Branch Banking Advisor

Ponce Bank; New York (NY); On-site; USD 45,500 - 50,000; Full time

Job summary

The Ponce Banker delivers exceptional customer service experience to customers at the branch, greeting visitors, identifying needs, and offering tailored banking solutions. This role focuses on creating engagement and supporting the branch and Bank’s growth while following policy and regulatory requirements.

You will process transactions, open new accounts, promote deposits/loans, and coordinate referrals with other departments to enhance the customer experience and drive business results.

Qualifications

• A high school diploma, or equivalent, with an emphasis in a business curriculum.
• A minimum of two (2) years’ related experience normally required.
• Clearly communicates in English; Spanish is helpful.

Responsibilities

• Proactively engages and greets the customers as they walk into the branch and provide one-stop customer service experience.
• Delivers exceptional customer service by identifying customer needs, tailor solutions, make offers appropriate bank products and recommendations.
• Sales Ponce products and services; (Deposit, Loans, Cash Management Services, etc.,)
• Responds to customer inquiries, (in person, by phone, mail or email) and takes ownership while acting as the bank’s liaison between other departments and bank personnel.
• Understands customer needs, follows up, and assures customer satisfaction.
• On boards customers and opens new accounts, completing all documentation related and adhering to our policy and regulatory requirements.

Skills

Clear communication

Reading & writing skills

Interpersonal skills

Retail banking procedures

Banking regulations knowledge

Microsoft Office

Sales aptitude

Tech-savvy

Education

High school diploma

Tools

Microsoft Office

Job description

The Ponce Banker delivers exceptional customer service experience to customers at the branch, greeting visitors, identifying needs, and offering tailored banking solutions. This role focuses on creating engagement and supporting the branch and Bank’s growth while following policy and regulatory requirements.

You will process transactions, open new accounts, promote deposits/loans, and coordinate referrals with other departments to enhance the customer experience and drive business results.