Banking Services Specialist — Sales & Accounts

Ridgewood Savings Bank; Hewlett (NY); On-site; USD 38,000 - 46,000; Full time

Job summary

Ridgewood Savings Bank in Hewlett, NY is seeking a teller to support daily banking needs. You will promote bank products, handle account services, and ensure accurate cash handling while adhering to core values and regulatory requirements.

Responsibilities include processing deposits/withdrawals, opening accounts, verifying identifications, and assisting customers with inquiries. The role requires basic math, computer skills, and a proactive service mindset.

Qualifications

• High School Diploma or equivalent.
• Banking experience preferred or relevant experience equivalent to a year.
• Above average verbal and written communications skills.
• Basic math skills.
• Knowledge of Bank products and services.
• Pursuit of certification in life insurance, lending, or business banking expected.
• Proficient with the use of a Personal Computer.
• Basic knowledge of Microsoft Office.

Responsibilities

• Promotes the sale of Bank products and services to customers through the bank’s defined sales process in order to maximize banking relationships.
• Adheres to and promotes the Bank’s Core Values.
• Responds to requests and proactively approach customers and prospects regarding service, products, and account information and processing requests for various banking services.
• Processes the opening of accounts by collecting and verifying identification and information as required by the CIP/CDD in accordance with BSA. Ensures customer receives/understands disclosures.
• Processes transactions including the closing of accounts and executes changes following established procedures. Deters fraud by validating customer identification and signatures.
• Processes ATM and Debit MasterCards for customers through core system, ensuring correct information for delivery methods.
• Performs clerical tasks, filing, updating account information on the core system.
• Adheres to shred procedures to be compliant with Regulation P.
• Analyzes and rectifies customer concerns through verbal and written communications.
• Performs follow-up calls to customers to ensure service levels and pending items are received.
• Acquires knowledge of products and services to provide accurate information to customers.
• Verifies accuracy of monetary transactions with basic math and calculator use.
• Processes various customer transactions through the core system and cash dispenser/recycler.
• Balances daily by counting cash and checks, and correcting errors.
• Ensures regulatory compliance by applying bank policies during transactions.
• Performs check scanning and endorsements to receive accurate credits, per Regulation CC.
• Sells currency back to the vault to mitigate risk.
• Submit referrals through appropriate channels.
• Assists training of new teller trainees.

Skills

Banking experience

Communication skills

Basic math

Bank products knowledge

Certifications pursuit

PC skills

MS Office

Education

High School Diploma or equivalent

Job description

Ridgewood Savings Bank in Hewlett, NY is seeking a teller to support daily banking needs. You will promote bank products, handle account services, and ensure accurate cash handling while adhering to core values and regulatory requirements.

Responsibilities include processing deposits/withdrawals, opening accounts, verifying identifications, and assisting customers with inquiries. The role requires basic math, computer skills, and a proactive service mindset.