Universal Banker ( Part-Time/ 20 hours per week)
$47,403–$79,019 year
On-siteWading River, New York, United States
Job Summary
Educate customers on Consumer and Business Banking solutions, explain loan application criteria, and make recommendations based on identified needs. Engage clients through walk-ins, scheduled appointments, and digital interactions to drive retention and expansion. Manage lobby operations by greeting customers, resolving complaints, and accurately logging transactions while adhering to AML, BSA, and KYC processes. Identify and escalate suspected fraud cases, review overdrafts, and introduce appropriate banking partners for complex servicing needs. Complete daily operational duties including new account openings and loan origination while maintaining internal control standards and audit points.
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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