Retail Banking Representative

Amalgamated Bank Of Ny; New York (NY); On-site; USD 30,000 - 39,000; Full time

Job summary

Amalgamated Bank is seeking a Retail Banking Representative in New York, NY to deliver high-quality customer service in both teller and client-service roles, while presenting the bank’s products at the branch and at off-site events.

The role requires strong interpersonal skills, a minimum of two years teller experience or teller training, and the ability to cross-sell banking solutions to meet customer needs. Hybrid work is in effect for many positions.

Qualifications

• High School Diploma or equivalent.
• Minimum of two (2) years Teller experience required or successfully completing the teller training course in lieu of Teller experience.
• 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 banking procedures, regulations and all Branch related functions and terminal systems.

Responsibilities

• Open and maintain a variety of accounts per bank policies.
• Proactively cross-sell Bank products based on customer needs.
• Open and maintain new and existing accounts.
• Promote Bank products at the branch and at off-site events.
• Participate in off-site sales calls and community activities.
• Resolve customer inquiries professionally and follow up to ensure resolution.
• Maintain records and balance daily transactions with accuracy.
• Assist with branch functions and reports as requested.

Skills

Customer service

Cross-sell

Communication skills

Flexibility

Banking procedures

Education

High School Diploma or equivalent

Tools

Redi system

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.

Retail Banking Representative

Full Time New York, NY, US

Salary Range: $22.00 To $28.00 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 both the Teller and Customer Service areas, according to needs. Responsible for presenting full array of Amalgamated Bank’s products to existing and potential customers at the Branch and at off-site events. Support branch management in achievement of 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
• Perform all functions to open and maintain new and existing accounts
• Actively promote the Bank and its products and services. This will include setting - up a table outside the branch and handing out information when necessary
• Participate in off-site sales calls, branch networking, community and CRA activities
• Resolve customer complaints regarding sales, services or account issues. Respond to customer inquiries or complaints in person 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
• Greet customers in a professional manner that creates a welcoming environment; this includes proper acknowledgement and introduction in accordance with Bank policies
• Demonstrate a comprehensive understanding of specific Bank products and services while matching those products and services to individual customer needs
• Review and verify all previous days’ work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts
• Approve checks (up to authorized limit) using knowledge of account history and account information on file
• Perform various administrative duties as directed by Branch Manager

Responsibilities behind Teller Line:

• Perform all RBR duties such as stop payment orders, accept payment for rental of safe deposit boxes, process deposits / withdrawals, cash checks etc
• Assist other RBR’s in balancing daily transactions, verifying tickets and daily balancing of the teller area. Assist RBR’s with complex work related matters (i.e. check cashing.)
• Research and investigate customer claims in archive area, in matters relating to missing deposits, missing checks, original ATM envelopes, etc., to help resolve issues for customers in a timely manner
• Perform RBR functions as assigned. Review and verify all previous days’ work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts
• Approve checks (up to authorized limit) using knowledge of account history and account information on file

General Responsibilities:

• Assist Officers in performing various 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
• Minimum of two (2) years Teller experience required or successfully completing the teller training course in lieu of Teller experience
• 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 banking procedures, regulations and all 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– $28.00 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.

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.