Universal Banker - Plainview
$45,718–$68,578 year
On-sitePlainview, New York, United States
Job Summary
Provide exceptional customer service by engaging clients professionally and resolving service-related issues efficiently. Process monetary and account-related transactions as a dual-capacity Customer Service Representative and Teller, handling vault operations, ATM maintenance, and new account openings while ensuring compliance with CIP and BSA requirements. Acquire new clients, offer suitable banking products, and refer qualified prospects to licensed representatives to achieve sales and referral goals. Assist in training and mentoring newly hired Tellers and Customer Service Representatives. Handle all aspects of branch operations, including opening and closing vaults and safe, and maintaining the customer area. Weekend work and extended hours or filling in at neighboring branch locations may be required.
Required Qualifications
- High School Diploma or GED
- At least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative
- Must present a confident, professional, and positive demeanor to customers
- Excellent interpersonal and communication (verbal + written) skills
- Must have excellent phone skills
- Strong organizational skills and detailed oriented
- Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint)
- Display sound judgment and discretion when utilizing confidential information
- Willingness to be cross trained in other branch functions
- Weekend work and extended hours or filling in at neighboring branch locations
- Mandatory training may require occasional travel
Desired Qualifications
- General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.)
- Prior experience in fostering and developing strong customer relationships
- Ability to develop, as well as maintain a detailed level of knowledge of banking products and services
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