Hybrid Banker & Teller: Grow Client Relationships

Apple Bank for Savings; New York (NY); Híbrido; USD 30 000 - 45 000; Tempo integral

Resumo da oferta

Apple Bank for Savings in Brooklyn (Bay Ridge) seeks a Universal Banker to act as a full-service, single point of contact for customers, delivering prompt, courteous service and handling monetary and account transactions. This hybrid role combines Customer Service Representative and Teller duties, with emphasis on building relationships and providing added-value solutions.

The UB will open new accounts, resolve issues, educate customers on bank products/services, and refer to licensed

Qualificações

• High School Diploma or GED required.
• Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative.
• General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred.

Responsabilidades

• Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently.
• Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer.
• Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc.
• Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service.
• Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments.
• Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.).
• Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts.
• Ensure accurate new account record keeping practices and perform timely follow-up as needed.
• Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets.
• Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to.
• Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers.
• Build and maintain technical and professional knowledge by attending educational workshops.
• Perform additional duties as requested.

Conhecimentos

Customer service

Communication

Problem solving

Interpersonal skills

Formação académica

High School Diploma or GED

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Apple Bank for Savings in Brooklyn (Bay Ridge) seeks a Universal Banker to act as a full-service, single point of contact for customers, delivering prompt, courteous service and handling monetary and account transactions. This hybrid role combines Customer Service Representative and Teller duties, with emphasis on building relationships and providing added-value solutions.

The UB will open new accounts, resolve issues, educate customers on bank products/services, and refer to licensed