Client Experience Banker — Solutions & Growth

BankOnBuffalo; Town of Clarence (NY); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical, Dental, Vision & Life insured

401K with company match

Paid Time Off & Holidays

Leave policies

Employee Assistance Program

Employee Wellness Program

Competitive banking product rates

Job summary

Universal Associates in Town of Clarence, NY, seeks energetic banking associates to deliver a specialized banking experience. You will greet clients, discuss their needs, and recommend products and services tailored to each customer.

This role emphasizes accurate transactions, account openings, lending support, and adherence to bank policies. You will contribute to customer satisfaction and sales targets while upholding integrity and teamwork across the community.

Qualifications

• LANGUAGE SKILLS: Ability to read, comprehend, and interpret banking documents clearly.
• TECHNOLOGY SKILLS: Basic computer literacy, familiarity with banking software and email.
• MATHEMATICAL SKILLS: Ability to perform simple calculations and balance cash accurately.
• REASONING ABILITY: Apply basic problem solving to customer inquiries and transactions.
• PHYSICAL DEMANDS AND WORK ENVIRONMENT: Office-based role with standing at a teller pod or desk as needed.

Responsibilities

• Greet clients and engage in conversations, uncover opportunities and recommend products.
• Deliver an exceptional experience by creating an unforgettable banking interaction.
• Perform transactions, account opening, and retail lending with accuracy and care.
• Follow bank policies and procedures to ensure security and compliance.
• Meet or exceed performance targets related to customer satisfaction and product sales.

Skills

Customer service

Sales

Communication

Attention to detail

Education

High School Diploma or GED

Job description

Universal Associates in Town of Clarence, NY, seeks energetic banking associates to deliver a specialized banking experience. You will greet clients, discuss their needs, and recommend products and services tailored to each customer.

This role emphasizes accurate transactions, account openings, lending support, and adherence to bank policies. You will contribute to customer satisfaction and sales targets while upholding integrity and teamwork across the community.