Retail Banking Representative

Amalgamated Bank; New York (NY); Hybrid; USD 30,000 - 39,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Amalgamated Bank is seeking a Customer Service/Teller specialist to deliver high-quality service at the branch and at off-site events. You will present the full range of Amalgamated Bank products, support management in achieving branch metrics, and cross-sell effectively to existing and potential customers.

The role requires at least two years of teller experience or completion of teller training, strong interpersonal skills, and flexibility to transfer within the network.

Qualifications

• High School Diploma or equivalent.
• Minimum of two (2) years Teller experience required or completed teller training.
• Strong interpersonal and communication skills to build rapport with customers.
• Must be flexible to work and/or transfer throughout the network.
• Detailed knowledge of banking procedures, regulations and branch functions.

Responsibilities

• Open and maintain a variety of accounts per policy, including CIP.
• Proactively present and cross-sell Bank products based on customer needs.
• Open and maintain new and existing accounts; assist with off-site sales calls.
• Resolve customer inquiries and complaints in a professional manner.
• Assist in balancing daily transactions and verify ledger accuracy.
• Support branch management and contribute to performance metrics.

Skills

Customer service

Cross-sell banking products

Banking procedures

Interpersonal communication

Flexibility to transfer

Education

High School Diploma or equivalent

Tools

Redi system

Banking terminals

Job description

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.

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.

Amalgamated Bank is an Equal Opportunity and Aff… 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.