Universal Banker

Rhinebeck Bank; New York, Northern (NY, KY); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Competitive pay

PTO 20 days

401(k) match

Company stock

5-week training program

Mentor program

Volunteer hours

Job summary

Rhinebeck Bank in New York is seeking a Universal Banker to deliver exceptional customer service, process teller transactions, and handle service and sales requests to meet customers' financial goals.

You will bridge teller and platform services, build relationships, conduct outbound sales, open accounts, and coordinate referrals while following bank procedures and maintaining accurate records.

Qualifications

• 1+ years of banking experience.
• Strong interpersonal skills and a customer-first mindset.
• Willingness to learn and grow.

Responsibilities

• Process a variety of banking transactions for customers, ensuring accuracy and timeliness.
• Make outbound calls to generate sales, open accounts, and recommend products and services based on customer needs.
• Direct customers to the appropriate departments or subsidiaries for additional services.
• Build and maintain strong relationships by providing timely follow-ups, answering questions, and resolving concerns.
• Perform bank operations tasks, complete reports, and manage administrative paperwork in line with bank procedures.

Skills

Interpersonal skills

Customer-first mindset

Willingness to learn

Job description

Are you talented, motivated, and ready to take on more than just a job? At Rhinebeck Bank, we don’t just offer careers—we provide opportunities for growth! We’re seeking a Universal Banker to become an integral part of our team, with excellent benefits, and a supportive environment.

We offer competitive pay, a comprehensive benefits package, and a clear pathway for professional development through mentorship and coaching. If you are looking for a dynamic role that allows you to make a difference in your community while growing your career, we want to hear from you!

Position Overview

As a Universal Banker, you will be responsible for delivering exceptional customer service by performing various tasks, from processing teller transactions to handling service and sales requests. You will play a vital role in bridging both teller and platform services, ensuring that customers' needs are met efficiently. Your role will require you to understand their banking needs and recommend solutions to help them achieve their financial goals.

Key Responsibilities

• Customer Transactions: Process a variety of banking transactions for customers, ensuring accuracy and timeliness.
• Sales and Service: Make outbound calls to generate sales, open accounts, and recommend the best products and services based on customer needs.
• Referral Duties: Direct customers to the appropriate departments or subsidiaries for additional services.
• Customer Relationship Management: Build and maintain strong relationships by providing timely follow-ups, answering questions, and resolving concerns. Ensure customers are satisfied with their experience at Rhinebeck Bank.
• Operational Support: Perform bank operations tasks, complete reports, and manage administrative paperwork in line with bank procedures.

What We Offer

• Competitive Pay: $20.19 - $24.00 per hour based on experience.
• Benefits Package: Includes 20 days of paid time off, a generous 401(k) match, and Rhinebeck Bank stock.
• Training & Development: Comprehensive 5-week training program, combining hands-on, classroom, and webinar learning to ensure you succeed.
• Mentor Program: Support from experienced staff to help you grow your career.
• Volunteerism: Paid volunteer hours to give back to the community.

Requirements

• Experience: 1+ years of banking experience
• Skills: Strong interpersonal skills, a customer-first mindset, and a willingness to learn and grow.

Why Rhinebeck Bank?

Since 1860, Rhinebeck Bank has been a cornerstone of the Hudson Valley community. We pride ourselves on being personally involved in our business, our customers’ financial success, and our local charitable organizations. Our dedicated team is committed to delivering the best customer service and fostering strong community connections. Join us and become a part of something that truly makes a difference.

Equal Opportunity Employer

Rhinebeck Bank is an Equal Opportunity / Affirmitive Action Employer. We do not discriminate based on race, color, religion, sex, national origin, veteran or disability status, sexual orientation, gender identity, transgender status, or any other characteristic protected by applicable law.