Banking Experience Associate: Client Solutions

BankOnBuffalo; Village of Williamsville (NY); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

PTO & Holidays

Life Insurance

Employee Assistance Program

Job summary

BankOnBuffalo seeks a customer-focused Universal Associate in Williamsville, NY. You will greet clients, uncover needs, and recommend suitable banking solutions while delivering an exceptional experience with every interaction.

Responsibilities include accurate transaction processing, account openings, and retail lending support, all within policy guidelines. Strong communication and integrity are essential for success in this role.

Qualifications

• Ability to read, comprehend, and interpret documents; professional communication and interpersonal skills.
• Experience with digital tools: email, internet, intranet, and basic software.
• Numerical ability to perform basic arithmetic and financial calculations.
• Ability to apply common sense to follow instructions and solve problems.

Responsibilities

• Greet clients warmly; discuss needs and propose tailored financial solutions.
• Perform accurate transactions; assist with account openings and retail lending.
• Follow bank policies and procedures to ensure security and compliance.
• Meet or exceed performance targets related to customer satisfaction and sales.

Skills

Language skills

Technology skills

Mathematical skills

Reasoning ability

Education

High school diploma or GED

Job description

BankOnBuffalo seeks a customer-focused Universal Associate in Williamsville, NY. You will greet clients, uncover needs, and recommend suitable banking solutions while delivering an exceptional experience with every interaction.

Responsibilities include accurate transaction processing, account openings, and retail lending support, all within policy guidelines. Strong communication and integrity are essential for success in this role.