On-Site Banking & Customer Sales Specialist

Ridgewood Savings Bank; Forest Hills (KY); On-site; USD 38,000 - 46,000; Full time

Job summary

Ridgewood Savings Bank in Forest Hills, NY is seeking an on-site Teller to join our branch team. You will welcome customers, process deposits and withdrawals, open accounts, and provide accurate information about bank products.

The ideal candidate has a High School Diploma or equivalent, basic math and PC skills, and a willingness to pursue certifications in life insurance, lending, or business banking. This full-time role emphasizes service, accuracy, and regulatory compliance.

Qualifications

• High School Diploma or equivalent.
• Banking experience preferred or relevant experience equivalent to a year.
• Above average verbal and written communications skills.
• Basic math skills.
• Knowledge of Bank products and services.
• Pursuit of certification in life insurance, lending, or business banking expected.
• Proficient with the use of a Personal Computer.
• Basic knowledge of Microsoft Office.

Responsibilities

• Promotes the sale of Bank products and services to customers 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 the CIP/CDD in accordance with the BSA.
• Processes transactions including account closing and changes, validates identification and signatures, and checks documentation for validity.
• Processes ATM and Debit MasterCards for customers through the core system.
• Performs clerical tasks including filing, locating records, and updating account information.
• Adheres to Regulation P shred procedures.
• Analyzes and resolves customer concerns with established procedures.
• Performs follow-up calls to ensure service quality and pending items are completed.
• Gains comprehensive knowledge of bank products and services to provide accurate information.
• Verifies monetary transactions with basic math and calculator use.
• Handles various customer transactions through the core system and cash dispenser/recycler.
• Balances daily by counting cash and checks, identifying and correcting discrepancies.
• Ensures regulatory compliance by applying bank policies and procedures.
• Performs check scanning and endorsements to ensure proper credit and settlement.
• Sells currency back to vault to manage cash risk.
• Submits referrals through appropriate channels.
• Assists with training teller trainees and prepares them to operate independently.

Skills

Banking experience

Basic math

Verbal communication

Written communication

PC literacy

Microsoft Office

Customer service

Attention to detail

Education

High School Diploma or equivalent

Job description

Ridgewood Savings Bank in Forest Hills, NY is seeking an on-site Teller to join our branch team. You will welcome customers, process deposits and withdrawals, open accounts, and provide accurate information about bank products.

The ideal candidate has a High School Diploma or equivalent, basic math and PC skills, and a willingness to pursue certifications in life insurance, lending, or business banking. This full-time role emphasizes service, accuracy, and regulatory compliance.