Universal Banker
$38,854–$64,771 year
On-siteFayetteville, New York, United States
Job Summary
Conduct daily branch operations as a teller while educating customers on Consumer and Business Banking solutions and digital capabilities. Hold scheduled and walk-in appointments to identify needs, refer complex cases, and explain loan application criteria. Engage customers to drive retention and expansion, manage lobby interactions, and introduce appropriate banking partners. Resolve customer complaints, process transactions, review overdrafts, and assist with Anti-Money Laundering, Bank Secrecy Act, and Know Your Customer processes. Identify and escalate suspected fraud cases while accurately documenting all interactions. Maintain internal control standards and adhere to Federal SAFE Act registration requirements.
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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