Hybrid Universal Banker: Customer Growth & Service

Apple Bank for Savings; New York (NY); Hybrid; USD 30,000 - 45,000; Full time

Job summary

Apple Bank for Savings in New York, NY is seeking a Universal Banker (UB) who will act as a full-service, single point of contact for clients. The role combines Customer Service Representative and Teller duties in a hybrid capacity to deliver enhanced service and branch leadership support.

The UB will open new accounts, resolve issues, and educate customers on bank products/services, while building long-term relationships and referring to licensed associates as appropriate.

Qualifications

• High School Diploma or GED required.
• 1–2 years retail banking experience in the combined Teller/Customer Service Representative role.
• General understanding of banking operations (risk, compliance, fraud, loss, etc.) preferred.
• Ability to develop and maintain a detailed knowledge of banking products and services.
• Display willingness to be cross trained in other branch functions.

Responsibilities

• Provide exceptional customer service by engaging clients in a friendly and professional manner and resolving service-related issues timely and efficiently.
• Communicate to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank offers.
• Recognize opportunities to acquire new or additional banking relationships and offer suitable products and services.
• Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals.
• Handle all aspects of Teller operations by processing transactions in accordance with policies and procedures; safeguard cash and negotiable instruments.
• Assist in opening and closing vault, safe, and ATM machine and keep customer area orderly.
• Communicate disclosures, rules, and regulations covering transactions and FDIC protection to customers.
• Ensure accurate new account record keeping and timely follow-up.

Skills

Customer service

Communication skills

Cross-selling

Problem solving

MS Office

Education

High School Diploma or GED

Job description

Apple Bank for Savings in New York, NY is seeking a Universal Banker (UB) who will act as a full-service, single point of contact for clients. The role combines Customer Service Representative and Teller duties in a hybrid capacity to deliver enhanced service and branch leadership support.

The UB will open new accounts, resolve issues, and educate customers on bank products/services, while building long-term relationships and referring to licensed associates as appropriate.