Universal Banker

Upstate Bank; City of Rochester (NY); Vor Ort; USD 30.000 - 36.000; Vollzeit

Benefits dieser Stelle

Health insurance

Paid holidays & PTO

401(k) plan match

Life Insurance & LTD

Education assistance

Zusammenfassung

Upstate National Bank in Rochester, NY is seeking a Universal Banker to deliver premier customer service, process banking transactions, open new accounts, and cross-sell products. You will greet clients, resolve routine issues, and coordinate with internal teams to meet customer needs while maintaining accuracy and compliance.

Requirements include a High School Diploma, at least 3 years in banking or cash handling, familiarity with Jack Henry core systems, and proficiency in Microsoft Office.

Qualifikationen

• High School Diploma or equivalent.
• At least 3 years of banking or cash handling and/or customer service.
• Familiarity with core banking systems; Jack Henry preferred.
• Proficient in Microsoft Office Suite.
• Strong written and verbal communication skills.
• Ability to maintain confidential information.

Aufgaben

• Accurately process retail and commercial banking transactions, including deposits and withdrawals.
• Take ownership of account servicing and issue resolution.
• Deliver service to commercial and loan clients; assist with transfers and wire transfers.
• Balance cash drawer daily.
• Cross-sell bank products such as checking, savings, CDs, and debit cards.
• Adhere to risk and regulatory standards; escalate issues.

Kenntnisse

Strong communication skills

Data analysis and reporting

Organizational skills

Ausbildung

High School Diploma or equivalent

Tools

Jack Henry

Microsoft Office

Jobbeschreibung

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.

Universal Banker

2 days ago Requisition ID: 1013

Salary Range: $22.00 To $26.00 Hourly

About Upstate National Bank

Founded in 1922, The Upstate National Bank (UNB) is a nationally chartered community bank focused on providing credit and services to meet the needs of small and medium size businesses, entrepreneurs, and professionals, along with our retail consumers within our geographic marketplaces. We continually strive to provide a safe and secure environment while simultaneously enabling and enhancing community prosperity and growth in the markets we proudly serve.

Our menu of credit, products and services is uniquely tailored to our clientele and evolved out of working closely with our corporate and professional customers to develop products with cost efficient attributes and qualities that address their everyday banking needs.

We primarily cover Upstate and the North Country in New York State utilizing our offices located in Rochester, Ogdensburg, and Philadelphia NY along with both our skilled people and technology.

Job Summary

The Universal Banker is responsible for ensuring the customers of Upstate National Bank receive premier customer service by processing a variety of basic banking service functions, identifying customers’ needs, and recommending bank products/services to meet those needs. Provides exceptional client experience by serving as a welcoming and professional first point of contact for clients, visitors, and vendors. Demonstrate a helpful, friendly, and courteous manner while greeting guests and directing them appropriately.

Essential Functions and Job Responsibilities

• Accurately and efficiently process Retail and Commercial banking transactions, including deposits, withdrawals, loan payments, check cashing, and other transactions, while following established policies, procedures, and internal controls.
• Take ownership of account servicing and issue resolution, including addressing routine client needs and referring more complex matters to the appropriate resource. Follow up as needed to ensure timely and accurate resolution while identifying opportunities to recommend additional products or services that may benefit the client.
• Deliver exceptional customer service to Commercial and Loan clients by assisting with a variety of banking needs, including account transfers, password resets, wire transfers, and other account servicing requests. Partner with appropriate internal resources to address more complex service needs.
• Balance cash drawer daily
• Act as liaison between customers, management, and other departments within the Bank
• Answer phone calls and respond to questions, resolve problems and needs in a friendly, accurate and timely manner or direct call to appropriate person
• Opening new accounts and providing follow-up calls
• Online banking
• Accounts maintenance
• Cross-sale of other products - promoting Bank’s products and services, such as checking and savings accounts, loans, certificates of deposit (CDs) and debit cards
• Cash services (order cash for the branch as needed)
• Understand and adhere to Bank`s risk and regulatory standards, policies and controls that are in place. Identify risk-related issues needing escalation to management.
• Support other branches as needed
• Other duties as assigned

Required Education and Experience

• High School Diploma or equivalent
• At least 3 years of experience in banking or cash handling and/ or customer service
• Familiarity with core systems, Jack Henry preferred
• Proficient in Microsoft Office Suite
• Strong written and verbal communication skills
• Basic understanding of data analysis and business financial reporting
• Excellent organization and administrative skills. Ability to plan and prioritize based on business needs
• Ability to maintain confidential information

Based in Rochester, NY branch - 150 State St., Rochester NY. Office hours - 8:30am - 5pm.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit while using hands to use a computer or other technologies. The employee frequently is required to see, talk, and hear. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must regularly lift and/or move up to 10 pounds.

What We Offer

• Medical, Dental & Vision group insurance from Day 1 (including a plan that is free for single coverage)
• 11 Paid Holidays & 3 weeks of PTO annually from Day 1
• 401k company match - 65% of employees 6% contributions
• Company paid Life Insurance (up to 3 times of annual pay) and Long Term Disability Insurance
• Supported continued education and certification

Pay Transparency

The pay range for this position is $22 - 26 an hour. Actual pay is based on various factors including but not limited to relevant skills, experience, training, and education.

EEO Statement

The Upstate Bank offers equal opportunities to all persons without regard to race, color, religion, age, gender (including pregnancy, childbirth and related medical conditions), disability, national origin, ancestry, citizenship, military or veteran status, marital status, sexual orientation, gender identity or expression, domestic violence victim status, predisposing genetic characteristics or genetic information, or any other status protected by law. We will endeavor to make a reasonable accommodation/modification to the known physical or mental limitations of a qualified applicant with a disability to assist in the hiring process, unless the accommodation would impose an undue hardship on the operation of our business, in accordance with applicable federal state and local law. Applicants who require reasonable accommodation during the application process may contact Human Resources.