Universal Banker

Alma Bank; New York (NY); On-site; USD 35,000 - 42,000; Full time

Job summary

An established industry player is seeking a dedicated Universal Banker to enhance customer experiences through personalized service. This role involves engaging with clients to provide efficient banking solutions, from opening accounts to resolving inquiries. The ideal candidate will thrive in a collaborative environment, ensuring smooth operations across various banking functions. If you are passionate about delivering exceptional service and want to be part of a team that values personal connections, this opportunity is for you!

Benefits

Generous matching 401(k)

Excellent healthcare coverage

Short and long-term disability

Life insurance options

Collaborative work environment

Qualifications

• Ability to perform essential banking duties efficiently.
• Experience in customer service and financial products.

Responsibilities

• Interview customers to explain financial services.
• Assist customers with account issues and transactions.

Skills

Customer Service

Financial Services Knowledge

Communication Skills

Problem-Solving

Education

Associate's Degree

Related Experience

Job description

Join to apply for the Universal Banker role at Alma Bank

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Join to apply for the Universal Banker role at Alma Bank

Alma Bank, headquartered in Long Island City, New York and having 13 branches located throughout Queens, NYC, New Jersey, Long Island, Brooklyn and the Bronx, brings personal service back to personal banking. We have genuine banking professionals ready to serve our customers and offer a full range of products and services. Alma delivers a private banking style experience to our business banking customers. Come join our winning team!

Alma Bank is currently looking to hire experienced Universal Bankers.

Summary

Perform a variety of duties to provide existing and potential customer with efficient and accurate services. Opens accounts, explains and processes investments and other financial services, and corrects records by performing the following duties.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned:

• Interviews customers to obtain information and explain available financial services such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit, savings bonds, and securities.
• Types account information obtained from customer on record card or form, and enters into computer.
• Assist customers with questions and investigates and corrects errors, following customer and establishment records.
• Present funds received from customer to Teller for deposit, and obtain receipts for customer.
• Obtain records from fraud reporting agency.
• Contact customers regarding overdraft items and other transactions as necessary.
• Develop & maintain communication in a cooperative & professional manner with all levels of staff, members and outside contacts.
• Handle all phases of teller operations, including collections, savings, demand deposits and loan payments.
• Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.
• Cashes checks and pays out money after verification of signatures and customer balances.
• Enters customers' transactions into computer to record transactions, and issues computer generated receipts.
• Orders daily supply of cash, and counts incoming cash.
• Balances currency, coin, and checks in cash drawer at end of shift.
• Removes deposits from, and counts and balances cash in, automated teller machines and night depository.
  
  

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

EDUCATION and/or EXPERIENCE:

Associate's degree or equivalent from two-year College or technical school; or six months to one year related experience and/or training.

BENEFITS:

• Salary commensurate with experience.
• Alma Bank employees work in an open and collaborative environment.
• Alma Bank Offers its eligible employees a generous matching 401(k), excellent healthcare coverage (medical/dental/vision), short and long term disability, life insurance and long term care options.
  
  

Alma Bank is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.

No Agencies Please

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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