Hybrid Universal Banker: Teller & Customer Advisor

Apple Bank for Savings; Town of Islip (NY); Hybrid; USD 30,000 - 45,000; Full time

Benefits offered by this job

Sign-on bonus $2,000 after 6 months

Health, dental, vision insurance

401k with company match

Tuition reimbursement up to $5,250

Job summary

Apple Bank for Savings is seeking a Universal Banker in Ronkonkoma, NY. This hybrid role combines customer service with teller duties, focusing on opening accounts, educating clients about products, and growing banking relationships.

The position offers a $2,000 sign-on bonus after six months, competitive starting pay $21.98–$32.97 per hour, and a comprehensive benefits package including medical, dental, vision, 401k, and tuition reimbursement. Hybrid work may be required.

Qualifications

• High School Diploma or GED required.
• 1–2 years retail banking experience in Teller/ Customer Service.
• General understanding of banking operations (Risk, Compliance, Fraud, Loss) preferred.
• Prior experience in fostering and developing strong customer relationships.
• Ability to develop, as well as maintain a detailed level of knowledge of banking products and services.
• Display willingness to be cross trained in other branch functions.
• Excellent problem-solving skills with the ability to provide solutions to customer issues.
• Must present a confident, professional, and positive demeanor to customers.
• Weekend work and extended hours or filling in at neighboring branch locations may be required.
• Mandatory training may require occasional travel.
• Visa sponsorship not available.

Responsibilities

• 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.
• 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.

Skills

Customer Service

Teller experience

Sales skills

Financial transactions

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Apple Bank for Savings is seeking a Universal Banker in Ronkonkoma, NY. This hybrid role combines customer service with teller duties, focusing on opening accounts, educating clients about products, and growing banking relationships.

The position offers a $2,000 sign-on bonus after six months, competitive starting pay $21.98–$32.97 per hour, and a comprehensive benefits package including medical, dental, vision, 401k, and tuition reimbursement. Hybrid work may be required.