Client-Focused Banking Associate

BankOnBuffalo; Buffalo (NY); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Paid Time Off & Recognized Holidays

Employee Assistance Program

Employee Health & Wellness Program

Special Loan and Deposit rates

Rewards & Recognition Programs

Job summary

BankOnBuffalo is seeking a Universal Associate to greet clients, uncover opportunities, and recommend financial solutions. You will deliver an exceptional banking experience by executing accurate transactions, opening accounts, and providing retail lending support with adherence to policies.

The role emphasizes meeting performance targets for customer satisfaction and product sales while collaborating with teammates to serve a diverse client base in the Buffalo region.

Qualifications

• Ability to read, comprehend, and interpret documents with professional communication skills.
• Experience using banking software and client-facing financial tools.
• Basic math and problem-solving abilities for transactions and inquiries.

Responsibilities

• Enthusiastically greet clients and engage in conversations, uncover opportunities and recommend solutions.
• Deliver an exceptional banking experience with accurate transactions and service.
• Open accounts and provide retail lending support while following policies and procedures.
• Meet performance targets related to customer satisfaction and product sales.

Skills

Language skills

Technology skills

Mathematical skills

Reasoning ability

Physical demands

Education

High school diploma or GED

Tools

Core banking system

Debit card system

Statement processing system

Cash handling equipment

Job description

BankOnBuffalo is seeking a Universal Associate to greet clients, uncover opportunities, and recommend financial solutions. You will deliver an exceptional banking experience by executing accurate transactions, opening accounts, and providing retail lending support with adherence to policies.

The role emphasizes meeting performance targets for customer satisfaction and product sales while collaborating with teammates to serve a diverse client base in the Buffalo region.