Universal Banker

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

Benefits offered by this job

Competitive pay

Benefits package

Training & Development

Mentor program

Volunteer hours

Job summary

Rhinebeck Bank is seeking a Universal Banker to deliver exceptional customer service, bridging teller and platform services to meet customers' financial goals.

You will handle customer inquiries, open accounts, make outbound sales calls, and refer complex requests to the right departments while maintaining strong relationships and accurate administrative support.

Qualifications

• 1+ years of banking experience preferred, but we are open to learners.

Responsibilities

• Process a variety of banking transactions accurately and timely.
• Make outbound calls to generate sales and open accounts based on customer needs.
• Refer customers to appropriate departments for additional services.
• Build and maintain strong customer relationships with timely follow-ups and issue resolution.
• Perform bank operations tasks and manage administrative paperwork in line with procedures.

Skills

Customer service

Sales

Interpersonal skills

Communication

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 to welcome you aboard.

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 preferred, but we are open to candidates with a passion for learning.
• 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 / Aff 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.