Bilingual based on branch needs
- Proven referral and/or sales ability
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