Impactful Universal Banker: Grow Relationships

Ridgewood Savings Bank; Hewlett (NY); On-site; USD 38,000 - 46,000; Full time

Job summary

Ridgewood Savings Bank in Hewlett, NY is seeking a friendly teller to join our team and promote bank products through a defined sales process while delivering exceptional customer service.

You will handle account openings, cash handling, and routine transactions, while ensuring CIP/CDD and BSA compliance. Strong communication, basic math, and PC skills are essential; banking experience is preferred, with certification pursuit encouraged.

Qualifications

• High school diploma or equivalent required.
• Banking experience preferred or 1 year of relevant experience.
• Strong verbal and written communication skills.
• Basic math skills.
• Knowledge of bank products and services.
• Pursuit of certification in life insurance, lending, or business banking expected.
• Proficient with personal computer usage.
• Basic knowledge of Microsoft Office.

Responsibilities

• Promotes the sale of bank products and services through the bank's defined sales process in order to maximize banking relationships.
• Adheres to and promotes the Bank's Core Values.
• Responds to requests and proactively approach customers and prospects regarding service, products, and account information and processing requests for various banking services.
• Processes the opening of accounts by collecting and verifying identification and information as required by CIP/CDD per BSA; ensures customer receives/understands their disclosures.
• Processes transactions including the closing of accounts and executes changes following established procedures; verifies hold codes and other information.
• Process ATM and Debit MasterCards for customers through core system and delivery methods.
• Performs clerical tasks including filing, locating account records, scanning, and updating information on the core system.
• Adheres to shred procedures to be compliant with Regulation P.
• Analyzes and rectifies customer concerns through satisfactory communications.
• Performs follow-up calls to customers to ensure service excellence.
• Acquires knowledge of bank products and services to provide accurate information.
• Verifies monetary transaction accuracy using basic math and calculator.
• Processes various customer transactions through the core operating system and cash dispenser/recycler.
• Balances daily by counting cash, checks, and ledgers; corrects errors.
• Ensures regulatory compliance by applying bank policies.
• Performs check scanning and endorsements under Regulation CC.
• Sells currency back to the vault to mitigate risk.
• Submits referrals to designated areas through appropriate channels.
• Assists with training of new teller trainees.

Skills

Verbal communication

Written communication

Basic math

PC proficiency

Microsoft Office

Bank product knowledge

Education

High school diploma or equivalent

Job description

Ridgewood Savings Bank in Hewlett, NY is seeking a friendly teller to join our team and promote bank products through a defined sales process while delivering exceptional customer service.

You will handle account openings, cash handling, and routine transactions, while ensuring CIP/CDD and BSA compliance. Strong communication, basic math, and PC skills are essential; banking experience is preferred, with certification pursuit encouraged.