Client-Focused Banking Associate | Solutions & Growth

BankOnBuffalo; New York (NY); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401K with company match

Paid Time Off & Holidays

Leave policies

Employee Assistance Program

Student Loan Paydown (Gradifi)

Job summary

BankOnBuffalo is seeking a client-focused associate to greet clients, discuss financial needs, and offer banking solutions. You will perform transactions, assist with account openings, and support retail lending while upholding security and compliance standards.

The role emphasizes delivering a superior customer experience and meeting sales and service targets in a professional office setting.

Qualifications

• Language skills: read, comprehend, and interpret documents; professional communication and interpersonal skills.
• Technology skills: ability to use telephone systems, email, internet and intranet; learn core transaction systems.
• Mathematical skills: ability to add, subtract, multiply, and divide.
• Reasoning ability: apply common sense to carry out instructions and solve problems.
• Physical demands and work environment: typical office environment with standing at teller pod or desk.

Responsibilities

• Greet clients and engage in conversations; uncover opportunities and recommend products/services.
• Deliver an exceptional banking experience with every interaction.
• Perform accurate transactions, maintain client accounts, open accounts, and retail lending.
• Follow bank policies and procedures to ensure security and compliance.
• Meet or exceed performance targets related to customer satisfaction and product sales.

Skills

Language skills

Technology skills

Mathematical skills

Reasoning ability

Physical demands

Education

High school diploma / GED

Job description

BankOnBuffalo is seeking a client-focused associate to greet clients, discuss financial needs, and offer banking solutions. You will perform transactions, assist with account openings, and support retail lending while upholding security and compliance standards.

The role emphasizes delivering a superior customer experience and meeting sales and service targets in a professional office setting.