Online Retail Banking Representative

Amalgamated Bank; New York, Northern (NY, KY); Hybrid; USD 30,000 - 37,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Amalgamated Bank is seeking an Online Retail Banking Representative in New York, NY. The role involves delivering high-quality customer service across virtual channels, promoting online banking products, and supporting branch performance metrics.

Responsibilities include opening/maintaining accounts, resolving issues, and handling inquiries by phone or online. Requires 2+ years in customer service and knowledge of online banking procedures. Hybrid work model applies per company policy.

Qualifications

• Minimum of two (2) years of customer service experience.
• Strong interpersonal and communication skills.
• Must be flexible to work and/or transfer throughout the network, on an as needed basis.
• Detailed knowledge of online banking procedures, regulations and all online branch related functions and terminal systems.

Responsibilities

• Open and maintain a variety of accounts in accordance with Bank policy (CIP and customer service policies).
• Proactively present and cross-sell bank products based on customer responses.
• Open and maintain new and existing accounts.
• Promote the Bank and its products and services.
• Participate in sales calls, networking, and community activities.
• Respond to customer inquiries or complaints online or by phone in a professional manner.
• Follow up to ensure resolution with back office and customers.
• Understand and match bank products to customer needs.
• Process mail and email requests.
• Perform various administrative duties as directed by online branch manager.

Skills

Customer service

Interpersonal communication

Adaptability

Education

High School Diploma or equivalent

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Online Retail Banking Representative

Full Time Clerical New York, NY, US

6 days ago Requisition ID: 2269

Salary Range: $22.00 To $27.00 Hourly

Purpose of Position

To be responsible for providing a high quality of customer service in a broad variety of activities. Will be called on to work in a variety of virtual Customer Service areas, according to needs. Responsible for presenting full array of bank products to existing and potential customers. Support online branch management in achievement of online branch performance metrics.

Essential Job Functions

Customer Service Duties

• Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedure, including but not limited to the Bank’s CIP and customer service policies.
• Proactively present and cross sell bank products, through probing questions and offer appropriate products and services based on customer responses. This is accomplished by utilizing the Client Relationship Notes form with current or potential customers. Participate in Bank promotions
• Perform all functions to open and maintain new and existing accounts.
• Actively promote the Bank and its products and services.
• Participate in sales calls, networking, and community activities.
• Resolve customer complaints regarding sales, service or account issues. Respond to customer inquiries or complaints online or over the phone in a professional manner, which may include preparing and submitting written correspondence to respective departments.
• Maintain correspondence with customers and back office by following-up to ensure resolution.
• Demonstrate a comprehensive understanding of specific bank products and services while matching those products and services to individual customer needs.
• Process incoming and outgoing mail and email requests.
• Perform various administrative duties as directed by online branch manager.

General Responsibilities

• Perform all RBR duties such as stop payment, check orders, atm/debit card orders, claims, statement requests, and other pertinent customer requests.
• Research and investigate customer claims in archive area, in matters relating to missing deposits, missing checks, etc., in order to help resolve issues for customers in a timely manner.
• Assist online officers in performing various online branch functions and branch reports, as requested.
• Render priority services to customers in need of special handling.
• Perform various related clerical duties as directed.
• Knowledge and use of the Bank’s Redi system to keep current with updates to policy and procedures.

Knowledge, Skills and Experience Requirements

• High School Diploma or equivalent.
• A minimum of two (2) years of customer service experience required.
• Strong interpersonal and communication skills to build rapport with prospective and existing customers.
• Must be flexible to work and/or transfer throughout the network, on an as needed basis.
• Detailed knowledge of online banking procedures, regulations and all online branch related functions and terminal systems.

Our job titles may span more than one career level. The starting hourly salary for this role is between $22.00–$27.00 an hour. The actual pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.

Amalgamated Bank is an Equal Opportunity and Affimative Action Employer, Minorities / Females / Individuals with Disability / Veterans . AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement . Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.

Hybrid Work Model
Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”.

Search Firm Representatives- Please Read Carefully
Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.