Client-Centric Banking Associate

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

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.