Universal Banker

Rhinebeck Bank; Town of East Fishkill (NY); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Competitive pay

Job summary

Rhinebeck Bank in Hopewell Junction, NY is seeking a Universal Banker to deliver exceptional customer service and bridge teller and platform services. You will process transactions, handle service requests and identify opportunities to meet customers' financial goals.

This role offers a collaborative environment, competitive pay, and a clear path for professional growth through mentorship and coaching within a community-focused bank.

Qualifications

• Customer service mindset and ability to handle sales and service requests.
• Ability to open accounts and recommend banking products.
• Strong communication and relationship-building skills.

Responsibilities

• Process a variety of banking transactions for customers, ensuring accuracy and timeliness.
• Make outbound calls to generate sales, open accounts, and recommend products based on needs.
• Direct customers to appropriate departments for additional services.
• Build and maintain relationships with customers through timely follow-ups and responsive service.
• Perform bank operations tasks and handle administrative paperwork in line with procedures.

Job description

If you are talented, motivated and can get things done, we have career opportunities for you. We are looking to hire people who want to excel. We will grow your career through coaching, mentoring and supportive management.

As an Equal Opportunity / Aff

Universal Banker

Department: Retail & Business Services

Location: Hopewell Junction, NY

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.