Client-First Personal Banker – In-Branch Growth

Kearny Bank; New York (NY); On-site; USD 29,000 - 34,000; Full time

Job summary

Kearny Bank is seeking a Personal Banker in New York to deliver excellent service to current and prospective clients. You will handle transactions, identify client needs, and refer suitable financial solutions to grow relationships.

The role emphasizes on-site operations, adherence to AML/CFT, and strong customer service. A positive, collaborative attitude is essential in this client-facing position at the branch.

Qualifications

• High school diploma or equivalent is required.
• Minimum of 1 year of cash handling experience.
• Prior client service experience or a strong desire to work in the service industry preferred.
• Proficiency in Microsoft Office.
• Excellent written and verbal communication skills.
• Excellent customer service skills.
• Ability to maintain a positive and collaborative attitude in all situations.

Responsibilities

• Process a variety of routine and complex transactions such as account openings and closings, deposits, withdrawals, loan payments and transfers.
• Assist in retaining and growing existing client relationships by understanding client needs and introducing relevant financial solutions.
• Actively participate in ongoing training and regular meetings and demonstrate a willingness to be cross trained to perform duties necessary to assist clients.
• Assist with the daily operations of the branch including reporting, audits, ATMs, coin machines, main cash vault, etc. Prepare cash shipments, order cash/coin as needed, and receive and process cash shipments.
• Ensure daily operational integrity and excellence.
• Maintain current knowledge of Bank policies and procedures to ensure compliance and operational soundness.
• Ensure the branch adheres to regulatory compliance requirements such as Anti Money Laundering (AML) and Countering the Financing of Terrorism (CFT).
• Build loyalty through courteous, professional service according to the Bank’s established service standards.
• Maintain comprehensive knowledge of the Bank’s products and services to engage clients in consultative discussions and recommend solutions aligned with their financial needs.
• Identify client needs and refer appropriate products and services while executing a smooth transition across functions.

Skills

Cash handling

Customer service

Communication skills

Collaborative attitude

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Kearny Bank is seeking a Personal Banker in New York to deliver excellent service to current and prospective clients. You will handle transactions, identify client needs, and refer suitable financial solutions to grow relationships.

The role emphasizes on-site operations, adherence to AML/CFT, and strong customer service. A positive, collaborative attitude is essential in this client-facing position at the branch.