Customer-Focused Universal Banker & Solutions Specialist

Northwest; Town of Webster (NY); Hybrid; USD 25,000 - 28,000; Full time

Job summary

Northwest in Webster, NY is seeking a Universal Banker to deliver exceptional service at every customer touch point. The role acts as single point of contact for deposits, payments, cards, disputes, and guiding customers through account openings.

You will identify cross-sell opportunities, refer to specialists, and work with Financial Advisors to build a robust referral pipeline. Responsibilities include handling transactions, promoting banking products, and ensuring compliance with policies and

Qualifications

• High School Diploma or equivalent preferred.
• Less than one year banking and/or retail experience.
• Sales or customer service experience preferred.

Responsibilities

• Greet customers and guide their experience in the Financial Center.
• Process deposits, payments, checks for cashing and other transactions.
• Identify cross-sell opportunities and refer to experts when needed.
• Open accounts and recommend banking products to customers.
• Maintain compliance with policies and regulations while using digital tools.

Skills

Customer service

Sales

Communication

Teamwork

Problem solving

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

Northwest in Webster, NY is seeking a Universal Banker to deliver exceptional service at every customer touch point. The role acts as single point of contact for deposits, payments, cards, disputes, and guiding customers through account openings.

You will identify cross-sell opportunities, refer to specialists, and work with Financial Advisors to build a robust referral pipeline. Responsibilities include handling transactions, promoting banking products, and ensuring compliance with policies and