Bilingual Universal Banker: Customer Growth Advocate

Partnership Employment; New York (NY); On-site; USD 46,000 - 50,000; Full time

Benefits offered by this job

Annual discretionary bonus

Job summary

Partnership Employment in New York is seeking a bilingual Universal Banker to deliver exceptional service at every customer touchpoint. You'll handle transactions, open accounts and recommend the right products to support the branch's growth goals.

The role requires fluent English and Spanish, 2+ years in retail banking, strong customer service with a sales mindset, and comfort with Microsoft Office, online banking, ATMs and cash management tools.

Qualifications

• Fluent English and Spanish required.
• 2+ years in retail banking (teller, universal banker or personal banker).
• Strong customer service skills with a sales orientation.

Responsibilities

• Greet customers and provide one-stop service in person, by phone and email.
• Identify needs and recommend deposit, loan and cash management products.
• Open new accounts and complete onboarding paperwork per policy and regulations.
• Process teller transactions, cash vault work and wires at teller stations and smart ATMs.
• Follow up with customers and refer to other departments as needed.
• Adhere to Bank Secrecy Act and bank policies.

Skills

Fluent English

Spanish

Education

High school diploma or equivalent

Tools

Microsoft Office

Online banking

ATMs

Remote deposit capture

Job description

Partnership Employment in New York is seeking a bilingual Universal Banker to deliver exceptional service at every customer touchpoint. You'll handle transactions, open accounts and recommend the right products to support the branch's growth goals.

The role requires fluent English and Spanish, 2+ years in retail banking, strong customer service with a sales mindset, and comfort with Microsoft Office, online banking, ATMs and cash management tools.