BankOnBuffalo, Universal Associate, PartTime

BankOnBuffalo; Buffalo (NY); On-site; USD 42,000 - 56,000; Full time

Job summary

BankOnBuffalo is seeking Universal Associates who are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual clients' needs.

In this role you will greet clients, discuss financial needs, open deposits, support retail lending, and ensure compliance with bank policies while aiming to exceed customer satisfaction and sales targets.

Responsibilities

• Greet clients and engage in conversations; uncover opportunities and make product and service recommendations.
• Deliver an exceptional banking experience with every interaction.
• Perform accurate transactions, maintenance for clients, account opening and retail lending at a high level.
• Follow all bank policies and procedures to ensure security and compliance.
• Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.

Job description

DescriptionUniversal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. Universal Associates follow our bank philosophy: Positive Energy, Positive Outcomes.

Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.

KEY RESPONSIBILITIES

• Enthusiastically greet our clients and engage in conversations. Uncover opportunities and make product and service recommendations.
• Deliver an exceptional experience to our clients by creating an unforgettable banking experience with every interaction.
• Perform accurate transactions, maintenance for clients, account opening and retail lending at a high level.
• Follow all bank policies and operational procedures to ensure security and compliance.
• Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.

ATTITUDES

• Respect\- treat every client and colleague with dignity and respect.
• Client Focus\- greet customers warmly, listen attentively and provide tailored financial solutions.
• Inclusion\- embrace diverse perspectives creating a welcoming environment for all.

BEHAVIORS

• Leadership\- show leadership in day-to-day operations by modeling a positive attitude and strong work ethic.
• Integrity\- adheres to bank policies, arrives on time, takes responsibilities for their actions and contributes to a positive, trustworthy atmosphere that reflects the bank's standards and values.
• Collaboration\- work effectively within a team, contribute ideas, and support colleagues.
• Volunteerism\- actively support and participate in community outreach and volunteer initiatives.

COMPETENCIES

• Accountability\- accurately process transactions in compliance with bank policies and regulatory standards. Effectively manage cash drawer, TCD, TCR, ETM, Vault and coin machine responsibilities. Take ownership of daily job duties.
• Innovation\- identify opportunities to improve service efficiency or customer experience and suggest creative solutions.
• Professionalism\- consistently demonstrates courteous behavior, integrity, and a strong work ethic while representing the bank with a polished appearance and clear communication.

POSITION LEVEL(S) EXPECTATIONS (if applicable)

• UA I\- Open consumer and business deposit accounts
• UA II\- Ability to uncover and originate consumer loans plus all above duties.
• UA III\- Maintain current registration with NMLS to originate home equity loans and lines. Uncover and build upon Center of Influence and Networking Opportunities plus all above duties.
• UA IV\- Maintain current registration with NMLS to originate purchase mortgages plus all above duties.

SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES

Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.

RequirementsQUALIFICATIONS, EDUCATION, & EXPERIENCE

To perform this position successfully, an individual must be able to perform each essential position